Purchases and Sales Made in Q2 2025 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q2 2025. The information is specifically focused on institutions that hold shares of TECHNOLOGY SECTOR SPDR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
101M+ 613347.62% |
$18.2B - $25.6B
|
101M
$25.6B
|
|
|
Jul 10, 2025
Q2 2025
|
Polianta LTD
|
BUY
|
- |
33KNew |
$5.93M - $8.36M
|
33K
$8.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
28.9KNew |
$5.2M - $7.33M
|
28.9K
$7.32M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
28.3K+ 87.63% |
$5.09M - $7.17M
|
60.7K
$15.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
19.8K+ 24.29% |
$3.55M - $5.01M
|
101K
$25.6M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
17.8K+ 13558.02% |
$3.19M - $4.5M
|
17.9K
$4.53M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.6K+ 4.76% |
$2.62M - $3.69M
|
321K
$81.2M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.6KNew |
$2.44M - $3.44M
|
13.6K
$3.43M
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
BUY
|
- |
10.4K+ 5.25% |
$1.87M - $2.64M
|
209K
$52.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
9.74KNew |
$1.75M - $2.47M
|
9.74K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
7.93K+ 73.18% |
$1.42M - $2.01M
|
18.8K
$4.75M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
7.01K+ 8.9% |
$1.26M - $1.77M
|
85.8K
$21.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
6.82K+ 11.01% |
$1.23M - $1.73M
|
68.8K
$17.4M
|
|
|
Jul 07, 2025
Q2 2025
|
First Citizens Financial Corp
|
BUY
|
- |
5.9K+ 164.39% |
$1.06M - $1.49M
|
9.48K
$2.4M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.74K+ 32.22% |
$1.03M - $1.45M
|
23.5K
$5.96M
|
|
|
Jul 08, 2025
Q2 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
5.46K+ 35.85% |
$981K - $1.38M
|
20.7K
$5.23M
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
4.24K+ 45.25% |
$762K - $1.07M
|
13.6K
$3.44M
|
|
|
Jul 11, 2025
Q2 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
3.46K+ 2.5% |
$621K - $875K
|
142K
$35.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
3.31K+ 152.51% |
$595K - $838K
|
5.48K
$1.39M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
3.16K+ 19.99% |
$568K - $800K
|
19K
$4.8M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.53K+ 34.98% |
$454K - $640K
|
9.75K
$2.47M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.39K+ 6.99% |
$429K - $605K
|
36.6K
$9.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2.37K+ 2.06% |
$425K - $599K
|
117K
$29.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.32K+ 239.53% |
$417K - $588K
|
3.29K
$832K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.73KNew |
$311K - $438K
|
1.73K
$438K
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.46K+ 31.23% |
$262K - $369K
|
6.12K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.44KNew |
$259K - $365K
|
1.44K
$365K
|
|
|
Jul 09, 2025
Q2 2025
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
1.43KNew |
$258K - $363K
|
1.43K
$363K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.41K+ 13.41% |
$254K - $358K
|
12K
$3.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.32K+ 41.31% |
$237K - $334K
|
4.51K
$1.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.31KNew |
$235K - $330K
|
1.31K
$330K
|
|
|
Jul 08, 2025
Q2 2025
|
Boltwood Capital Management
|
BUY
|
- |
1.17K+ 4.61% |
$211K - $297K
|
26.7K
$6.75M
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.17K+ 43.39% |
$210K - $296K
|
3.86K
$977K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.14KNew |
$205K - $289K
|
1.14K
$289K
|
|
|
Jul 11, 2025
Q2 2025
|
Trust CO Of Virginia
|
BUY
|
- |
1.1K+ 2.05% |
$198K - $280K
|
55K
$13.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Jackson Square Capital, LLC
|
BUY
|
- |
1.02K+ 26.74% |
$183K - $258K
|
4.83K
$1.22M
|
|
|
Jul 10, 2025
Q2 2025
|
Matthew Goff Investment Advisor, LLC
|
BUY
|
- |
1.01K+ 39.31% |
$181K - $255K
|
3.57K
$904K
|
|
|
Jul 07, 2025
Q2 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
970+ 21.34% |
$174K - $246K
|
5.52K
$1.4M
|
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
950+ 13.85% |
$171K - $241K
|
7.81K
$1.98M
|
|
|
Jul 10, 2025
Q2 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
947+ 37.01% |
$170K - $240K
|
3.51K
$887K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
BUY
|
- |
944+ 60.09% |
$170K - $239K
|
2.52K
$636K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
916New |
$165K - $232K
|
916
$232K
|
|
|
Jul 09, 2025
Q2 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
873New |
$157K - $221K
|
873
$221K
|
|
|
Jul 02, 2025
Q2 2025
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
868New |
$156K - $220K
|
868
$220K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
867New |
$156K - $220K
|
867
$219K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
865+ 8.67% |
$155K - $219K
|
10.8K
$2.74M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
853New |
$153K - $216K
|
853
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
838New |
$151K - $212K
|
838
$212K
|
|
|
Jul 09, 2025
Q2 2025
|
Financial Management Network Inc
|
BUY
|
- |
814New |
$146K - $206K
|
814
$206K
|
|
|
Jul 09, 2025
Q2 2025
|
Veracity Capital LLC
|
BUY
|
- |
805New |
$145K - $204K
|
805
$204K
|