Purchases and Sales Made in Q4 2025 in Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
277K+ 86.29% |
$77M - $84.1M
|
597K
$172M
|
|
|
Jan 13, 2026
Q4 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
271K+ 99.32% |
$75.3M - $82.3M
|
543K
$156M
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
253K+ 100.34% |
$70.5M - $77M
|
506K
$146M
|
|
|
Jan 20, 2026
Q4 2025
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
251K+ 100.39% |
$69.9M - $76.4M
|
502K
$145M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
247K+ 7560.79% |
$68.7M - $75M
|
250K
$72M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
222K+ 79.8% |
$61.8M - $67.5M
|
500K
$144M
|
|
|
Jan 13, 2026
Q4 2025
|
Generate Investment Management LTD
Auckland, Q2 |
BUY
|
- |
190KNew |
$52.8M - $57.6M
|
190K
$54.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
176K+ 202.31% |
$49.1M - $53.6M
|
263K
$75.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
160K+ 97.77% |
$44.4M - $48.5M
|
323K
$93M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
158K+ 214.03% |
$44M - $48.1M
|
232K
$66.9M
|
|
|
Jan 05, 2026
Q4 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
148K+ 590.56% |
$41.3M - $45.1M
|
173K
$49.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Kwmg, LLC
|
BUY
|
- |
143K+ 97.08% |
$39.7M - $43.4M
|
290K
$83.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
138KNew |
$38.5M - $42M
|
138K
$39.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
138K+ 98.0% |
$38.4M - $42M
|
279K
$80.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
135K+ 106.67% |
$37.6M - $41.1M
|
262K
$75.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Brave Asset Management Inc
|
BUY
|
- |
134K+ 100.4% |
$37.2M - $40.6M
|
267K
$76.8M
|
|
|
Jan 12, 2026
Q4 2025
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
127K+ 100.0% |
$35.2M - $38.5M
|
253K
$72.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Essex LLC
|
BUY
|
- |
126K+ 102.15% |
$35.1M - $38.3M
|
249K
$71.8M
|
|
|
Jan 14, 2026
Q4 2025
|
Yarbrough Capital, LLC
|
BUY
|
- |
122K+ 100.0% |
$34M - $37.1M
|
244K
$70.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
120K+ 90.55% |
$33.5M - $36.6M
|
253K
$72.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
120K+ 101.28% |
$33.4M - $36.5M
|
238K
$68.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
116K+ 100.62% |
$32.2M - $35.2M
|
231K
$66.4M
|
|
|
Jan 16, 2026
Q4 2025
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
106K+ 94.66% |
$29.6M - $32.3M
|
218K
$62.9M
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
97.8K+ 99.0% |
$27.2M - $29.8M
|
197K
$56.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
92.8K+ 85.63% |
$25.8M - $28.2M
|
201K
$58M
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
92.6K+ 105.57% |
$25.8M - $28.2M
|
180K
$52M
|
|
|
Jan 14, 2026
Q4 2025
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
86.8K+ 92.35% |
$24.2M - $26.4M
|
181K
$52.1M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
84.9K+ 76.48% |
$23.6M - $25.8M
|
196K
$56.4M
|
|
|
Jan 07, 2026
Q4 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
81.1K+ 105.58% |
$22.6M - $24.7M
|
158K
$45.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
79.2K+ 93.46% |
$22.1M - $24.1M
|
164K
$47.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
73.2K+ 201.33% |
$20.4M - $22.3M
|
110K
$31.6M
|
|
|
Jan 20, 2026
Q4 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
71.9KNew |
$20M - $21.9M
|
71.9K
$20.7M
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
68.5K+ 90.56% |
$19.1M - $20.8M
|
144K
$41.5M
|
|
|
Jan 08, 2026
Q4 2025
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
65.2K+ 108.63% |
$18.2M - $19.8M
|
125K
$36.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
59.6K+ 113.15% |
$16.6M - $18.1M
|
112K
$32.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
58.9K+ 107.83% |
$16.4M - $17.9M
|
114K
$32.7M
|
|
|
Jan 20, 2026
Q4 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
55.4K+ 96.62% |
$15.4M - $16.8M
|
113K
$32.5M
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
53.8KNew |
$15M - $16.4M
|
53.8K
$15.5M
|
|
|
Jan 07, 2026
Q4 2025
|
Occidental Asset Management, LLC
|
BUY
|
- |
53.1K+ 455.67% |
$14.8M - $16.1M
|
64.8K
$18.7M
|
|
|
Jan 15, 2026
Q4 2025
|
Rockland Trust CO
|
BUY
|
- |
48.3K+ 97.74% |
$13.5M - $14.7M
|
97.8K
$28.2M
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
48.1K+ 275.32% |
$13.4M - $14.6M
|
65.6K
$18.9M
|
|
|
Jan 16, 2026
Q4 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
47.8KNew |
$13.3M - $14.5M
|
47.8K
$13.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
46K+ 97.07% |
$12.8M - $14M
|
93.4K
$26.9M
|
|
|
Jan 14, 2026
Q4 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
45.7K+ 107.45% |
$12.7M - $13.9M
|
88.3K
$25.4M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
45.7K+ 114.62% |
$12.7M - $13.9M
|
85.6K
$24.7M
|
|
|
Jan 08, 2026
Q4 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
45.5K+ 103.25% |
$12.7M - $13.8M
|
89.6K
$25.8M
|
|
|
Jan 09, 2026
Q4 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
44.7KNew |
$12.5M - $13.6M
|
44.7K
$12.9M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
43.3K+ 125.04% |
$12M - $13.2M
|
77.9K
$22.4M
|
|
|
Jan 14, 2026
Q4 2025
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
42.5K+ 102.46% |
$11.8M - $12.9M
|
83.9K
$24.2M
|
|
|
Jan 12, 2026
Q4 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
42.5K+ 100.26% |
$11.8M - $12.9M
|
84.8K
$24.4M
|
|