Latest Institutional Transactions on Technology Sector Spdr (XLK)
This table provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
17.1K+ 99.34% |
$4.75M - $5.19M
|
34.2K
$9.86M
|
|
|
Jan 23, 2026
Q4 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.57K+ 95.03% |
$995K - $1.09M
|
7.33K
$2.11M
|
|
|
Jan 23, 2026
Q4 2025
|
Lom Asset Management LTD
Hamilton, |
SELL
|
- |
-440- 68.75% |
$122K - $134K
|
200
$57.6K
|
|
|
Jan 23, 2026
Q4 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1.15K+ 100.0% |
$321K - $351K
|
2.31K
$664K
|
|
|
Jan 23, 2026
Q4 2025
|
Trust CO Of Virginia
|
BUY
|
- |
57K+ 101.82% |
$15.9M - $17.3M
|
113K
$32.5M
|
|
|
Jan 23, 2026
Q4 2025
|
First Premier Bank
|
BUY
|
- |
488+ 95.13% |
$136K - $148K
|
1K
$288K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
59.1K+ 94.44% |
$16.5M - $18M
|
122K
$35.1M
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
2.02KNew |
$563K - $615K
|
2.02K
$582K
|
|
|
Jan 23, 2026
Q4 2025
|
Aldebaran Financial Inc.
|
BUY
|
- |
1.02K+ 71.75% |
$283K - $309K
|
2.43K
$701K
|
|
|
Jan 23, 2026
Q4 2025
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
1.17K+ 104.28% |
$325K - $356K
|
2.29K
$660K
|
|
|
Jan 23, 2026
Q4 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
15.1K+ 100.0% |
$4.19M - $4.58M
|
30.1K
$8.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19.8K+ 96.98% |
$5.5M - $6.01M
|
40.1K
$11.6M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
45.9K+ 107.0% |
$12.8M - $14M
|
88.9K
$25.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.63K+ 146.82% |
$732K - $799K
|
4.42K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.98K+ 100.24% |
$831K - $908K
|
5.96K
$1.72M
|
|
|
Jan 23, 2026
Q4 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
61K+ 103.47% |
$17M - $18.6M
|
120K
$34.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
BUY
|
- |
13.1K+ 126.91% |
$3.65M - $3.99M
|
23.4K
$6.75M
|
|
|
Jan 23, 2026
Q4 2025
|
Integrated Financial Solutions, Inc.
Reston, VA |
BUY
|
- |
2.3K+ 82.21% |
$639K - $698K
|
5.09K
$1.47M
|
|
|
Jan 23, 2026
Q4 2025
|
Kelsey Financial, LLC
Moorpark, CA |
BUY
|
- |
2.53KNew |
$704K - $769K
|
2.53K
$728K
|
|
|
Jan 23, 2026
Q4 2025
|
E&G Advisors, LP
|
BUY
|
- |
14.5K+ 101.28% |
$4.03M - $4.4M
|
28.8K
$8.29M
|
|
|
Jan 23, 2026
Q4 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
40K+ 84.13% |
$11.1M - $12.2M
|
87.5K
$25.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Valley National Advisers Inc
|
BUY
|
- |
1.33K+ 100.0% |
$369K - $403K
|
2.65K
$764K
|
|
|
Jan 23, 2026
Q4 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
19.9K+ 95.49% |
$5.54M - $6.06M
|
40.8K
$11.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
1.32K+ 100.0% |
$368K - $402K
|
2.64K
$762K
|
|
|
Jan 23, 2026
Q4 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
2.07K+ 114.67% |
$577K - $630K
|
3.88K
$1.12M
|
|
|
Jan 23, 2026
Q4 2025
|
Capital Investment Counsel, Inc
|
BUY
|
- |
250New |
$69.6K - $76K
|
250
$72K
|
|
|
Jan 23, 2026
Q4 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.24K+ 100.0% |
$346K - $378K
|
2.48K
$716K
|
|
|
Jan 23, 2026
Q4 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
153K+ 108.87% |
$42.6M - $46.5M
|
293K
$84.6M
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
582+ 100.0% |
$162K - $177K
|
1.16K
$335K
|
|
|
Jan 23, 2026
Q4 2025
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
10.8K+ 99.89% |
$3.02M - $3.29M
|
21.7K
$6.25M
|
|
|
Jan 23, 2026
Q4 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.53K+ 128.92% |
$705K - $770K
|
4.5K
$1.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.35K+ 87.37% |
$932K - $1.02M
|
7.18K
$2.07M
|
|
|
Jan 23, 2026
Q4 2025
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
24.1K+ 98.99% |
$6.71M - $7.34M
|
48.5K
$14M
|
|
|
Jan 23, 2026
Q4 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
3.19K+ 329.51% |
$889K - $971K
|
4.16K
$1.2M
|
|
|
Jan 23, 2026
Q4 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
5.08K+ 71.74% |
$1.41M - $1.54M
|
12.2K
$3.5M
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.57K+ 85.95% |
$436K - $476K
|
3.39K
$976K
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
30.4KNew |
$8.47M - $9.26M
|
30.4K
$8.77M
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.73K+ 8.82% |
$1.04M - $1.13M
|
46K
$13.3M
|
|
|
Jan 23, 2026
Q4 2025
|
Webster Bank, N. A.
|
BUY
|
- |
30.2K+ 100.05% |
$8.41M - $9.19M
|
60.4K
$17.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.71K+ 96.83% |
$477K - $521K
|
3.48K
$1M
|
|
|
Jan 23, 2026
Q4 2025
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
90+ 74.38% |
$25.1K - $27.4K
|
211
$60.8K
|
|
|
Jan 23, 2026
Q4 2025
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
7.05K+ 125.11% |
$1.96M - $2.14M
|
12.7K
$3.65M
|
|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
5.32K+ 117.11% |
$1.48M - $1.62M
|
9.86K
$2.84M
|
|
|
Jan 23, 2026
Q4 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
2.89K+ 100.87% |
$803K - $878K
|
5.75K
$1.66M
|
|
|
Jan 23, 2026
Q4 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
740+ 82.96% |
$206K - $225K
|
1.63K
$470K
|
|
|
Jan 23, 2026
Q4 2025
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
1.3K+ 98.71% |
$362K - $395K
|
2.62K
$754K
|
|
|
Jan 23, 2026
Q4 2025
|
Summit Financial Consulting LLC
Sterling Heights, MI |
BUY
|
- |
5.21K+ 134.64% |
$1.45M - $1.58M
|
9.08K
$2.62M
|
|
|
Jan 23, 2026
Q4 2025
|
Jm2 Capital Inc.
Edmond, OK |
BUY
|
- |
8.28KNew |
$2.3M - $2.52M
|
8.28K
$2.39M
|
|
|
Jan 23, 2026
Q4 2025
|
Steph & CO
|
BUY
|
- |
141+ 100.0% |
$39.3K - $42.9K
|
282
$81.3K
|
|
|
Jan 23, 2026
Q4 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.78KNew |
$494K - $540K
|
1.78K
$511K
|
|