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 |
|---|---|---|---|---|---|---|---|
|
Dec 29, 2025
Q3 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-242- 12.22% |
$60.7K - $68.4K
|
1.74K
$501K
|
|
|
Dec 23, 2025
Q3 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-21.9K- 71.6% |
$5.5M - $6.2M
|
8.7K
$2.51M
|
|
|
Dec 17, 2025
Q3 2025
|
Financial Symmetry Inc
Raleigh, NC |
BUY
|
- |
734New |
$184K - $207K
|
734
$212K
|
|
|
Dec 17, 2025
Q3 2025
|
Peterson Wealth Management
|
BUY
|
- |
114+ 9.07% |
$28.6K - $32.2K
|
1.37K
$395K
|
|
|
Dec 16, 2025
Q3 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-91- 0.23% |
$22.8K - $25.7K
|
40.2K
$11.6M
|
|
|
Dec 16, 2025
Q3 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
31+ 0.57% |
$7.78K - $8.76K
|
5.48K
$1.58M
|
|
|
Dec 15, 2025
Q3 2025
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-94- 4.45% |
$23.6K - $26.6K
|
2.02K
$581K
|
|
|
Dec 08, 2025
Q3 2025
|
Tull Financial Group, Inc.
Chesapeake, VA |
BUY
|
- |
1+ 0.12% |
$251 - $283
|
838
$241K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-140- 19.02% |
$35.1K - $39.6K
|
596
$172K
|
|
|
Dec 05, 2025
Q3 2025
|
Vestwell Advisors, LLC
New York, NY |
BUY
|
- |
66New |
$16.6K - $18.7K
|
66
$19K
|
|
|
Dec 03, 2025
Q3 2025
|
Ssa Swiss Advisors Ag
Zurich, |
SELL
|
- |
-20- 10.31% |
$5.02K - $5.65K
|
174
$50.1K
|
|
|
Dec 03, 2025
Q3 2025
|
Severin Investments, LLC
St. Louis, MO |
BUY
|
- |
29+ 0.78% |
$7.28K - $8.2K
|
3.76K
$1.08M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-1.96K- 9.69% |
$491K - $553K
|
18.2K
$5.25M
|
|
|
Dec 02, 2025
Q3 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
559+ 0.49% |
$140K - $158K
|
115K
$33.1M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-442- 1.34% |
$111K - $125K
|
32.6K
$9.39M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
1.15K+ 1.47% |
$288K - $324K
|
79.5K
$22.9M
|
|
|
Dec 01, 2025
Q3 2025
|
Payne Capital Management, LLC
New York, NY |
BUY
|
- |
16+ 1.53% |
$4.02K - $4.52K
|
1.06K
$305K
|
|
|
Dec 01, 2025
Q3 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-111- 0.36% |
$27.9K - $31.4K
|
30.9K
$8.91M
|
|
|
Nov 26, 2025
Q3 2025
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-2.32K- 42.76% |
$581K - $655K
|
3.1K
$893K
|
|
|
Nov 25, 2025
Q3 2025
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
6.45K+ 241.06% |
$1.62M - $1.82M
|
9.12K
$2.63M
|
|
|
Nov 25, 2025
Q3 2025
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-120- 0.29% |
$30.1K - $33.9K
|
41.7K
$12M
|
|
|
Nov 25, 2025
Q3 2025
|
Kerr Financial Planning Corp
Fresno, CA |
BUY
|
- |
582New |
$146K - $165K
|
582
$168K
|
|
|
Nov 24, 2025
Q3 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-221- 10.82% |
$55.5K - $62.5K
|
1.82K
$525K
|
|
|
Nov 21, 2025
Q3 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-370- 9.06% |
$92.9K - $105K
|
3.71K
$1.07M
|
|
|
Nov 21, 2025
Q3 2025
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
SELL
|
- |
-1.18K- 38.06% |
$296K - $334K
|
1.92K
$553K
|
|
|
Nov 21, 2025
Q3 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1+ 0.01% |
$251 - $283
|
8.43K
$2.43M
|
|
|
Nov 21, 2025
Q3 2025
|
Capital Square, LLC
|
BUY
|
- |
21+ 0.51% |
$5.27K - $5.94K
|
4.13K
$1.19M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-4.37K- 10.63% |
$1.1M - $1.24M
|
36.8K
$10.6M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 1.99% |
$5.02K - $5.65K
|
1.03K
$295K
|
|
|
Nov 20, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-7.01K- 63.0% |
$1.76M - $1.98M
|
4.12K
$1.19M
|
|
|
Nov 20, 2025
Q3 2025
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
14K+ 49.28% |
$3.52M - $3.96M
|
42.5K
$12.2M
|
|
|
Nov 20, 2025
Q3 2025
|
Pcg Asset Management, LLC
Gladstone, NJ |
SELL
|
- |
-166- 1.12% |
$41.7K - $46.9K
|
14.6K
$4.22M
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-3.46K- 4.66% |
$868K - $977K
|
70.7K
$20.4M
|
|
|
Nov 19, 2025
Q3 2025
|
Regions Financial Corp
|
BUY
|
- |
32.9KNew |
$8.26M - $9.3M
|
32.9K
$9.48M
|
|
|
Nov 19, 2025
Q3 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-15- 1.05% |
$3.76K - $4.24K
|
1.42K
$408K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
140+ 2.82% |
$35.1K - $39.6K
|
5.1K
$1.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-483- 17.27% |
$121K - $137K
|
2.31K
$666K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-49.2K- 7.44% |
$12.3M - $13.9M
|
612K
$176M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
930+ 8.38% |
$233K - $263K
|
12K
$3.47M
|
|
|
Nov 19, 2025
Q3 2025
|
Center For Asset Management LLC
|
BUY
|
- |
800New |
$201K - $226K
|
800
$231K
|
|
|
Nov 18, 2025
Q3 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-7.68K- 62.31% |
$1.93M - $2.17M
|
4.64K
$1.34M
|
|
|
Nov 18, 2025
Q3 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
27+ 1.01% |
$6.78K - $7.63K
|
2.7K
$777K
|
|
|
Nov 18, 2025
Q3 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-143- 8.23% |
$35.9K - $40.4K
|
1.59K
$459K
|
|
|
Nov 18, 2025
Q3 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
632+ 3.05% |
$159K - $179K
|
21.4K
$6.15M
|
|
|
Nov 18, 2025
Q3 2025
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
63+ 1.46% |
$15.8K - $17.8K
|
4.38K
$1.26M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.84K- 5.55% |
$1.47M - $1.65M
|
99.4K
$28.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
69.4K+ 1683.44% |
$17.4M - $19.6M
|
73.5K
$21.2M
|
|
|
Nov 18, 2025
Q3 2025
|
Second Line Capital, LLC
Metairie, LA |
SELL
|
- |
-96- 8.01% |
$24.1K - $27.1K
|
1.1K
$318K
|
|
|
Nov 17, 2025
Q3 2025
|
Caxton Associates LLP
London, |
BUY
|
- |
6.76KNew |
$1.7M - $1.91M
|
6.76K
$1.95M
|
|
|
Nov 17, 2025
Q3 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
352+ 4.32% |
$88.3K - $99.5K
|
8.5K
$2.45M
|
|