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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-102- 13.4% |
$22.5K - $24.6K
|
659
$147K
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
284+ 7.69% |
$62.6K - $68.6K
|
3.98K
$885K
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-12.1K- 1.72% |
$2.68M - $2.93M
|
693K
$154M
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
14.8KNew |
$3.25M - $3.56M
|
14.8K
$3.28M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-751- 2.11% |
$165K - $181K
|
34.9K
$7.77M
|
|
Feb 11, 2025
Q4 2024
|
Next Capital Management LLC
|
SELL
|
- |
-108- 2.75% |
$23.8K - $26.1K
|
3.81K
$849K
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.22K- 7.43% |
$268K - $294K
|
15.1K
$3.37M
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
5.72K+ 32.02% |
$1.26M - $1.38M
|
23.6K
$5.25M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
493+ 4.58% |
$109K - $119K
|
11.3K
$2.51M
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-18- 1.09% |
$3.96K - $4.35K
|
1.63K
$363K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.87K+ 86.05% |
$412K - $451K
|
4.04K
$899K
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-7.71K- 28.4% |
$1.7M - $1.86M
|
19.4K
$4.33M
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
247+ 2.35% |
$54.4K - $59.6K
|
10.8K
$2.4M
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.3K+ 19.11% |
$947K - $1.04M
|
26.8K
$5.97M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.79K- 59.59% |
$836K - $916K
|
2.57K
$573K
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
312+ 20.39% |
$68.7K - $75.3K
|
1.84K
$410K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
895New |
$197K - $216K
|
895
$199K
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
167+ 0.51% |
$36.8K - $40.3K
|
32.6K
$7.26M
|
|
Feb 11, 2025
Q4 2024
|
Loudon Investment Management, LLC
Meriden, NH |
SELL
|
- |
-70- 0.22% |
$15.4K - $16.9K
|
31.8K
$7.08M
|
|
Feb 11, 2025
Q4 2024
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-3.06K- 2.69% |
$674K - $739K
|
111K
$24.7M
|
|
Feb 11, 2025
Q4 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
10+ 0.02% |
$2.2K - $2.41K
|
47.7K
$10.6M
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.3K+ 13.4% |
$727K - $797K
|
28K
$6.22M
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.11K+ 6.63% |
$244K - $267K
|
17.8K
$3.96M
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-35.7K- 65.72% |
$7.86M - $8.62M
|
18.6K
$4.14M
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-197- 6.07% |
$43.4K - $47.6K
|
3.05K
$679K
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-637- 24.36% |
$140K - $154K
|
1.98K
$440K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
150New |
$33K - $36.2K
|
150
$33.4K
|
|
Feb 11, 2025
Q4 2024
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
52.2KNew |
$11.5M - $12.6M
|
52.2K
$11.6M
|
|
Feb 11, 2025
Q4 2024
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-50- 3.23% |
$11K - $12.1K
|
1.5K
$333K
|
|
Feb 11, 2025
Q4 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
87.5KNew |
$19.3M - $21.1M
|
87.5K
$19.5M
|
|
Feb 11, 2025
Q4 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.34KNew |
$295K - $323K
|
1.34K
$298K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
81New |
$17.8K - $19.6K
|
81
$18K
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
7.45KNew |
$1.64M - $1.8M
|
7.45K
$1.66M
|
|
Feb 11, 2025
Q4 2024
|
Horizon Family Wealth, Inc.
|
SELL
|
- |
-3.57K- 38.93% |
$785K - $861K
|
5.59K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
4.44K+ 221.68% |
$978K - $1.07M
|
6.44K
$1.43M
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-52.2K- 7.58% |
$11.5M - $12.6M
|
637K
$142M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
97+ 0.87% |
$21.4K - $23.4K
|
11.2K
$2.5M
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
600+ 6.95% |
$132K - $145K
|
9.23K
$2.06M
|
|
Feb 11, 2025
Q4 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
651+ 19.77% |
$143K - $157K
|
3.94K
$878K
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
738K+ 16.15% |
$163M - $178M
|
5.31M
$1.18B
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
PUT |
-65K- 18.71% |
$14.3M - $15.7M
|
283K
$62.9M
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
116+ 5.95% |
$25.6K - $28K
|
2.07K
$460K
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-25- 0.93% |
$5.51K - $6.04K
|
2.66K
$592K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-24- 0.12% |
$5.29K - $5.79K
|
19.6K
$4.37M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.85K+ 14.42% |
$1.51M - $1.65M
|
54.4K
$12.1M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
476K+ 6.81% |
$105M - $115M
|
7.47M
$1.66B
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
PUT |
-7K- 76.92% |
$1.54M - $1.69M
|
2.1K
$467K
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-22.5K- 2.21% |
$4.95M - $5.43M
|
994K
$221M
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-165- 2.38% |
$36.3K - $39.8K
|
6.77K
$1.51M
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1.56K- 28.68% |
$343K - $376K
|
3.87K
$862K
|