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 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
762+ 19.01% |
$168K - $184K
|
4.77K
$1.06M
|
|
|
Feb 10, 2025
Q4 2024
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-101- 0.57% |
$22.2K - $24.4K
|
17.6K
$3.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
96+ 0.45% |
$21.1K - $23.2K
|
21.6K
$4.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.21K- 39.72% |
$486K - $533K
|
3.35K
$745K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
47+ 4.36% |
$10.4K - $11.3K
|
1.13K
$251K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
400New |
$88.1K - $96.6K
|
400
$89K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
355+ 7.43% |
$78.2K - $85.7K
|
5.13K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-6.22K- 0.74% |
$1.37M - $1.5M
|
834K
$186M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
4.43K+ 10.7% |
$975K - $1.07M
|
45.8K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
1.73KNew |
$382K - $419K
|
1.73K
$386K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-66- 3.05% |
$14.5K - $15.9K
|
2.1K
$467K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
4.51KNew |
$994K - $1.09M
|
4.51K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-282- 24.04% |
$62.1K - $68.1K
|
891
$198K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.22K- 1.13% |
$269K - $295K
|
107K
$23.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.16KNew |
$256K - $281K
|
1.16K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
666+ 15.97% |
$147K - $161K
|
4.84K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
1.71KNew |
$376K - $412K
|
1.71K
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-2- 0.13% |
$441 - $483
|
1.5K
$334K
|
|
|
Feb 07, 2025
Q4 2024
|
Managed Asset Portfolios, LLC
Rochester, MI |
BUY
|
- |
12.5KNew |
$2.75M - $3.02M
|
12.5K
$2.78M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-26.1K- 3.51% |
$5.74M - $6.29M
|
716K
$159M
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
31.1KNew |
$6.85M - $7.5M
|
31.1K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.19K- 11.38% |
$262K - $288K
|
9.28K
$2.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Quantitative Strategies, Inc.
Calabasas, CA |
SELL
|
- |
-256- 0.56% |
$56.4K - $61.8K
|
45.5K
$10.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.16K- 2.52% |
$255K - $279K
|
44.7K
$9.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-8.62K- 62.15% |
$1.9M - $2.08M
|
5.25K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-498- 2.75% |
$110K - $120K
|
17.6K
$3.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.02K+ 8.21% |
$664K - $728K
|
39.7K
$8.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 4.92% |
$13.2K - $14.5K
|
1.28K
$285K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-10- 0.58% |
$2.2K - $2.41K
|
1.72K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
600+ 20.14% |
$132K - $145K
|
3.58K
$797K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
30+ 3.91% |
$6.61K - $7.24K
|
798
$178K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.2% |
$2.42K - $2.66K
|
5.46K
$1.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-36- 50.7% |
$7.93K - $8.69K
|
35
$7.79K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.15% |
$1.32K - $1.45K
|
4.04K
$899K
|
|
|
Feb 07, 2025
Q4 2024
|
G2 Capital Management, LLC
Columbus, OH |
BUY
|
- |
882New |
$194K - $213K
|
882
$196K
|
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
SELL
|
- |
-280- 16.16% |
$61.7K - $67.6K
|
1.45K
$323K
|
|
|
Feb 07, 2025
Q4 2024
|
Parker Investment Management, LLC
|
SELL
|
- |
-7.76K- 2.42% |
$1.71M - $1.87M
|
313K
$69.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-258- 1.28% |
$56.8K - $62.3K
|
19.9K
$4.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
869+ 14.87% |
$191K - $210K
|
6.71K
$1.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-340- 1.17% |
$74.9K - $82.1K
|
28.7K
$6.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
245+ 7.87% |
$54K - $59.2K
|
3.36K
$748K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
329+ 10.9% |
$72.5K - $79.4K
|
3.35K
$745K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
157K+ 16068.58% |
$34.6M - $37.9M
|
158K
$35.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-159- 1.4% |
$35K - $38.4K
|
11.2K
$2.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
461New |
$102K - $111K
|
461
$103K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.69K- 1.87% |
$593K - $650K
|
141K
$31.4M
|
|
|
Feb 07, 2025
Q4 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-769- 13.84% |
$169K - $186K
|
4.79K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
6.2K+ 2.12% |
$1.37M - $1.5M
|
299K
$66.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
12KNew |
$2.63M - $2.89M
|
12K
$2.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
649+ 5.68% |
$143K - $157K
|
12.1K
$2.69M
|