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 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.2K+ 84.77% |
$264K - $289K
|
2.61K
$581K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
1.06M+ 71.34% |
$234M - $257M
|
2.56M
$569M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-1.63K- 15.58% |
$359K - $394K
|
8.84K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-30- 0.67% |
$6.61K - $7.24K
|
4.42K
$984K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
333+ 1.31% |
$73.3K - $80.4K
|
25.7K
$5.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.02% |
$441 - $483
|
8.86K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-91.8K- 87.24% |
$20.2M - $22.2M
|
13.4K
$2.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
5.51K+ 20.68% |
$1.21M - $1.33M
|
32.2K
$7.16M
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-260- 10.68% |
$57.3K - $62.8K
|
2.18K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
49.1K+ 7.28% |
$10.8M - $11.9M
|
723K
$161M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
873+ 11.3% |
$192K - $211K
|
8.6K
$1.91M
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.11% |
$1.1K - $1.21K
|
4.61K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-38- 1.75% |
$8.37K - $9.17K
|
2.14K
$476K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-781- 0.41% |
$172K - $189K
|
190K
$42.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
4.84K+ 135.38% |
$1.07M - $1.17M
|
8.41K
$1.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.43K- 7.92% |
$1.42M - $1.55M
|
74.8K
$16.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.85K- 5.71% |
$628K - $688K
|
47K
$10.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-47- 1.61% |
$10.4K - $11.3K
|
2.87K
$639K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-84- 2.73% |
$18.5K - $20.3K
|
2.99K
$666K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.62K+ 49.72% |
$576K - $632K
|
7.88K
$1.75M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 7.37% |
$470K - $515K
|
31.1K
$6.92M
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
33New |
$7.27K - $7.97K
|
33
$7.35K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
1.02K+ 0.77% |
$224K - $246K
|
133K
$29.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellecapital International Ltd.
|
SELL
|
- |
-106- 4.01% |
$23.3K - $25.6K
|
2.54K
$565K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
1.01K+ 9.98% |
$223K - $244K
|
11.2K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-527- 3.8% |
$116K - $127K
|
13.4K
$2.97M
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
128+ 0.84% |
$28.2K - $30.9K
|
15.4K
$3.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
248+ 11.53% |
$54.6K - $59.9K
|
2.4K
$534K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
242+ 3.06% |
$53.3K - $58.4K
|
8.15K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
608+ 21.18% |
$134K - $147K
|
3.48K
$774K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16.9K+ 11.48% |
$3.72M - $4.08M
|
164K
$36.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-152- 8.71% |
$33.5K - $36.7K
|
1.59K
$355K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-92.8K- 4.72% |
$20.4M - $22.4M
|
1.87M
$416M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.87KNew |
$412K - $451K
|
1.87K
$416K
|
|
|
Feb 06, 2025
Q4 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
3.91KNew |
$861K - $944K
|
3.91K
$870K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-175- 1.82% |
$38.5K - $42.3K
|
9.47K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
16.6KNew |
$3.65M - $4M
|
16.6K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
BUY
|
- |
674+ 1.43% |
$148K - $163K
|
47.8K
$10.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-832- 5.67% |
$183K - $201K
|
13.9K
$3.08M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
17K+ 2.66% |
$3.74M - $4.1M
|
654K
$146M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-142- 2.24% |
$31.3K - $34.3K
|
6.19K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
424+ 10.18% |
$93.4K - $102K
|
4.59K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
SELL
|
- |
-100- 0.14% |
$22K - $24.1K
|
73.1K
$16.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-314- 7.53% |
$69.2K - $75.8K
|
3.85K
$858K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-43- 2.14% |
$9.47K - $10.4K
|
1.97K
$438K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-174- 4.09% |
$38.3K - $42K
|
4.08K
$909K
|
|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-105- 0.51% |
$23.1K - $25.4K
|
20.4K
$4.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-277- 0.69% |
$61K - $66.9K
|
39.9K
$8.89M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
BUY
|
- |
302+ 0.37% |
$66.5K - $72.9K
|
81.7K
$18.2M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
180K+ 45.34% |
$39.6M - $43.4M
|
577K
$128M
|