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 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-49.2K- 14.8% |
$10.8M - $11.9M
|
283K
$63M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.1K+ 28.62% |
$5.09M - $5.58M
|
104K
$23.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-52- 0.87% |
$11.5K - $12.6K
|
5.9K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
5.33K+ 4.47% |
$1.17M - $1.29M
|
124K
$27.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
86+ 0.9% |
$18.9K - $20.8K
|
9.63K
$2.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.61K- 42.74% |
$355K - $389K
|
2.16K
$481K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-50- 1.18% |
$11K - $12.1K
|
4.2K
$934K
|
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
1+ 0.07% |
$220 - $241
|
1.38K
$306K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-441- 3.9% |
$97.1K - $106K
|
10.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
115+ 2.94% |
$25.3K - $27.8K
|
4.03K
$897K
|
|
|
Feb 06, 2025
Q4 2024
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
164New |
$36.1K - $39.6K
|
164
$36.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.36MNew |
$961M - $1.05B
|
4.36M
$971M
|
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
526New |
$116K - $127K
|
526
$117K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-499- 2.92% |
$110K - $120K
|
16.6K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.2KNew |
$485K - $532K
|
2.2K
$490K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.27K+ 30.62% |
$280K - $307K
|
5.42K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
749New |
$165K - $181K
|
749
$167K
|
|
|
Feb 06, 2025
Q4 2024
|
Opulen Financial Group LLC
Arlington, VA |
BUY
|
- |
1.47KNew |
$323K - $354K
|
1.47K
$326K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-990- 2.29% |
$218K - $239K
|
42.2K
$9.39M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
1.09KNew |
$240K - $263K
|
1.09K
$242K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
410+ 0.69% |
$90.3K - $99K
|
60K
$13.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-18- 0.33% |
$3.96K - $4.35K
|
5.49K
$1.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
143+ 1.08% |
$31.5K - $34.5K
|
13.4K
$2.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
295+ 8.66% |
$65K - $71.2K
|
3.7K
$824K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-176- 3.0% |
$38.8K - $42.5K
|
5.69K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 7.17% |
$3.33M - $3.65M
|
226K
$50.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
4.06KNew |
$895K - $981K
|
4.06K
$905K
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
1.7KNew |
$374K - $410K
|
1.7K
$378K
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-18K- 68.5% |
$3.96M - $4.34M
|
8.27K
$1.84M
|
|
|
Feb 05, 2025
Q4 2024
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
1.06KNew |
$234K - $256K
|
1.06K
$236K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
209+ 10.16% |
$46K - $50.5K
|
2.27K
$505K
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
1.17K+ 15.71% |
$257K - $282K
|
8.59K
$1.91M
|
|
|
Feb 05, 2025
Q4 2024
|
Bouchey Financial Group LTD
|
SELL
|
- |
-222- 0.89% |
$48.9K - $53.6K
|
24.7K
$5.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Fusion Capital, LLC
|
SELL
|
- |
-50- 2.25% |
$11K - $12.1K
|
2.17K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.07K+ 11.4% |
$235K - $258K
|
10.4K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
330+ 2.34% |
$72.7K - $79.7K
|
14.4K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
176+ 1.83% |
$38.8K - $42.5K
|
9.79K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.31K
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
225+ 2.04% |
$49.6K - $54.3K
|
11.2K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
29.3KNew |
$6.45M - $7.07M
|
29.3K
$6.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
584+ 5.53% |
$129K - $141K
|
11.1K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-31.8K- 6.08% |
$7M - $7.67M
|
491K
$109M
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
48+ 1.14% |
$10.6K - $11.6K
|
4.27K
$951K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
636+ 1.03% |
$140K - $154K
|
62.3K
$13.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-460- 4.22% |
$101K - $111K
|
10.4K
$2.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
BUY
|
- |
2.48K+ 7.26% |
$547K - $599K
|
36.7K
$8.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-65- 0.87% |
$14.3K - $15.7K
|
7.41K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.59K+ 0.25% |
$790K - $866K
|
1.44M
$320M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.37K+ 23.69% |
$522K - $572K
|
12.4K
$2.75M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
287+ 0.16% |
$63.2K - $69.3K
|
179K
$39.8M
|