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 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-154- 4.63% |
$33.9K - $37.2K
|
3.17K
$705K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-118- 1.69% |
$26K - $28.5K
|
6.87K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.01K- 12.33% |
$444K - $486K
|
14.3K
$3.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.96K- 12.33% |
$873K - $957K
|
28.2K
$6.27M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
22+ 15.71% |
$4.85K - $5.31K
|
162
$36.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
30.1KNew |
$6.63M - $7.26M
|
30.1K
$6.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Pcg Asset Management, LLC
Gladstone, NJ |
BUY
|
- |
14.9KNew |
$3.28M - $3.59M
|
14.9K
$3.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
SELL
|
- |
-242- 0.21% |
$53.3K - $58.4K
|
117K
$26.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.11K+ 24.47% |
$244K - $268K
|
5.64K
$1.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-14.4K- 60.77% |
$3.18M - $3.48M
|
9.31K
$2.07M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
643+ 14.79% |
$142K - $155K
|
4.99K
$1.11M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-344- 14.91% |
$75.8K - $83.1K
|
1.96K
$437K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
2.28K+ 22.8% |
$502K - $551K
|
12.3K
$2.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-583- 13.01% |
$128K - $141K
|
3.9K
$867K
|
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
27.4KNew |
$6.04M - $6.62M
|
27.4K
$6.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.45KNew |
$760K - $833K
|
3.45K
$768K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
293New |
$64.5K - $70.7K
|
293
$65.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-631- 1.66% |
$139K - $152K
|
37.5K
$8.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
1.49K+ 27.26% |
$328K - $360K
|
6.95K
$1.55M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33K+ 48.68% |
$7.27M - $7.97M
|
101K
$22.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24.5KNew |
$5.4M - $5.92M
|
24.5K
$5.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
55+ 2.44% |
$12.1K - $13.3K
|
2.31K
$514K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.42KNew |
$313K - $344K
|
1.42K
$317K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.11K+ 73.95% |
$1.35M - $1.47M
|
14.4K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
592+ 42.14% |
$130K - $143K
|
2K
$445K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
130+ 1.62% |
$28.6K - $31.4K
|
8.14K
$1.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
676+ 6.66% |
$149K - $163K
|
10.8K
$2.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-1.12K- 8.63% |
$247K - $271K
|
11.9K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Asset Advisors Investment Management, LLC
|
SELL
|
- |
-840- 0.58% |
$185K - $203K
|
143K
$31.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.5K+ 11.63% |
$2.31M - $2.53M
|
101K
$22.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-9.93K- 25.58% |
$2.19M - $2.4M
|
28.9K
$6.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
BUY
|
- |
396+ 1.04% |
$87.2K - $95.6K
|
38.3K
$8.52M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.29K+ 9.17% |
$283K - $310K
|
15.3K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-200- 8.62% |
$44.1K - $48.3K
|
2.12K
$472K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-9.61K- 2.11% |
$2.12M - $2.32M
|
446K
$99.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-5.1K- 1.78% |
$1.12M - $1.23M
|
282K
$62.7M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
654+ 0.47% |
$144K - $158K
|
141K
$31.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-16- 5.06% |
$3.52K - $3.86K
|
300
$66.8K
|
|
|
Feb 04, 2025
Q4 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
350+ 5.96% |
$77.1K - $84.5K
|
6.22K
$1.38M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
38.2K+ 181.32% |
$8.41M - $9.22M
|
59.2K
$13.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.36K+ 7.41% |
$300K - $328K
|
19.7K
$4.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3+ 0.1% |
$661 - $724
|
3.07K
$682K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$42.3K - $46.4K
|
192
$42.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-59- 5.44% |
$13K - $14.2K
|
1.03K
$228K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
74+ 0.33% |
$16.3K - $17.9K
|
22.2K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-14- 1.08% |
$3.08K - $3.38K
|
1.28K
$285K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-454- 3.63% |
$100K - $110K
|
12.1K
$2.69M
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.73K+ 14.52% |
$602K - $660K
|
21.5K
$4.79M
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-100- 3.56% |
$22K - $24.1K
|
2.71K
$604K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-400- 2.49% |
$88.1K - $96.6K
|
15.7K
$3.49M
|