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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
9.16K+ 10.23% |
$2.3M - $2.59M
|
98.8K
$28.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Le Clair Wealth Partners LLC
Dublin, OH |
SELL
|
- |
-128- 4.13% |
$32.1K - $36.2K
|
2.97K
$857K
|
|
|
Nov 12, 2025
Q3 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-219- 2.26% |
$55K - $61.9K
|
9.47K
$2.73M
|
|
|
Nov 12, 2025
Q3 2025
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-55- 0.24% |
$13.8K - $15.5K
|
22.7K
$6.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-13.1K- 32.97% |
$3.28M - $3.7M
|
26.6K
$7.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-582- 3.81% |
$146K - $165K
|
14.7K
$4.23M
|
|
|
Nov 12, 2025
Q3 2025
|
First International Bank Of Israel Ltd.
Tel Aviv, |
BUY
|
- |
31+ 0.87% |
$7.78K - $8.76K
|
3.6K
$1.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Mcia Inc
|
SELL
|
- |
-10- 0.91% |
$2.51K - $2.83K
|
1.09K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
Hfg Advisors, Inc.
|
BUY
|
- |
757New |
$190K - $214K
|
757
$218K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-5- 0.23% |
$1.25K - $1.41K
|
2.16K
$622K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-19- 1.27% |
$4.77K - $5.37K
|
1.47K
$424K
|
|
|
Nov 12, 2025
Q3 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49+ 1.72% |
$12.3K - $13.9K
|
2.9K
$834K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
322New |
$80.8K - $91K
|
322
$92.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
166+ 6.06% |
$41.7K - $46.9K
|
2.91K
$838K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-7- 12.28% |
$1.76K - $1.98K
|
50
$14.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-27- 1.79% |
$6.78K - $7.63K
|
1.48K
$428K
|
|
|
Nov 12, 2025
Q3 2025
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.38% |
$18.8K - $21.2K
|
19.7K
$5.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-78- 6.71% |
$19.6K - $22K
|
1.09K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
United Bank
|
BUY
|
- |
1.82K+ 4.98% |
$457K - $514K
|
38.4K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.78KNew |
$447K - $504K
|
1.78K
$514K
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.51K+ 6.64% |
$1.63M - $1.84M
|
105K
$30.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
793+ 30.7% |
$199K - $224K
|
3.38K
$973K
|
|
|
Nov 12, 2025
Q3 2025
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-6.91K- 19.29% |
$1.73M - $1.95M
|
28.9K
$8.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-293- 4.1% |
$73.5K - $82.8K
|
6.85K
$1.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-745- 44.03% |
$187K - $211K
|
947
$273K
|
|
|
Nov 12, 2025
Q3 2025
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.05KNew |
$264K - $297K
|
1.05K
$303K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.42K+ 2.69% |
$357K - $402K
|
54.3K
$15.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
775+ 2.74% |
$195K - $219K
|
29K
$8.36M
|
|
|
Nov 12, 2025
Q3 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-890- 76.33% |
$223K - $252K
|
276
$79.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
62.9K+ 11.32% |
$15.8M - $17.8M
|
618K
$178M
|
|
|
Nov 12, 2025
Q3 2025
|
Ballast Advisors LLC
|
BUY
|
- |
28+ 3.24% |
$7.03K - $7.91K
|
891
$257K
|
|
|
Nov 12, 2025
Q3 2025
|
Geneva Partners, LLC
|
SELL
|
- |
-17- 1.04% |
$4.27K - $4.81K
|
1.61K
$464K
|
|
|
Nov 12, 2025
Q3 2025
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.01K+ 93.7% |
$254K - $286K
|
2.09K
$602K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
BUY
|
- |
75.4K+ 5144.57% |
$18.9M - $21.3M
|
76.8K
$22.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.7K+ 38.35% |
$15.2M - $17.2M
|
219K
$63.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
38+ 0.33% |
$9.54K - $10.7K
|
11.6K
$3.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.22K- 13.63% |
$557K - $628K
|
14.1K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
128+ 0.14% |
$32.1K - $36.2K
|
91.9K
$26.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
7.41KNew |
$1.86M - $2.1M
|
7.41K
$2.14M
|
|
|
Nov 12, 2025
Q3 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-50- 0.79% |
$12.5K - $14.1K
|
6.26K
$1.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.72K- 10.11% |
$432K - $486K
|
15.3K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
533+ 2.3% |
$134K - $151K
|
23.7K
$6.83M
|
|
|
Nov 12, 2025
Q3 2025
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
SELL
|
- |
-83- 7.87% |
$20.8K - $23.5K
|
972
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
628+ 1.8% |
$158K - $178K
|
35.4K
$10.2M
|
|
|
Nov 12, 2025
Q3 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-67- 1.34% |
$16.8K - $18.9K
|
4.92K
$1.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-562- 0.3% |
$141K - $159K
|
184K
$53M
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-41.6K- 45.48% |
$10.5M - $11.8M
|
49.9K
$14.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-198- 0.74% |
$49.7K - $56K
|
26.4K
$7.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
95+ 4.3% |
$23.8K - $26.9K
|
2.31K
$664K
|
|
|
Nov 12, 2025
Q3 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-228- 3.67% |
$57.2K - $64.4K
|
5.98K
$1.72M
|
|