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
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
14.5K+ 121.53% |
$3.64M - $4.1M
|
26.4K
$7.62M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.13K+ 26.47% |
$786K - $885K
|
15K
$4.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-550- 13.46% |
$138K - $155K
|
3.54K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-54K- 22.94% |
$13.5M - $15.2M
|
181K
$52.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-706- 4.41% |
$177K - $200K
|
15.3K
$4.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Traction Financial Partners, LLC
Littleton, CO |
SELL
|
- |
-14- 0.61% |
$3.51K - $3.96K
|
2.27K
$653K
|
|
|
Nov 12, 2025
Q3 2025
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
82+ 38.86% |
$20.6K - $23.2K
|
293
$84.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Accent Capital Management, LLC
Dayton, OH |
SELL
|
- |
-11- 55.0% |
$2.76K - $3.11K
|
9
$2.59K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-20- 4.44% |
$5.02K - $5.65K
|
430
$124K
|
|
|
Nov 12, 2025
Q3 2025
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
27.8KNew |
$6.97M - $7.85M
|
27.8K
$8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pks Advisory Services, LLC
Albany, NY |
SELL
|
- |
-444- 4.27% |
$111K - $126K
|
9.96K
$2.87M
|
|
|
Nov 12, 2025
Q3 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
980+ 35.04% |
$246K - $277K
|
3.78K
$1.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.08% |
$251 - $283
|
1.29K
$372K
|
|
|
Nov 12, 2025
Q3 2025
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
BUY
|
- |
2+ 0.16% |
$502 - $565
|
1.25K
$360K
|
|
|
Nov 12, 2025
Q3 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-558- 3.81% |
$140K - $158K
|
14.1K
$4.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-201- 83.4% |
$50.4K - $56.8K
|
40
$11.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Wealthedge Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.26K- 35.29% |
$1.07M - $1.2M
|
7.81K
$2.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-109K- 14.92% |
$27.4M - $30.9M
|
624K
$180M
|
|
|
Nov 12, 2025
Q3 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
364+ 20.14% |
$91.4K - $103K
|
2.17K
$626K
|
|
|
Nov 12, 2025
Q3 2025
|
Sonata Capital Group Inc
|
SELL
|
- |
-15- 0.13% |
$3.76K - $4.24K
|
11.5K
$3.33M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1.21K+ 4.55% |
$304K - $342K
|
27.8K
$8.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-21- 1.45% |
$5.27K - $5.94K
|
1.43K
$412K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.54K- 5.69% |
$637K - $717K
|
42.1K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
350+ 4.68% |
$87.8K - $98.9K
|
7.83K
$2.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-69- 0.11% |
$17.3K - $19.5K
|
61.1K
$17.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.26K+ 11.58% |
$1.82M - $2.05M
|
69.9K
$20.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
98.8K+ 1.3% |
$24.8M - $27.9M
|
7.68M
$2.21B
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
150K+ 1385.19% |
$37.5M - $42.3M
|
160K
$46.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-2.62K- 26.22% |
$658K - $741K
|
7.38K
$2.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
401+ 17.71% |
$101K - $113K
|
2.67K
$768K
|
|
|
Nov 12, 2025
Q3 2025
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-70- 1.33% |
$17.6K - $19.8K
|
5.19K
$1.49M
|
|
|
Nov 12, 2025
Q3 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
12.3K+ 319.56% |
$3.09M - $3.49M
|
16.2K
$4.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2+ 0.13% |
$502 - $565
|
1.53K
$439K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-22.8K- 2.53% |
$5.73M - $6.46M
|
882K
$254M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-258- 0.4% |
$64.8K - $72.9K
|
63.8K
$18.4M
|
|
|
Nov 12, 2025
Q3 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
74+ 7.85% |
$18.6K - $20.9K
|
1.02K
$293K
|
|
|
Nov 12, 2025
Q3 2025
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-12- 0.7% |
$3.01K - $3.39K
|
1.71K
$492K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-49- 0.64% |
$12.3K - $13.9K
|
7.56K
$2.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Dodds Wealth, LLC
Greenwood Village, CO |
SELL
|
- |
-360- 1.6% |
$90.3K - $102K
|
22.1K
$6.38M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-275- 3.33% |
$69K - $77.7K
|
7.98K
$2.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
806New |
$202K - $228K
|
806
$232K
|
|
|
Nov 12, 2025
Q3 2025
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
8+ 0.72% |
$2.01K - $2.26K
|
1.12K
$321K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
377+ 14.67% |
$94.6K - $107K
|
2.95K
$849K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
SELL
|
- |
-17.7K- 98.71% |
$4.43M - $4.99M
|
231
$66.6K
|
|
|
Nov 12, 2025
Q3 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
70+ 0.32% |
$17.6K - $19.8K
|
22K
$6.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-10.6K- 95.03% |
$2.66M - $3M
|
554
$160K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
46KNew |
$11.5M - $13M
|
46K
$13.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
19.2K+ 3.43% |
$4.83M - $5.44M
|
579K
$167M
|
|
|
Nov 12, 2025
Q3 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1- 0.01% |
$251 - $283
|
13.1K
$3.78M
|
|
|
Nov 12, 2025
Q3 2025
|
New Square Capital LLC
|
SELL
|
- |
-610- 0.7% |
$153K - $172K
|
87K
$25.1M
|
|