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 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
18.4KNew |
$4.06M - $4.45M
|
18.4K
$4.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
21+ 2.03% |
$4.63K - $5.07K
|
1.05K
$234K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
29New |
$6.39K - $7K
|
29
$6.46K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
564+ 1.85% |
$124K - $136K
|
31K
$6.91M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-985- 0.77% |
$217K - $238K
|
126K
$28.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
865+ 1.7% |
$191K - $209K
|
51.6K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-4.46K- 4.51% |
$983K - $1.08M
|
94.5K
$21M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
3.99K+ 30.94% |
$878K - $962K
|
16.9K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-1.59K- 35.99% |
$350K - $384K
|
2.83K
$629K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
560+ 11.97% |
$123K - $135K
|
5.24K
$1.17M
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-143- 0.71% |
$31.5K - $34.5K
|
20.1K
$4.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-116- 3.23% |
$25.6K - $28K
|
3.48K
$774K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.34K+ 73.44% |
$1.4M - $1.53M
|
15K
$3.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
608+ 4.76% |
$134K - $147K
|
13.4K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
13+ 0.38% |
$2.86K - $3.14K
|
3.45K
$768K
|
|
|
Feb 03, 2025
Q4 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-19- 1.59% |
$4.18K - $4.59K
|
1.18K
$262K
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-265- 5.27% |
$58.4K - $64K
|
4.76K
$1.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
SELL
|
- |
-2- 6.25% |
$441 - $483
|
30
$6.68K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
635+ 7.81% |
$140K - $153K
|
8.77K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
18.4KNew |
$4.06M - $4.45M
|
18.4K
$4.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.05K+ 23.31% |
$672K - $737K
|
16.1K
$3.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-87- 1.36% |
$19.2K - $21K
|
6.29K
$1.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
7.22K+ 3.02% |
$1.59M - $1.74M
|
246K
$54.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
4+ 0.17% |
$881 - $966
|
2.29K
$510K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
394New |
$86.8K - $95.1K
|
394
$87.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$1.1K - $1.21K
|
5.19K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
SELL
|
- |
-50- 0.22% |
$11K - $12.1K
|
22.5K
$5.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-98- 1.42% |
$21.6K - $23.7K
|
6.79K
$1.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
16+ 4.42% |
$3.52K - $3.86K
|
378
$84.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
25+ 0.45% |
$5.51K - $6.04K
|
5.63K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-65- 0.09% |
$14.3K - $15.7K
|
72.6K
$16.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-23.7K- 0.88% |
$5.21M - $5.71M
|
2.66M
$591M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
746+ 9.48% |
$164K - $180K
|
8.61K
$1.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.42K- 3.67% |
$974K - $1.07M
|
116K
$25.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
49+ 3.7% |
$10.8K - $11.8K
|
1.38K
$306K
|
|
|
Jan 31, 2025
Q4 2024
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.79K+ 3.79% |
$394K - $432K
|
49K
$10.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
631+ 7.72% |
$139K - $152K
|
8.81K
$1.96M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.35K- 4.89% |
$517K - $566K
|
45.6K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.88K- 1.69% |
$633K - $694K
|
168K
$37.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.68K+ 5.0% |
$589K - $646K
|
56.2K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.05% |
$220 - $241
|
2.13K
$473K
|
|
|
Jan 31, 2025
Q4 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-122- 9.15% |
$26.9K - $29.5K
|
1.21K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-414- 7.41% |
$91.2K - $100K
|
5.18K
$1.15M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.3KNew |
$2.27M - $2.49M
|
10.3K
$2.29M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
SELL
|
- |
-3.31K- 8.56% |
$729K - $799K
|
35.4K
$7.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
104+ 11.12% |
$22.9K - $25.1K
|
1.04K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 2.87% |
$15.4K - $16.9K
|
2.51K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
410New |
$90.3K - $99K
|
410
$91.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.1KNew |
$4.42M - $4.84M
|
20.1K
$4.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13New |
$2.86K - $3.14K
|
13
$2.89K
|