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
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.58K+ 60.34% |
$397K - $447K
|
4.2K
$1.21M
|
|
|
Nov 12, 2025
Q3 2025
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-490- 8.72% |
$123K - $139K
|
5.13K
$1.48M
|
|
|
Nov 12, 2025
Q3 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
615+ 0.23% |
$154K - $174K
|
266K
$76.5M
|
|
|
Nov 12, 2025
Q3 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-291- 0.86% |
$73K - $82.3K
|
33.7K
$9.72M
|
|
|
Nov 12, 2025
Q3 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
219+ 3.0% |
$55K - $61.9K
|
7.51K
$2.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Managed Asset Portfolios, LLC
Rochester, MI |
SELL
|
- |
-460- 31.64% |
$115K - $130K
|
994
$286K
|
|
|
Nov 12, 2025
Q3 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.53K+ 5.31% |
$383K - $431K
|
30.3K
$8.72M
|
|
|
Nov 12, 2025
Q3 2025
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-2.1K- 15.66% |
$528K - $594K
|
11.3K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-81- 8.41% |
$20.3K - $22.9K
|
882
$254K
|
|
|
Nov 12, 2025
Q3 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.1% |
$251 - $283
|
980
$282K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcmorgan & CO LLC
San Francisco, CA |
SELL
|
- |
-53.1K- 97.7% |
$13.3M - $15M
|
1.25K
$361K
|
|
|
Nov 12, 2025
Q3 2025
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-105- 3.95% |
$26.4K - $29.7K
|
2.55K
$736K
|
|
|
Nov 12, 2025
Q3 2025
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-127- 0.79% |
$31.9K - $35.9K
|
15.9K
$4.57M
|
|
|
Nov 12, 2025
Q3 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.61K+ 12.02% |
$403K - $454K
|
15K
$4.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
23.5K+ 2329.1% |
$5.89M - $6.63M
|
24.5K
$7.05M
|
|
|
Nov 12, 2025
Q3 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
SELL
|
- |
-129- 1.84% |
$32.4K - $36.5K
|
6.9K
$1.99M
|
|
|
Nov 12, 2025
Q3 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4.52KNew |
$1.13M - $1.28M
|
4.52K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Lunt Capital Management, Inc.
Holladay, UT |
SELL
|
- |
-359- 7.47% |
$90.1K - $101K
|
4.45K
$1.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
460+ 42.79% |
$115K - $130K
|
1.54K
$442K
|
|
|
Nov 12, 2025
Q3 2025
|
Ames National Corp
Ames, IA |
SELL
|
- |
-1.15K- 7.94% |
$289K - $325K
|
13.3K
$3.84M
|
|
|
Nov 12, 2025
Q3 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
771New |
$193K - $218K
|
771
$222K
|
|
|
Nov 12, 2025
Q3 2025
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
980+ 8.87% |
$246K - $277K
|
12K
$3.47M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77.5K+ 1170.71% |
$19.4M - $21.9M
|
84.1K
$24.2M
|
|
|
Nov 12, 2025
Q3 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-1.32K- 6.97% |
$330K - $372K
|
17.6K
$5.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
1.22KNew |
$305K - $344K
|
1.22K
$351K
|
|
|
Nov 12, 2025
Q3 2025
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
BUY
|
- |
3+ 0.04% |
$753 - $848
|
7.7K
$2.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-5.35K- 0.77% |
$1.34M - $1.51M
|
690K
$199M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-109- 1.42% |
$27.4K - $30.8K
|
7.59K
$2.19M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.14K- 5.77% |
$788K - $888K
|
51.3K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
277K+ 47.94% |
$69.6M - $78.3M
|
855K
$246M
|
|
|
Nov 12, 2025
Q3 2025
|
Barclays PLC
London, X0 |
BUY
|
CALL |
188KNew |
$47.3M - $53.3M
|
188K
$54.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3.08K- 13.55% |
$772K - $870K
|
19.6K
$5.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
13+ 0.34% |
$3.26K - $3.67K
|
3.83K
$1.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-7.25K- 41.8% |
$1.82M - $2.05M
|
10.1K
$2.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.76K+ 15.21% |
$1.7M - $1.91M
|
51.2K
$14.8M
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-2.02K- 6.18% |
$507K - $572K
|
30.7K
$8.85M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22.5K+ 4.2% |
$5.64M - $6.35M
|
557K
$160M
|
|
|
Nov 12, 2025
Q3 2025
|
Obsidian Personal Planning Solutions LLC
|
SELL
|
- |
-13- 0.49% |
$3.26K - $3.67K
|
2.62K
$754K
|
|
|
Nov 12, 2025
Q3 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
3+ 0.14% |
$753 - $848
|
2.22K
$640K
|
|
|
Nov 12, 2025
Q3 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-600- 15.18% |
$151K - $170K
|
3.35K
$966K
|
|
|
Nov 12, 2025
Q3 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-528- 3.44% |
$133K - $149K
|
14.8K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-347- 1.5% |
$87.1K - $98.1K
|
22.7K
$6.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-348- 8.22% |
$87.3K - $98.4K
|
3.89K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-20.6K- 5.89% |
$5.17M - $5.83M
|
329K
$94.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.01K+ 31.16% |
$253K - $285K
|
4.25K
$1.22M
|
|
|
Nov 12, 2025
Q3 2025
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
110+ 0.94% |
$27.6K - $31.1K
|
11.8K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
4.42K+ 5.15% |
$1.11M - $1.25M
|
90.1K
$26M
|
|
|
Nov 12, 2025
Q3 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-250- 3.93% |
$62.7K - $70.7K
|
6.11K
$1.76M
|
|
|
Nov 12, 2025
Q3 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-29- 0.64% |
$7.28K - $8.2K
|
4.53K
$1.31M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.82K+ 44.98% |
$1.96M - $2.21M
|
25.2K
$7.26M
|
|