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
|
Dld Asset Management, LP
New York, NY |
BUY
|
PUT |
500+ 62.5% |
$125K - $141K
|
1.3K
$375K
|
|
|
Nov 12, 2025
Q3 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
36.5KNew |
$9.17M - $10.3M
|
36.5K
$10.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
111+ 0.11% |
$27.9K - $31.4K
|
104K
$29.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-95- 2.4% |
$23.8K - $26.9K
|
3.87K
$1.12M
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3+ 0.04% |
$753 - $848
|
7.75K
$2.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
135+ 0.64% |
$33.9K - $38.2K
|
21.1K
$6.09M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
66+ 3.91% |
$16.6K - $18.7K
|
1.75K
$505K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-19- 5.31% |
$4.77K - $5.37K
|
339
$97.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
1+ 0.29% |
$251 - $283
|
350
$101K
|
|
|
Nov 12, 2025
Q3 2025
|
J Hagan Capital, Inc.
Louisville, KY |
SELL
|
- |
-3.8KClosed |
$954K - $1.07M
|
0
$0
|
|
|
Nov 12, 2025
Q3 2025
|
Planwiser Financial, LLC
Colorado Springs, CO |
SELL
|
- |
-2.75K- 23.78% |
$691K - $778K
|
8.83K
$2.54M
|
|
|
Nov 12, 2025
Q3 2025
|
Nerd Wallet Wealth Partners, LLC
New York, NY |
BUY
|
- |
912New |
$229K - $258K
|
912
$263K
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-255- 11.25% |
$64K - $72.1K
|
2.01K
$580K
|
|
|
Nov 10, 2025
Q3 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
190+ 11.56% |
$47.7K - $53.7K
|
1.83K
$528K
|
|
|
Nov 10, 2025
Q3 2025
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-78K- 21.92% |
$19.6M - $22M
|
278K
$80M
|
|
|
Nov 10, 2025
Q3 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.14K+ 95.63% |
$538K - $605K
|
4.38K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
26+ 0.41% |
$6.53K - $7.35K
|
6.39K
$1.84M
|
|
|
Nov 10, 2025
Q3 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.91KNew |
$731K - $823K
|
2.91K
$839K
|
|
|
Nov 10, 2025
Q3 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
769New |
$193K - $217K
|
769
$222K
|
|
|
Nov 10, 2025
Q3 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.97K- 46.37% |
$494K - $556K
|
2.28K
$656K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
59.1K+ 8.61% |
$14.8M - $16.7M
|
745K
$215M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
PUT |
235K+ 142.42% |
$59M - $66.4M
|
400K
$115M
|
|
|
Nov 10, 2025
Q3 2025
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.6K- 7.62% |
$651K - $734K
|
31.4K
$9.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
17.7K+ 273.69% |
$4.44M - $5.01M
|
24.2K
$6.97M
|
|
|
Nov 10, 2025
Q3 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
4+ 0.11% |
$1K - $1.13K
|
3.49K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-386- 7.79% |
$96.9K - $109K
|
4.57K
$1.32M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.14K+ 4.74% |
$286K - $323K
|
25.2K
$7.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
85K+ 151.83% |
$21.3M - $24M
|
141K
$40.6M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
350+ 0.68% |
$87.8K - $98.9K
|
51.7K
$14.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.06KNew |
$267K - $300K
|
1.06K
$306K
|
|
|
Nov 10, 2025
Q3 2025
|
Everstar Asset Management, LLC
Mooresville, NC |
SELL
|
- |
-1.32K- 10.78% |
$330K - $372K
|
10.9K
$3.14M
|
|
|
Nov 10, 2025
Q3 2025
|
American Money Management, LLC
|
SELL
|
- |
-268- 1.28% |
$67.3K - $75.8K
|
20.6K
$5.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.3K+ 6.72% |
$576K - $649K
|
36.5K
$10.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
653+ 7.39% |
$164K - $185K
|
9.49K
$2.74M
|
|
|
Nov 10, 2025
Q3 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
101K+ 9.42% |
$25.3M - $28.5M
|
1.17M
$337M
|
|
|
Nov 10, 2025
Q3 2025
|
Lowery Thomas, LLC
San Francisco, CA |
SELL
|
- |
-60- 1.43% |
$15.1K - $17K
|
4.14K
$1.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
766+ 5.49% |
$192K - $217K
|
14.7K
$4.24M
|
|
|
Nov 10, 2025
Q3 2025
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-78.4K- 96.23% |
$19.7M - $22.2M
|
3.07K
$886K
|
|
|
Nov 10, 2025
Q3 2025
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
7.63KNew |
$1.92M - $2.16M
|
7.63K
$2.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
SELL
|
- |
-115- 10.67% |
$28.9K - $32.5K
|
963
$277K
|
|
|
Nov 10, 2025
Q3 2025
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
116+ 10.14% |
$29.1K - $32.8K
|
1.26K
$363K
|
|
|
Nov 10, 2025
Q3 2025
|
Constant Guidance Financial LLC
Attleboro Falls, MA |
BUY
|
- |
28.4KNew |
$7.13M - $8.04M
|
28.4K
$8.19M
|
|
|
Nov 10, 2025
Q3 2025
|
Equitable Trust CO
|
SELL
|
- |
-36- 0.5% |
$9.03K - $10.2K
|
7.1K
$2.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.38K+ 10.75% |
$596K - $672K
|
24.5K
$7.05M
|
|
|
Nov 10, 2025
Q3 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.15K+ 46.99% |
$288K - $324K
|
3.59K
$1.03M
|
|
|
Nov 10, 2025
Q3 2025
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-7.49K- 28.92% |
$1.88M - $2.12M
|
18.4K
$5.31M
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.83K+ 19.01% |
$459K - $516K
|
11.4K
$3.3M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
227+ 3.5% |
$57K - $64.2K
|
6.72K
$1.94M
|
|
|
Nov 10, 2025
Q3 2025
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-300- 17.96% |
$75.3K - $84.8K
|
1.37K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-184- 9.38% |
$46.2K - $52K
|
1.78K
$512K
|
|