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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-2- 0.12% |
$441 - $483
|
1.63K
$362K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$441 - $483
|
2.53K
$563K
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
BUY
|
- |
1.98KNew |
$436K - $478K
|
1.98K
$441K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-12.1K- 5.56% |
$2.67M - $2.93M
|
206K
$45.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
52+ 0.28% |
$11.5K - $12.6K
|
18.7K
$4.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
51+ 2.18% |
$11.2K - $12.3K
|
2.39K
$533K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
322New |
$70.9K - $77.7K
|
322
$71.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.23K+ 13.68% |
$270K - $296K
|
10.2K
$2.27M
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1- 0.08% |
$220 - $241
|
1.23K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
411+ 23.14% |
$90.5K - $99.2K
|
2.19K
$487K
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
146+ 6.01% |
$32.2K - $35.3K
|
2.57K
$573K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-550- 1.16% |
$121K - $133K
|
47K
$10.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
907+ 28.78% |
$200K - $219K
|
4.06K
$903K
|
|
|
Jan 30, 2025
Q4 2024
|
Hourglass Capital, LLC
|
BUY
|
- |
4K+ 300.75% |
$881K - $966K
|
5.33K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.45K- 2.03% |
$320K - $351K
|
70K
$15.6M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.18M- 99.54% |
$260M - $285M
|
5.44K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-38- 0.42% |
$8.37K - $9.17K
|
8.92K
$1.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$3.3K - $3.62K
|
14K
$3.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
261+ 1.65% |
$57.5K - $63K
|
16.1K
$3.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
672+ 3.19% |
$148K - $162K
|
21.8K
$4.84M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
372+ 3.04% |
$81.9K - $89.8K
|
12.6K
$2.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
2.12KNew |
$467K - $512K
|
2.12K
$472K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
4.94K+ 3.95% |
$1.09M - $1.19M
|
130K
$28.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
19.6KNew |
$4.31M - $4.72M
|
19.6K
$4.35M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.36K+ 5.4% |
$1.18M - $1.29M
|
104K
$23.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.49K+ 24.41% |
$328K - $360K
|
7.59K
$1.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-699- 3.08% |
$154K - $169K
|
22K
$4.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Ddd Partners, LLC
|
BUY
|
- |
133+ 1.58% |
$29.3K - $32.1K
|
8.56K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
648New |
$143K - $156K
|
648
$144K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-212- 29.08% |
$46.7K - $51.2K
|
517
$115K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-2.14K- 7.97% |
$472K - $517K
|
24.7K
$5.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-99- 31.43% |
$21.8K - $23.9K
|
216
$48.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
SELL
|
- |
-72- 0.86% |
$15.9K - $17.4K
|
8.27K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.05K- 1.33% |
$230K - $253K
|
77.7K
$17.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-48- 3.66% |
$10.6K - $11.6K
|
1.26K
$281K
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.07% |
$3.08K - $3.38K
|
19K
$4.23M
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
2.07K+ 8.54% |
$455K - $499K
|
26.3K
$5.85M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
56+ 0.66% |
$12.3K - $13.5K
|
8.53K
$1.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
465+ 4.62% |
$102K - $112K
|
10.5K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
5.07K+ 114.41% |
$1.12M - $1.22M
|
9.49K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-23.5K- 98.4% |
$5.17M - $5.67M
|
382
$85K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
400+ 0.54% |
$88.1K - $96.6K
|
74.3K
$16.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarus Group, Inc.
|
BUY
|
- |
1+ 0.06% |
$220 - $241
|
1.55K
$345K
|
|
|
Jan 29, 2025
Q4 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
681+ 28.12% |
$150K - $164K
|
3.1K
$691K
|
|
|
Jan 29, 2025
Q4 2024
|
Core Alternative Capital
|
SELL
|
- |
-250- 60.24% |
$55.1K - $60.4K
|
165
$36.7K
|
|
|
Jan 29, 2025
Q4 2024
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
5.01K+ 502.01% |
$1.1M - $1.21M
|
6K
$1.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
96.5KNew |
$21.3M - $23.3M
|
96.5K
$21.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
55.1KNew |
$12.1M - $13.3M
|
55.1K
$12.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Peterson Wealth Services
|
BUY
|
- |
1+ 0.23% |
$220 - $241
|
430
$95.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-102- 10.09% |
$22.5K - $24.6K
|
909
$202K
|