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 29, 2025
Q4 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
BUY
|
- |
4.97KNew |
$1.09M - $1.2M
|
4.97K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$649K - $711K
|
2.95K
$664K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-1.33K- 12.71% |
$293K - $321K
|
9.14K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-1.01K- 1.83% |
$222K - $243K
|
54.2K
$12.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-30- 0.25% |
$6.61K - $7.24K
|
12K
$2.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
8+ 0.22% |
$1.76K - $1.93K
|
3.72K
$839K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
1.54K+ 6.6% |
$340K - $373K
|
24.9K
$5.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.69K - $10.6K
|
2.89K
$651K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.02% |
$441 - $483
|
8.52K
$1.92M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
280+ 0.93% |
$61.7K - $67.6K
|
30.2K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.06K+ 19.47% |
$1.99M - $2.19M
|
55.6K
$12.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Advisors Inc
|
BUY
|
- |
99+ 0.94% |
$21.8K - $23.9K
|
10.7K
$2.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-23.3K- 91.64% |
$5.14M - $5.63M
|
2.13K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41+ 3.14% |
$9.03K - $9.9K
|
1.35K
$304K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-72- 1.98% |
$15.9K - $17.4K
|
3.56K
$803K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-29.8K- 39.54% |
$6.56M - $7.19M
|
45.5K
$10.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-330- 31.34% |
$72.7K - $79.7K
|
723
$163K
|
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
34+ 77.27% |
$7.49K - $8.21K
|
78
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
685+ 1.06% |
$151K - $165K
|
65.6K
$14.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.03KNew |
$228K - $250K
|
1.03K
$233K
|
|
|
Jan 29, 2025
Q4 2024
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
SELL
|
- |
-448- 1.11% |
$98.7K - $108K
|
39.8K
$8.98M
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-112- 0.86% |
$24.7K - $27K
|
12.9K
$2.91M
|
|
|
Jan 29, 2025
Q4 2024
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
887New |
$195K - $214K
|
887
$200K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-127- 3.33% |
$28K - $30.7K
|
3.69K
$832K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$220 - $241
|
1.2K
$272K
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-416- 9.94% |
$91.6K - $100K
|
3.77K
$850K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-440- 3.48% |
$96.9K - $106K
|
12.2K
$2.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-159- 1.64% |
$35K - $38.4K
|
9.55K
$2.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-12- 0.2% |
$2.64K - $2.9K
|
5.85K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
981New |
$216K - $237K
|
981
$221K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
17+ 1.06% |
$3.74K - $4.1K
|
1.62K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-1- 0.24% |
$220 - $241
|
410
$92.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-14- 1.2% |
$3.08K - $3.38K
|
1.15K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-48- 1.22% |
$10.6K - $11.6K
|
3.88K
$875K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.79K- 28.33% |
$394K - $431K
|
4.52K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 250.0% |
$1.1K - $1.21K
|
7
$1.58K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-7- 0.18% |
$1.54K - $1.69K
|
3.87K
$872K
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
1.32K+ 118.95% |
$290K - $318K
|
2.43K
$547K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
221+ 13.62% |
$48.7K - $53.4K
|
1.84K
$416K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
37.7KNew |
$8.3M - $9.1M
|
37.7K
$8.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-3.75K- 0.38% |
$826K - $905K
|
973K
$219M
|
|
|
Jan 28, 2025
Q4 2024
|
5th Street Advisors, LLC
|
BUY
|
- |
536+ 3.09% |
$118K - $129K
|
17.9K
$4.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-129- 6.44% |
$28.4K - $31.1K
|
1.88K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
35.1KNew |
$7.74M - $8.48M
|
35.1K
$7.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-651- 1.24% |
$143K - $157K
|
52.1K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
161+ 1.35% |
$35.5K - $38.9K
|
12.1K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
4.99K+ 45.49% |
$1.1M - $1.21M
|
16K
$3.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
1.01KNew |
$223K - $245K
|
1.01K
$229K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.52K- 8.61% |
$336K - $368K
|
16.2K
$3.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
900+ 136.16% |
$198K - $217K
|
1.56K
$352K
|