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 07, 2025
Q3 2025
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-350- 0.87% |
$87.8K - $98.9K
|
40.1K
$11.6M
|
|
|
Nov 07, 2025
Q3 2025
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.87KNew |
$469K - $528K
|
1.87K
$538K
|
|
|
Nov 07, 2025
Q3 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
5.61K+ 53.63% |
$1.41M - $1.59M
|
16.1K
$4.63M
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
599+ 48.27% |
$150K - $169K
|
1.84K
$530K
|
|
|
Nov 07, 2025
Q3 2025
|
Amg National Trust Bank
|
BUY
|
- |
1.49K+ 2.51% |
$373K - $420K
|
60.8K
$17.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
309+ 5.33% |
$77.5K - $87.3K
|
6.11K
$1.76M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.59K- 6.14% |
$399K - $449K
|
24.3K
$6.99M
|
|
|
Nov 07, 2025
Q3 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-8.22K- 3.09% |
$2.06M - $2.32M
|
258K
$74.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
681K+ 137.24% |
$171M - $192M
|
1.18M
$339M
|
|
|
Nov 07, 2025
Q3 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
336+ 11.67% |
$84.3K - $95K
|
3.22K
$926K
|
|
|
Nov 07, 2025
Q3 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
1.67K+ 62.26% |
$418K - $471K
|
4.34K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-42- 59.15% |
$10.5K - $11.9K
|
29
$8.36K
|
|
|
Nov 07, 2025
Q3 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
764New |
$192K - $216K
|
764
$220K
|
|
|
Nov 07, 2025
Q3 2025
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-35- 1.51% |
$8.78K - $9.89K
|
2.28K
$656K
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.6K+ 6.11% |
$904K - $1.02M
|
62.5K
$18M
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
226+ 2260.0% |
$56.7K - $63.9K
|
236
$68K
|
|
|
Nov 06, 2025
Q3 2025
|
Financially Speaking Inc
Greenwood Village, CO |
BUY
|
- |
35.9K+ 149429.17% |
$9M - $10.1M
|
35.9K
$10.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.79K+ 24.97% |
$699K - $787K
|
13.9K
$4.02M
|
|
|
Nov 06, 2025
Q3 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.33K+ 5.84% |
$1.59M - $1.79M
|
115K
$33.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-9- 0.65% |
$2.26K - $2.54K
|
1.37K
$395K
|
|
|
Nov 06, 2025
Q3 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
4.36K+ 11.99% |
$1.09M - $1.23M
|
40.7K
$11.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Integrity Financial Corp
|
SELL
|
- |
-229- 37.06% |
$57.5K - $64.7K
|
389
$112K
|
|
|
Nov 06, 2025
Q3 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-27- 1.9% |
$6.78K - $7.63K
|
1.4K
$402K
|
|
|
Nov 06, 2025
Q3 2025
|
First National Trust CO
|
SELL
|
- |
-86- 0.8% |
$21.6K - $24.3K
|
10.7K
$3.07M
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
371+ 2.59% |
$93.1K - $105K
|
14.7K
$4.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.35K- 7.33% |
$338K - $381K
|
17K
$4.91M
|
|
|
Nov 06, 2025
Q3 2025
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
941New |
$236K - $266K
|
941
$271K
|
|
|
Nov 06, 2025
Q3 2025
|
Midwest Trust CO
Overland Park, KS |
SELL
|
- |
-3.68K- 4.55% |
$922K - $1.04M
|
77K
$22.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
71+ 23.83% |
$17.8K - $20.1K
|
369
$106K
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-7.89K- 31.46% |
$1.98M - $2.23M
|
17.2K
$4.96M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.48K+ 6.31% |
$1.38M - $1.55M
|
92.4K
$26.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
310+ 1.12% |
$77.8K - $87.6K
|
28K
$8.06M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
17.4K+ 18.59% |
$4.37M - $4.92M
|
111K
$32M
|
|
|
Nov 06, 2025
Q3 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-144- 2.3% |
$36.1K - $40.7K
|
6.13K
$1.77M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
27.5K+ 13.16% |
$6.89M - $7.76M
|
236K
$68.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.1K+ 23.07% |
$277K - $312K
|
5.88K
$1.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
14.7KNew |
$3.68M - $4.14M
|
14.7K
$4.23M
|
|
|
Nov 06, 2025
Q3 2025
|
Leuthold Group, LLC
|
SELL
|
- |
-1.85K- 4.74% |
$463K - $522K
|
37K
$10.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
752New |
$189K - $213K
|
752
$217K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
44K+ 321.38% |
$11M - $12.4M
|
57.6K
$16.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
55+ 5.79% |
$13.8K - $15.5K
|
1.01K
$290K
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.3K+ 19.94% |
$3.08M - $3.47M
|
73.9K
$21.3M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-34.7K- 9.61% |
$8.7M - $9.79M
|
326K
$93.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-10.3K- 9.85% |
$2.57M - $2.9M
|
93.9K
$27.1M
|
|
|
Nov 06, 2025
Q3 2025
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-512- 86.49% |
$128K - $145K
|
80
$23.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
405New |
$102K - $114K
|
405
$117K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-293- 1.24% |
$73.5K - $82.8K
|
23.3K
$6.7M
|
|
|
Nov 06, 2025
Q3 2025
|
Haven Private, LLC
Orlando, FL |
BUY
|
- |
179+ 5.46% |
$44.9K - $50.6K
|
3.46K
$996K
|
|
|
Nov 06, 2025
Q3 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
54+ 2.17% |
$13.6K - $15.3K
|
2.54K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.41K+ 7.89% |
$353K - $397K
|
19.2K
$5.54M
|
|