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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$753 - $848
|
4.52K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
102+ 2.31% |
$25.6K - $28.8K
|
4.52K
$1.3M
|
|
|
Oct 30, 2025
Q3 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-121- 1.68% |
$30.4K - $34.2K
|
7.08K
$2.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
71+ 0.97% |
$17.8K - $20.1K
|
7.4K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquility Partners, LLC
|
SELL
|
- |
-38- 1.04% |
$9.54K - $10.7K
|
3.62K
$1.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-95- 0.52% |
$23.8K - $26.9K
|
18.2K
$5.26M
|
|
|
Oct 30, 2025
Q3 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-250- 11.41% |
$62.7K - $70.7K
|
1.94K
$560K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
90+ 5.36% |
$22.6K - $25.4K
|
1.77K
$509K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-532- 0.45% |
$134K - $150K
|
118K
$34M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-7.99K- 33.03% |
$2.01M - $2.26M
|
16.2K
$4.67M
|
|
|
Oct 30, 2025
Q3 2025
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
1.46K+ 2.61% |
$365K - $411K
|
57.3K
$16.5M
|
|
|
Oct 30, 2025
Q3 2025
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.98K+ 191.03% |
$497K - $560K
|
3.02K
$870K
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-120- 0.59% |
$30.1K - $33.9K
|
20.2K
$5.81M
|
|
|
Oct 30, 2025
Q3 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-160- 3.63% |
$40.2K - $45.2K
|
4.25K
$1.22M
|
|
|
Oct 30, 2025
Q3 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
106+ 6.1% |
$26.6K - $30K
|
1.85K
$532K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 2.44% |
$502 - $565
|
80
$23.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3+ 0.06% |
$753 - $848
|
4.97K
$1.43M
|
|
|
Oct 30, 2025
Q3 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
560+ 2.33% |
$141K - $158K
|
24.6K
$7.09M
|
|
|
Oct 30, 2025
Q3 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-424- 3.64% |
$106K - $120K
|
11.2K
$3.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Legacy Advisory Services, LLC
Exton, PA |
BUY
|
- |
751New |
$188K - $212K
|
751
$216K
|
|
|
Oct 30, 2025
Q3 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
701+ 46.27% |
$176K - $198K
|
2.22K
$639K
|
|
|
Oct 30, 2025
Q3 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.4K+ 165.37% |
$352K - $397K
|
2.25K
$649K
|
|
|
Oct 30, 2025
Q3 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
385+ 1.04% |
$96.6K - $109K
|
37.5K
$10.8M
|
|
|
Oct 30, 2025
Q3 2025
|
Facet Wealth, Inc.
|
BUY
|
- |
1.57K+ 140.39% |
$394K - $444K
|
2.69K
$775K
|
|
|
Oct 30, 2025
Q3 2025
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
74+ 7.6% |
$18.6K - $20.9K
|
1.05K
$302K
|
|
|
Oct 30, 2025
Q3 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.64K- 2.6% |
$412K - $464K
|
61.5K
$17.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
41+ 37.61% |
$10.3K - $11.6K
|
150
$43.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Nadler Financial Group, Inc.
|
BUY
|
- |
55+ 1.1% |
$13.8K - $15.5K
|
5.06K
$1.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
262+ 4.66% |
$65.8K - $74.1K
|
5.89K
$1.7M
|
|
|
Oct 30, 2025
Q3 2025
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-63- 0.29% |
$15.8K - $17.8K
|
21.5K
$6.18M
|
|
|
Oct 30, 2025
Q3 2025
|
Northstar Asset Management Inc
Boston, MA |
BUY
|
- |
827New |
$208K - $234K
|
827
$238K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-27- 1.01% |
$6.78K - $7.63K
|
2.64K
$762K
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
BUY
|
- |
6.82K+ 5.28% |
$1.71M - $1.93M
|
136K
$39.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Hudson Value Partners, LLC
|
BUY
|
- |
768+ 6.25% |
$193K - $217K
|
13.1K
$3.76M
|
|
|
Oct 30, 2025
Q3 2025
|
Univest Financial Corp
|
BUY
|
- |
71+ 0.94% |
$17.8K - $20.1K
|
7.61K
$2.19M
|
|
|
Oct 30, 2025
Q3 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
66+ 1.41% |
$16.6K - $18.7K
|
4.75K
$1.37M
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
9.33KNew |
$2.34M - $2.64M
|
9.33K
$2.69M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
384New |
$96.4K - $109K
|
384
$111K
|
|
|
Oct 30, 2025
Q3 2025
|
Jmac Enterprises LLC
|
BUY
|
- |
1.28K+ 4.03% |
$321K - $362K
|
33K
$9.51M
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
25+ 0.69% |
$6.27K - $7.07K
|
3.67K
$1.06M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.92K+ 7.93% |
$482K - $543K
|
26.2K
$7.54M
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
106+ 481.82% |
$26.6K - $30K
|
128
$36.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Latitude Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$251 - $283
|
2.17K
$626K
|
|
|
Oct 30, 2025
Q3 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
23K+ 363.51% |
$5.78M - $6.51M
|
29.4K
$8.46M
|
|
|
Oct 30, 2025
Q3 2025
|
Coordinated Financial Services, Inc.
Denver, CO |
SELL
|
- |
-115- 6.91% |
$28.9K - $32.5K
|
1.55K
$447K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
51.8K+ 104.6% |
$13M - $14.6M
|
101K
$29.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.56K+ 1.24% |
$643K - $724K
|
209K
$60.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
149K+ 7.43% |
$37.3M - $42M
|
2.15M
$619M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-18- 0.45% |
$4.52K - $5.09K
|
4K
$1.15M
|
|
|
Oct 29, 2025
Q3 2025
|
Stenger Family Office, LLC
Naperville, IL |
BUY
|
- |
678New |
$170K - $192K
|
678
$195K
|
|