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 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-82- 0.68% |
$18.1K - $19.8K
|
11.9K
$2.69M
|
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-55- 0.69% |
$12.1K - $13.3K
|
7.9K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-233- 3.11% |
$51.3K - $56.3K
|
7.26K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-144- 1.82% |
$31.7K - $34.8K
|
7.77K
$1.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-41- 1.47% |
$9.03K - $9.9K
|
2.75K
$620K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.26% |
$881 - $966
|
1.51K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
SELL
|
- |
-16.5K- 80.49% |
$3.63M - $3.98M
|
4K
$902K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
405+ 4.21% |
$89.2K - $97.8K
|
10K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
37+ 0.99% |
$8.15K - $8.93K
|
3.77K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
23+ 0.6% |
$5.07K - $5.55K
|
3.85K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-54- 0.65% |
$11.9K - $13K
|
8.22K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-986- 5.48% |
$217K - $238K
|
17K
$3.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-181- 1.83% |
$39.9K - $43.7K
|
9.73K
$2.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-43- 4.97% |
$9.47K - $10.4K
|
822
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
SELL
|
- |
-407- 9.53% |
$89.6K - $98.3K
|
3.86K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.93K- 1.41% |
$425K - $466K
|
135K
$30.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.59K+ 10.55% |
$350K - $383K
|
16.6K
$3.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-35- 1.14% |
$7.71K - $8.45K
|
3.04K
$685K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
11.2KNew |
$2.47M - $2.71M
|
11.2K
$2.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
302+ 29.58% |
$66.5K - $72.9K
|
1.32K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.86K+ 0.6% |
$630K - $691K
|
483K
$109M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
46.2K+ 21.75% |
$10.2M - $11.2M
|
259K
$58.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-2- 0.24% |
$441 - $483
|
822
$185K
|
|
|
Jan 17, 2025
Q4 2024
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-488- 6.02% |
$107K - $118K
|
7.62K
$1.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
152+ 2.35% |
$33.5K - $36.7K
|
6.62K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1.18KNew |
$260K - $285K
|
1.18K
$266K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-889- 3.81% |
$196K - $215K
|
22.4K
$5.06M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-428- 64.26% |
$94.3K - $103K
|
238
$53.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-3.05K- 1.97% |
$672K - $737K
|
152K
$34.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-77K- 2.91% |
$17M - $18.6M
|
2.57M
$580M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-352- 0.7% |
$77.5K - $85K
|
49.7K
$11.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$6.83K - $7.48K
|
31
$6.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-129K- 26.02% |
$28.5M - $31.3M
|
368K
$83M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.29% |
$3.74K - $4.1K
|
5.79K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 3.99% |
$16.7K - $18.3K
|
1.98K
$447K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$22K - $24.1K
|
100
$22.6K
|
|
|
Jan 17, 2025
Q4 2024
|
First Premier Bank
|
SELL
|
- |
-16- 3.09% |
$3.52K - $3.86K
|
502
$113K
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
9+ 0.09% |
$1.98K - $2.17K
|
10K
$2.26M
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-54- 0.26% |
$11.9K - $13K
|
20.4K
$4.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
981+ 1.44% |
$216K - $237K
|
68.9K
$15.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
714+ 22.69% |
$157K - $172K
|
3.86K
$871K
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-1.01K- 19.2% |
$222K - $244K
|
4.25K
$959K
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-8- 0.42% |
$1.76K - $1.93K
|
1.89K
$425K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.92K+ 3.83% |
$642K - $704K
|
79K
$17.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-19- 0.46% |
$4.18K - $4.59K
|
4.1K
$925K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.63K- 10.49% |
$360K - $394K
|
13.9K
$3.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Marks Wealth, LLC
|
BUY
|
- |
12.2K+ 9.5% |
$2.69M - $2.95M
|
141K
$31.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
90+ 1.09% |
$19.8K - $21.7K
|
8.34K
$1.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
397+ 2.02% |
$87.4K - $95.9K
|
20.1K
$4.53M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.37% |
$2.64K - $2.9K
|
3.27K
$738K
|