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 29, 2025
Q3 2025
|
Blvd Private Wealth, LLC
Prospect, KY |
SELL
|
- |
-98- 6.41% |
$24.6K - $27.7K
|
1.43K
$412K
|
|
|
Oct 29, 2025
Q3 2025
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
9.42KNew |
$2.36M - $2.66M
|
9.42K
$2.71M
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.11% |
$1K - $1.13K
|
3.49K
$1.01M
|
|
|
Oct 29, 2025
Q3 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.78K- 32.02% |
$950K - $1.07M
|
8.04K
$2.32M
|
|
|
Oct 29, 2025
Q3 2025
|
Courier Capital LLC
|
SELL
|
- |
-442- 3.34% |
$111K - $125K
|
12.8K
$3.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Rovin Capital
|
SELL
|
- |
-1.34K- 3.66% |
$335K - $378K
|
35.2K
$10.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Xcel Wealth Management, LLC
|
BUY
|
- |
355+ 7.76% |
$89.1K - $100K
|
4.93K
$1.42M
|
|
|
Oct 29, 2025
Q3 2025
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1+ 0.03% |
$251 - $283
|
2.86K
$824K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.39K+ 1.99% |
$601K - $677K
|
123K
$35.4M
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-14- 1.55% |
$3.51K - $3.96K
|
892
$257K
|
|
|
Oct 29, 2025
Q3 2025
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-200- 4.17% |
$50.2K - $56.5K
|
4.6K
$1.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.29K+ 13.58% |
$325K - $366K
|
10.8K
$3.12M
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
1+ 0.92% |
$251 - $283
|
110
$31.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.47K- 3.75% |
$620K - $698K
|
63.4K
$18.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
81+ 0.33% |
$20.3K - $22.9K
|
24.8K
$7.16M
|
|
|
Oct 29, 2025
Q3 2025
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
SELL
|
- |
-308- 20.91% |
$77.3K - $87.1K
|
1.17K
$336K
|
|
|
Oct 29, 2025
Q3 2025
|
Providence First Trust CO
|
BUY
|
- |
972+ 2.68% |
$244K - $275K
|
37.2K
$10.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
297+ 33.18% |
$74.5K - $84K
|
1.19K
$343K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-2.51K- 94.53% |
$629K - $708K
|
145
$41.8K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
388+ 16.14% |
$97.4K - $110K
|
2.79K
$805K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
BUY
|
- |
1+ 0.04% |
$251 - $283
|
2.59K
$747K
|
|
|
Oct 29, 2025
Q3 2025
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
4.08K+ 40.3% |
$1.02M - $1.15M
|
14.2K
$4.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
319+ 4.87% |
$80.1K - $90.2K
|
6.87K
$1.98M
|
|
|
Oct 29, 2025
Q3 2025
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
300+ 9.84% |
$75.3K - $84.8K
|
3.35K
$965K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
SELL
|
- |
-820- 23.67% |
$206K - $232K
|
2.64K
$762K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.42K- 1.84% |
$607K - $683K
|
129K
$37.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
2+ 0.11% |
$502 - $565
|
1.86K
$537K
|
|
|
Oct 29, 2025
Q3 2025
|
Rolek Wealth Management LLC
Berwyn, PA |
BUY
|
- |
1+ 0.08% |
$251 - $283
|
1.31K
$378K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Of Stockton
|
BUY
|
- |
1+ 0.12% |
$251 - $283
|
825
$238K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-324- 40.6% |
$81.3K - $91.6K
|
474
$137K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
404+ 0.42% |
$101K - $114K
|
97.4K
$28.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
627+ 13.65% |
$157K - $177K
|
5.22K
$1.5M
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
26+ 0.15% |
$6.53K - $7.35K
|
17.4K
$5.02M
|
|
|
Oct 29, 2025
Q3 2025
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
15.9KNew |
$3.99M - $4.49M
|
15.9K
$4.58M
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-158- 9.66% |
$39.7K - $44.7K
|
1.48K
$426K
|
|
|
Oct 28, 2025
Q3 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
27+ 16.46% |
$6.78K - $7.63K
|
191
$55K
|
|
|
Oct 28, 2025
Q3 2025
|
Bxm Wealth LLC
Englewood, CO |
BUY
|
- |
966New |
$242K - $273K
|
966
$278K
|
|
|
Oct 28, 2025
Q3 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-1.37K- 10.94% |
$344K - $388K
|
11.2K
$3.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Marks Wealth, LLC
|
BUY
|
- |
4.2K+ 2.74% |
$1.05M - $1.19M
|
157K
$45.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Global Trust Asset Management, LLC
|
BUY
|
- |
380+ 107.95% |
$95.4K - $107K
|
732
$211K
|
|
|
Oct 28, 2025
Q3 2025
|
Tlw Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$3.78M - $4.26M
|
15.1K
$4.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
18+ 0.7% |
$4.52K - $5.09K
|
2.58K
$745K
|
|
|
Oct 28, 2025
Q3 2025
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.08K+ 1.03% |
$272K - $306K
|
106K
$30.7M
|
|
|
Oct 28, 2025
Q3 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-186- 1.58% |
$46.7K - $52.6K
|
11.6K
$3.34M
|
|
|
Oct 28, 2025
Q3 2025
|
Country Trust Bank
|
SELL
|
- |
-55- 0.45% |
$13.8K - $15.5K
|
12.3K
$3.55M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.69K- 19.19% |
$425K - $478K
|
7.13K
$2.05M
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-1.41K- 9.58% |
$353K - $398K
|
13.3K
$3.83M
|
|
|
Oct 28, 2025
Q3 2025
|
Montis Financial, LLC
|
SELL
|
- |
-805- 34.05% |
$202K - $228K
|
1.56K
$449K
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-636- 34.47% |
$160K - $180K
|
1.21K
$348K
|
|
|
Oct 28, 2025
Q3 2025
|
Presper Financial Architects, LLC
Akron, OH |
BUY
|
- |
16.9K+ 25.31% |
$4.23M - $4.77M
|
83.5K
$24.1M
|
|