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 28, 2025
Q3 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
1.08KNew |
$271K - $305K
|
1.08K
$311K
|
|
|
Oct 28, 2025
Q3 2025
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-3.5K- 41.92% |
$878K - $988K
|
4.85K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
804New |
$202K - $227K
|
804
$232K
|
|
|
Oct 28, 2025
Q3 2025
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
BUY
|
- |
4.36K+ 23.07% |
$1.09M - $1.23M
|
23.3K
$6.71M
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
239+ 0.33% |
$60K - $67.6K
|
73K
$21M
|
|
|
Oct 28, 2025
Q3 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.53K+ 9.46% |
$886K - $998K
|
40.9K
$11.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Curat Global, LLC
Springfield, NH |
SELL
|
- |
-12- 0.04% |
$3.01K - $3.39K
|
29.3K
$8.43M
|
|
|
Oct 28, 2025
Q3 2025
|
Cypress Capital Advisors, LLC
Franklin, TN |
SELL
|
- |
-157- 3.42% |
$39.4K - $44.4K
|
4.43K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
SELL
|
- |
-264- 1.51% |
$66.3K - $74.6K
|
17.2K
$4.95M
|
|
|
Oct 28, 2025
Q3 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
467+ 16.42% |
$117K - $132K
|
3.31K
$954K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
69+ 2.75% |
$17.3K - $19.5K
|
2.58K
$743K
|
|
|
Oct 28, 2025
Q3 2025
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5- 0.22% |
$1.25K - $1.41K
|
2.31K
$665K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-4.17K- 8.71% |
$1.05M - $1.18M
|
43.7K
$12.6M
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.83KNew |
$460K - $518K
|
1.83K
$528K
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
280+ 9.04% |
$70.3K - $79.1K
|
3.38K
$973K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-4.31K- 61.87% |
$1.08M - $1.22M
|
2.66K
$766K
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
10+ 0.07% |
$2.51K - $2.83K
|
13.6K
$3.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.8K- 38.37% |
$452K - $509K
|
2.89K
$833K
|
|
|
Oct 28, 2025
Q3 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-220- 4.48% |
$55.2K - $62.2K
|
4.69K
$1.35M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
50.4KNew |
$12.7M - $14.3M
|
50.4K
$14.5M
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
SELL
|
- |
-1.12K- 6.3% |
$281K - $317K
|
16.7K
$4.8M
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-25- 2.08% |
$6.27K - $7.07K
|
1.18K
$339K
|
|
|
Oct 28, 2025
Q3 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
440+ 18.47% |
$110K - $124K
|
2.82K
$813K
|
|
|
Oct 28, 2025
Q3 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
250+ 10.51% |
$62.7K - $70.7K
|
2.63K
$758K
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-121- 1.52% |
$30.4K - $34.2K
|
7.86K
$2.26M
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
5New |
$1.25K - $1.41K
|
5
$1.44K
|
|
|
Oct 27, 2025
Q3 2025
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$251 - $283
|
3.27K
$941K
|
|
|
Oct 27, 2025
Q3 2025
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-861- 54.67% |
$216K - $243K
|
714
$206K
|
|
|
Oct 27, 2025
Q3 2025
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
406+ 1.92% |
$102K - $115K
|
21.5K
$6.21M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
172+ 17.88% |
$43.2K - $48.6K
|
1.13K
$327K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-4.29K- 2.98% |
$1.08M - $1.21M
|
140K
$40.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-419K- 14.96% |
$105M - $118M
|
2.38M
$685M
|
|
|
Oct 27, 2025
Q3 2025
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-1.94K- 8.9% |
$486K - $548K
|
19.8K
$5.72M
|
|
|
Oct 27, 2025
Q3 2025
|
Belvedere Trading LLC
|
BUY
|
- |
1.01KNew |
$253K - $285K
|
1.01K
$291K
|
|
|
Oct 27, 2025
Q3 2025
|
Quent Capital, LLC
|
BUY
|
- |
305New |
$76.5K - $86.2K
|
305
$87.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 26.53% |
$25.1K - $28.3K
|
277
$79.8K
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
25.5K+ 4.87% |
$6.4M - $7.21M
|
549K
$158M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
229+ 5.03% |
$57.5K - $64.7K
|
4.79K
$1.38M
|
|
|
Oct 27, 2025
Q3 2025
|
American Financial Advisors, LLC
|
BUY
|
- |
62+ 2.4% |
$15.6K - $17.5K
|
2.64K
$761K
|
|
|
Oct 27, 2025
Q3 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.41KNew |
$355K - $399K
|
1.41K
$407K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.17K- 7.11% |
$294K - $331K
|
15.3K
$4.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
629+ 24.16% |
$158K - $178K
|
3.23K
$931K
|
|
|
Oct 27, 2025
Q3 2025
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-127- 2.59% |
$31.9K - $35.9K
|
4.77K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Vivid Wealth Management, LLC
West Des Moines, IA |
SELL
|
- |
-3.51K- 19.79% |
$881K - $993K
|
14.2K
$4.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.63K- 1.81% |
$661K - $745K
|
143K
$41.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-68- 0.59% |
$17.1K - $19.2K
|
11.5K
$3.31M
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
36+ 0.39% |
$9.03K - $10.2K
|
9.21K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.03KNew |
$1.01M - $1.14M
|
4.03K
$1.16M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
389+ 11.4% |
$97.6K - $110K
|
3.8K
$1.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-337- 14.04% |
$84.6K - $95.3K
|
2.06K
$594K
|
|