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 27, 2025
Q3 2025
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
68+ 1.77% |
$17.1K - $19.2K
|
3.91K
$1.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-6.07K- 54.42% |
$1.52M - $1.72M
|
5.09K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
SELL
|
- |
-1.74K- 14.42% |
$436K - $491K
|
10.3K
$2.97M
|
|
|
Oct 27, 2025
Q3 2025
|
One Day In July LLC
|
SELL
|
- |
-8- 0.13% |
$2.01K - $2.26K
|
6K
$1.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
135+ 5.52% |
$33.9K - $38.2K
|
2.58K
$744K
|
|
|
Oct 27, 2025
Q3 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
1.8K+ 187.5% |
$452K - $509K
|
2.76K
$795K
|
|
|
Oct 27, 2025
Q3 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2+ 8.33% |
$502 - $565
|
26
$7.49K
|
|
|
Oct 27, 2025
Q3 2025
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.38K+ 37.16% |
$346K - $390K
|
5.09K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
SELL
|
- |
-1.43K- 12.36% |
$358K - $403K
|
10.1K
$2.92M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-1.49K- 2.9% |
$373K - $420K
|
49.8K
$14.4M
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
203+ 15.62% |
$50.9K - $57.4K
|
1.5K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-333- 5.65% |
$83.6K - $94.1K
|
5.56K
$1.6M
|
|
|
Oct 27, 2025
Q3 2025
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-335- 2.64% |
$84.1K - $94.7K
|
12.4K
$3.56M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
36.3K+ 627.79% |
$9.11M - $10.3M
|
42.1K
$12.1M
|
|
|
Oct 27, 2025
Q3 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-16- 1.01% |
$4.02K - $4.52K
|
1.56K
$450K
|
|
|
Oct 27, 2025
Q3 2025
|
True Vision Mn LLC
Woodbury, MN |
BUY
|
- |
841+ 10.97% |
$211K - $238K
|
8.51K
$2.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
247+ 15.68% |
$62K - $69.8K
|
1.82K
$525K
|
|
|
Oct 24, 2025
Q3 2025
|
Wela Strategies, Inc.
|
SELL
|
- |
-175- 10.5% |
$43.9K - $49.5K
|
1.49K
$430K
|
|
|
Oct 24, 2025
Q3 2025
|
Tfc Financial Management
|
BUY
|
- |
1+ 0.08% |
$251 - $283
|
1.21K
$348K
|
|
|
Oct 24, 2025
Q3 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
51+ 102.0% |
$12.8K - $14.4K
|
101
$29.1K
|
|
|
Oct 24, 2025
Q3 2025
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.16K- 1.17% |
$292K - $329K
|
98K
$28.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Phillips Financial Management, LLC
|
BUY
|
- |
1.31K+ 135.22% |
$330K - $371K
|
2.28K
$658K
|
|
|
Oct 24, 2025
Q3 2025
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.17K- 13.6% |
$294K - $332K
|
7.45K
$2.15M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-8.48K- 2.84% |
$2.13M - $2.4M
|
290K
$83.6M
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-31- 0.98% |
$7.78K - $8.76K
|
3.15K
$906K
|
|
|
Oct 24, 2025
Q3 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-867- 1.02% |
$218K - $245K
|
84K
$24.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1+ 0.09% |
$251 - $283
|
1.17K
$338K
|
|
|
Oct 24, 2025
Q3 2025
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-115- 1.92% |
$28.9K - $32.5K
|
5.86K
$1.69M
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
196+ 0.26% |
$49.2K - $55.4K
|
77K
$22.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
665+ 22.24% |
$167K - $188K
|
3.66K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-189- 2.99% |
$47.4K - $53.4K
|
6.13K
$1.77M
|
|
|
Oct 24, 2025
Q3 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
11.1K+ 994.72% |
$2.79M - $3.14M
|
12.2K
$3.53M
|
|
|
Oct 24, 2025
Q3 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
81+ 4.81% |
$20.3K - $22.9K
|
1.76K
$508K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
5.07K+ 3.55% |
$1.27M - $1.43M
|
148K
$42.5M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.36K+ 63.48% |
$2.1M - $2.36M
|
21.5K
$6.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
1+ 0.05% |
$251 - $283
|
2.12K
$611K
|
|
|
Oct 24, 2025
Q3 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.14KNew |
$286K - $322K
|
1.14K
$328K
|
|
|
Oct 24, 2025
Q3 2025
|
Elite Wealth Management, Inc.
|
BUY
|
- |
12.4KNew |
$3.11M - $3.51M
|
12.4K
$3.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2+ 0.11% |
$502 - $565
|
1.81K
$520K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
SELL
|
- |
-21.7K- 15.45% |
$5.44M - $6.13M
|
119K
$34.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
190New |
$47.7K - $53.7K
|
190
$54.7K
|
|
|
Oct 23, 2025
Q3 2025
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.94K+ 1.4% |
$488K - $549K
|
141K
$40.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
78+ 4.89% |
$19.6K - $22K
|
1.67K
$482K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2K+ 16.17% |
$501K - $564K
|
14.3K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.84K- 4.82% |
$461K - $520K
|
36.3K
$10.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
52.3K+ 50.54% |
$13.1M - $14.8M
|
156K
$44.9M
|
|
|
Oct 23, 2025
Q3 2025
|
Wedgewood Investors Inc
|
BUY
|
- |
763New |
$191K - $216K
|
763
$220K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-7.86K- 11.43% |
$1.97M - $2.22M
|
60.9K
$17.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
701+ 10.32% |
$176K - $198K
|
7.5K
$2.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
802New |
$201K - $227K
|
802
$231K
|
|