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 14, 2025
Q4 2024
|
Melone Private Wealth, LLC
|
BUY
|
- |
1+ 0.1% |
$220 - $241
|
968
$218K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
SELL
|
- |
-400- 5.42% |
$88.1K - $96.6K
|
6.98K
$1.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$441 - $483
|
2.52K
$569K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-48- 0.79% |
$10.6K - $11.6K
|
6.01K
$1.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
441+ 27.32% |
$97.1K - $106K
|
2.06K
$463K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
489+ 5.1% |
$108K - $118K
|
10.1K
$2.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
2+ 0.03% |
$441 - $483
|
5.78K
$1.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.94KNew |
$867K - $951K
|
3.94K
$888K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-42- 1.1% |
$9.25K - $10.1K
|
3.79K
$855K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-849- 1.57% |
$187K - $205K
|
53.2K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
572+ 6.57% |
$126K - $138K
|
9.27K
$2.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.38K+ 12.02% |
$745K - $816K
|
31.5K
$7.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-849- 6.0% |
$187K - $205K
|
13.3K
$3M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
33.4K+ 37.56% |
$7.36M - $8.07M
|
122K
$27.6M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
84+ 0.4% |
$18.5K - $20.3K
|
20.9K
$4.72M
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
1.45K+ 21.46% |
$319K - $350K
|
8.2K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-520- 0.43% |
$115K - $126K
|
121K
$27.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-1.71K- 75.79% |
$376K - $413K
|
546
$123K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-340- 10.55% |
$74.9K - $82.1K
|
2.88K
$650K
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
38.3KNew |
$8.43M - $9.24M
|
38.3K
$8.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 9.76% |
$881 - $966
|
45
$10.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
441+ 25.49% |
$97.1K - $106K
|
2.17K
$490K
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-284- 1.58% |
$62.6K - $68.6K
|
17.7K
$4M
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
SELL
|
- |
-209- 11.75% |
$46K - $50.5K
|
1.57K
$354K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
2+ 0.17% |
$441 - $483
|
1.16K
$262K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-638- 0.55% |
$141K - $154K
|
116K
$26.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-14.3K- 26.67% |
$3.14M - $3.45M
|
39.2K
$8.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Churchill Management Corp
|
BUY
|
- |
754K+ 17.21% |
$166M - $182M
|
5.13M
$1.16B
|
|
|
Jan 14, 2025
Q4 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-476- 0.48% |
$105K - $115K
|
99.4K
$22.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 1.47% |
$5.73K - $6.28K
|
1.8K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-1.3K- 5.07% |
$286K - $314K
|
24.3K
$5.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Brave Asset Management Inc
|
SELL
|
- |
-3.09K- 2.36% |
$681K - $746K
|
128K
$28.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
138+ 14.89% |
$30.4K - $33.3K
|
1.07K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
245+ 10.51% |
$54K - $59.2K
|
2.58K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-399- 18.03% |
$87.9K - $96.3K
|
1.81K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$661 - $724
|
2.9K
$654K
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.41K- 21.0% |
$310K - $340K
|
5.29K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-1.02K- 2.69% |
$226K - $247K
|
37.1K
$8.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
130+ 15.35% |
$28.6K - $31.4K
|
977
$220K
|
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-401- 18.89% |
$88.3K - $96.8K
|
1.72K
$388K
|
|
|
Jan 14, 2025
Q4 2024
|
Flywheel Private Wealth LLC
Los Altos, CA |
BUY
|
- |
6.33KNew |
$1.39M - $1.53M
|
6.33K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Trust CO
|
BUY
|
- |
3.96K+ 6.33% |
$872K - $956K
|
66.5K
$15M
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 5.24% |
$25.3K - $27.8K
|
2.08K
$469K
|
|
|
Jan 14, 2025
Q4 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
496+ 34.66% |
$109K - $120K
|
1.93K
$435K
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
BUY
|
- |
2+ 0.06% |
$441 - $483
|
3.18K
$717K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-400- 25.81% |
$88.1K - $96.6K
|
1.15K
$259K
|
|
|
Jan 14, 2025
Q4 2024
|
Beech Hill Advisors, Inc.
|
BUY
|
- |
538+ 4.19% |
$118K - $130K
|
13.4K
$3.02M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-135- 1.81% |
$29.7K - $32.6K
|
7.34K
$1.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
70+ 0.04% |
$15.4K - $16.9K
|
168K
$38M
|
|
|
Jan 14, 2025
Q4 2024
|
Harbor Group, Inc.
|
BUY
|
- |
1+ 0.1% |
$220 - $241
|
1.01K
$228K
|