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 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
11.3K+ 51.53% |
$2.82M - $3.18M
|
33.1K
$9.53M
|
|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.12% |
$1K - $1.13K
|
3.35K
$966K
|
|
|
Oct 23, 2025
Q3 2025
|
Caldwell Trust CO
Venice, FL |
BUY
|
- |
343+ 2.12% |
$86.1K - $97K
|
16.5K
$4.76M
|
|
|
Oct 23, 2025
Q3 2025
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
274+ 10.45% |
$68.8K - $77.4K
|
2.9K
$834K
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
117+ 11.38% |
$29.4K - $33.1K
|
1.15K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Trust CO Of Virginia
|
BUY
|
- |
923+ 1.68% |
$232K - $261K
|
55.9K
$16.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-704- 10.21% |
$177K - $199K
|
6.19K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.1KNew |
$2.54M - $2.86M
|
10.1K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-54- 2.88% |
$13.6K - $15.3K
|
1.82K
$525K
|
|
|
Oct 23, 2025
Q3 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.64KNew |
$411K - $463K
|
1.64K
$472K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.49K+ 1.7% |
$373K - $421K
|
88.8K
$25.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.87K+ 13.48% |
$1.98M - $2.23M
|
66.3K
$19.1M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.01K- 2.16% |
$756K - $852K
|
136K
$39.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Canton Hathaway, LLC
|
BUY
|
- |
50+ 0.25% |
$12.5K - $14.1K
|
20.4K
$5.87M
|
|
|
Oct 23, 2025
Q3 2025
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
172+ 0.52% |
$43.2K - $48.6K
|
33.2K
$9.55M
|
|
|
Oct 23, 2025
Q3 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
40+ 5.39% |
$10K - $11.3K
|
782
$225K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-523- 3.71% |
$131K - $148K
|
13.6K
$3.91M
|
|
|
Oct 23, 2025
Q3 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
475+ 19.59% |
$119K - $134K
|
2.9K
$836K
|
|
|
Oct 23, 2025
Q3 2025
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-5- 0.55% |
$1.25K - $1.41K
|
905
$261K
|
|
|
Oct 23, 2025
Q3 2025
|
Summit Place Financial Advisors, LLC
|
BUY
|
- |
20+ 0.28% |
$5.02K - $5.65K
|
7.26K
$2.09M
|
|
|
Oct 23, 2025
Q3 2025
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.34K+ 8.99% |
$335K - $378K
|
16.2K
$4.67M
|
|
|
Oct 23, 2025
Q3 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-227- 0.85% |
$57K - $64.2K
|
26.3K
$7.59M
|
|
|
Oct 23, 2025
Q3 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-3.9K- 11.43% |
$978K - $1.1M
|
30.2K
$8.71M
|
|
|
Oct 23, 2025
Q3 2025
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-339- 16.5% |
$85.1K - $95.8K
|
1.72K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
12+ 0.4% |
$3.01K - $3.39K
|
3.03K
$872K
|
|
|
Oct 23, 2025
Q3 2025
|
Essex LLC
|
SELL
|
- |
-1.68K- 1.34% |
$421K - $474K
|
123K
$35.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
676New |
$170K - $191K
|
676
$195K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
47+ 0.2% |
$11.8K - $13.3K
|
24K
$6.93M
|
|
|
Oct 23, 2025
Q3 2025
|
Moneywise, Inc.
|
BUY
|
- |
7.79K+ 45.09% |
$1.95M - $2.2M
|
25.1K
$7.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.88K+ 8.25% |
$472K - $532K
|
24.7K
$7.11M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
861+ 6.38% |
$216K - $243K
|
14.4K
$4.14M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
286+ 10.55% |
$71.8K - $80.8K
|
3K
$863K
|
|
|
Oct 23, 2025
Q3 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
436+ 2.35% |
$109K - $123K
|
19K
$5.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-2.05K- 2.23% |
$515K - $581K
|
89.9K
$25.9M
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-7.88K- 22.96% |
$1.98M - $2.23M
|
26.5K
$7.62M
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
2.37K+ 223.37% |
$595K - $670K
|
3.43K
$989K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-214- 5.26% |
$53.7K - $60.5K
|
3.86K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.81K+ 1.08% |
$2.46M - $2.77M
|
921K
$265M
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
1+ 0.47% |
$251 - $283
|
213
$61.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Spreng Capital Management, Inc.
|
BUY
|
- |
125+ 0.89% |
$31.4K - $35.3K
|
14.2K
$4.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-2- 0.03% |
$502 - $565
|
6.57K
$1.89M
|
|
|
Oct 22, 2025
Q3 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
134+ 16.88% |
$33.6K - $37.9K
|
928
$267K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
SELL
|
- |
-347K- 16.09% |
$87.2M - $98.2M
|
1.81M
$522M
|
|
|
Oct 22, 2025
Q3 2025
|
Letson Investment Management, Inc.
Atlanta, GA |
BUY
|
- |
724New |
$182K - $205K
|
724
$209K
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
BUY
|
- |
85+ 1.1% |
$21.3K - $24K
|
7.84K
$2.26M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
834+ 2.19% |
$209K - $236K
|
39K
$11.2M
|
|
|
Oct 22, 2025
Q3 2025
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
657New |
$165K - $186K
|
657
$189K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
760+ 1.31% |
$191K - $215K
|
59K
$17M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
SELL
|
- |
-2.06K- 5.89% |
$516K - $581K
|
32.9K
$9.48M
|
|
|
Oct 22, 2025
Q3 2025
|
Stone Point Wealth LLC
|
SELL
|
- |
-118- 7.85% |
$29.6K - $33.4K
|
1.39K
$399K
|
|