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 22, 2025
Q3 2025
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-446- 7.11% |
$112K - $126K
|
5.82K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
787+ 1.82% |
$198K - $222K
|
44.1K
$12.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-41- 1.3% |
$10.3K - $11.6K
|
3.1K
$894K
|
|
|
Oct 22, 2025
Q3 2025
|
Royal Harbor Partners, LLC
|
BUY
|
- |
750New |
$188K - $212K
|
750
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.2KNew |
$1.81M - $2.04M
|
7.2K
$2.07M
|
|
|
Oct 22, 2025
Q3 2025
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-86- 0.71% |
$21.6K - $24.3K
|
12.1K
$3.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestones Private Investment Advisors LLC
Fairport, NY |
SELL
|
- |
-11- 0.07% |
$2.76K - $3.11K
|
15.6K
$4.51M
|
|
|
Oct 22, 2025
Q3 2025
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-81- 4.92% |
$20.3K - $22.9K
|
1.57K
$452K
|
|
|
Oct 22, 2025
Q3 2025
|
Advisory Resource Group
|
SELL
|
- |
-109- 10.46% |
$27.4K - $30.8K
|
933
$269K
|
|
|
Oct 22, 2025
Q3 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
260+ 7.02% |
$65.3K - $73.5K
|
3.97K
$1.14M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-2.21K- 3.23% |
$555K - $625K
|
66.3K
$19.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-4- 0.26% |
$1K - $1.13K
|
1.56K
$449K
|
|
|
Oct 22, 2025
Q3 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
750New |
$188K - $212K
|
750
$216K
|
|
|
Oct 22, 2025
Q3 2025
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.37K+ 2.51% |
$343K - $386K
|
55.9K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.62K- 7.4% |
$657K - $740K
|
32.7K
$9.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.49K- 17.28% |
$374K - $421K
|
7.14K
$2.06M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-6- 1.11% |
$1.51K - $1.7K
|
533
$154K
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
BUY
|
- |
158+ 1.07% |
$39.7K - $44.7K
|
14.9K
$4.29M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-314- 2.85% |
$78.8K - $88.8K
|
10.7K
$3.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
409+ 6.0% |
$103K - $116K
|
7.22K
$2.08M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Planning LLC
|
BUY
|
- |
36+ 0.12% |
$9.03K - $10.2K
|
30.1K
$8.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-2.76K- 27.55% |
$692K - $779K
|
7.25K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1.35KNew |
$339K - $382K
|
1.35K
$389K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
1+ 0.05% |
$251 - $283
|
1.87K
$539K
|
|
|
Oct 22, 2025
Q3 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
12New |
$3.01K - $3.39K
|
12
$3.46K
|
|
|
Oct 22, 2025
Q3 2025
|
Wp Advisors, LLC
|
SELL
|
- |
-32- 0.79% |
$8.03K - $9.05K
|
4.01K
$1.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Pachira Investments Inc.
|
SELL
|
- |
-205- 0.75% |
$51.4K - $57.9K
|
27K
$7.79M
|
|
|
Oct 22, 2025
Q3 2025
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-8- 0.21% |
$2.01K - $2.26K
|
3.84K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.96K+ 3.01% |
$1.25M - $1.4M
|
170K
$49M
|
|
|
Oct 22, 2025
Q3 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
215+ 0.7% |
$54K - $60.8K
|
31.1K
$8.97M
|
|
|
Oct 22, 2025
Q3 2025
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.05K- 32.99% |
$263K - $297K
|
2.13K
$614K
|
|
|
Oct 22, 2025
Q3 2025
|
Investment Advisory Services Inc
The Woodlands, TX |
SELL
|
- |
-527- 4.01% |
$132K - $149K
|
12.6K
$3.63M
|
|
|
Oct 22, 2025
Q3 2025
|
Sather Financial Group Inc
|
BUY
|
- |
289+ 7.27% |
$72.5K - $81.7K
|
4.26K
$1.23M
|
|
|
Oct 22, 2025
Q3 2025
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
6+ 0.22% |
$1.51K - $1.7K
|
2.77K
$797K
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
209+ 0.93% |
$52.5K - $59.1K
|
22.8K
$6.56M
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-2- 0.25% |
$502 - $565
|
809
$233K
|
|
|
Oct 21, 2025
Q3 2025
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
329+ 22.26% |
$82.6K - $93K
|
1.81K
$521K
|
|
|
Oct 21, 2025
Q3 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-3- 0.09% |
$753 - $848
|
3.4K
$978K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-176- 4.71% |
$44.2K - $49.7K
|
3.56K
$1.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
979New |
$246K - $277K
|
979
$282K
|
|
|
Oct 21, 2025
Q3 2025
|
Braun Stacey Associates Inc
|
SELL
|
- |
-75- 6.38% |
$18.8K - $21.2K
|
1.1K
$317K
|
|
|
Oct 21, 2025
Q3 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
SELL
|
- |
-150- 2.78% |
$37.6K - $42.4K
|
5.24K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
731New |
$183K - $207K
|
731
$211K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-94.2K- 93.11% |
$23.6M - $26.6M
|
6.97K
$2.01M
|
|
|
Oct 21, 2025
Q3 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.15K- 2.89% |
$287K - $324K
|
38.5K
$11.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-307- 0.88% |
$77K - $86.8K
|
34.6K
$9.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$502 - $565
|
2.21K
$637K
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
995+ 150.08% |
$250K - $281K
|
1.66K
$478K
|
|
|
Oct 21, 2025
Q3 2025
|
Penney Financial, LLC
Houston, TX |
BUY
|
- |
720New |
$181K - $204K
|
720
$207K
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
SELL
|
- |
-374- 6.61% |
$93.9K - $106K
|
5.29K
$1.52M
|
|