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 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
532+ 1.88% |
$117K - $128K
|
28.8K
$6.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
6.43KNew |
$1.42M - $1.55M
|
6.43K
$1.45M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
2.8K+ 29.66% |
$617K - $676K
|
12.2K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
39+ 1.26% |
$8.59K - $9.42K
|
3.14K
$707K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
4.77K+ 8.8% |
$1.05M - $1.15M
|
59K
$13.3M
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-750- 63.03% |
$165K - $181K
|
440
$99.2K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
146+ 1.11% |
$32.2K - $35.3K
|
13.3K
$2.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-25- 0.84% |
$5.51K - $6.04K
|
2.95K
$664K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-509- 0.41% |
$112K - $123K
|
123K
$27.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
79.9KNew |
$17.6M - $19.3M
|
79.9K
$18M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.26K- 28.98% |
$278K - $304K
|
3.09K
$697K
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
685+ 28.51% |
$151K - $165K
|
3.09K
$696K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.22K+ 18.71% |
$269K - $295K
|
7.74K
$1.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
870New |
$192K - $210K
|
870
$196K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
252+ 7.98% |
$55.5K - $60.8K
|
3.41K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
913New |
$201K - $220K
|
913
$206K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
22.5K+ 221.46% |
$4.96M - $5.43M
|
32.7K
$7.37M
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1.77K+ 0.78% |
$389K - $426K
|
228K
$51.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-10- 0.45% |
$2.2K - $2.41K
|
2.19K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.61KNew |
$354K - $388K
|
1.61K
$362K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-45- 16.79% |
$9.91K - $10.9K
|
223
$50.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
775+ 111.35% |
$171K - $187K
|
1.47K
$332K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.11K+ 0.74% |
$465K - $510K
|
289K
$65.1M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.1K+ 50.32% |
$242K - $266K
|
3.29K
$741K
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-336- 52.83% |
$74K - $81.1K
|
300
$67.7K
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 56.5% |
$44.1K - $48.3K
|
554
$125K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
67+ 0.2% |
$14.8K - $16.2K
|
34.3K
$7.73M
|
|
|
Jan 10, 2025
Q4 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-363- 3.6% |
$80K - $87.6K
|
9.72K
$2.19M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$441 - $483
|
1.35K
$305K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
872+ 1.8% |
$192K - $211K
|
49.4K
$11.1M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-112- 0.97% |
$24.7K - $27K
|
11.5K
$2.59M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
31+ 1.81% |
$6.83K - $7.48K
|
1.75K
$394K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-9.53K- 4.72% |
$2.1M - $2.3M
|
192K
$43.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
29+ 0.14% |
$6.39K - $7K
|
20K
$4.52M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-31- 2.05% |
$6.83K - $7.48K
|
1.48K
$334K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
14.7KNew |
$3.25M - $3.56M
|
14.7K
$3.32M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-856- 24.15% |
$189K - $207K
|
2.69K
$606K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
1.02KNew |
$225K - $246K
|
1.02K
$230K
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
961+ 7.3% |
$212K - $232K
|
14.1K
$3.18M
|
|
|
Jan 08, 2025
Q4 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
100+ 0.11% |
$22K - $24.1K
|
91K
$20.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
68+ 0.76% |
$15K - $16.4K
|
8.99K
$2.03M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-209- 2.93% |
$46K - $50.5K
|
6.92K
$1.56M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 4.89% |
$7.71K - $8.45K
|
751
$169K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
1.48KNew |
$326K - $357K
|
1.48K
$333K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$661 - $724
|
3.61K
$813K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
4.6K+ 409.07% |
$1.01M - $1.11M
|
5.73K
$1.29M
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$3.96K - $4.35K
|
18
$4.06K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
8.11K+ 50.3% |
$1.79M - $1.96M
|
24.2K
$5.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
49+ 4.6% |
$10.8K - $11.8K
|
1.11K
$251K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-85- 1.14% |
$18.7K - $20.5K
|
7.39K
$1.67M
|