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 20, 2025
Q3 2025
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
1.53K+ 22.93% |
$385K - $434K
|
8.22K
$2.37M
|
|
|
Oct 20, 2025
Q3 2025
|
Mainstream Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 0.41% |
$2.01K - $2.26K
|
1.94K
$558K
|
|
|
Oct 20, 2025
Q3 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-3.1K- 3.13% |
$778K - $876K
|
96K
$27.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
729New |
$183K - $206K
|
729
$210K
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-255- 1.75% |
$64K - $72.1K
|
14.3K
$4.12M
|
|
|
Oct 20, 2025
Q3 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-50- 20.0% |
$12.5K - $14.1K
|
200
$57.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
354New |
$88.8K - $100K
|
354
$102K
|
|
|
Oct 20, 2025
Q3 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
59.4K+ 2223.43% |
$14.9M - $16.8M
|
62.1K
$17.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Regency Capital Management Inc.\De
|
BUY
|
- |
166+ 16.84% |
$41.7K - $46.9K
|
1.15K
$332K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.5K+ 1.59% |
$878K - $989K
|
224K
$64.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
434+ 23.93% |
$109K - $123K
|
2.25K
$648K
|
|
|
Oct 20, 2025
Q3 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.56K+ 6.31% |
$641K - $722K
|
43.1K
$12.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
3+ 0.06% |
$753 - $848
|
5.33K
$1.53M
|
|
|
Oct 17, 2025
Q3 2025
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-648- 5.64% |
$163K - $183K
|
10.8K
$3.13M
|
|
|
Oct 17, 2025
Q3 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-242- 9.79% |
$60.7K - $68.4K
|
2.23K
$643K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
SELL
|
- |
-20- 0.8% |
$5.02K - $5.65K
|
2.5K
$719K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
462+ 2.95% |
$116K - $131K
|
16.1K
$4.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-713- 1.67% |
$179K - $202K
|
41.9K
$12.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-360- 8.62% |
$90.3K - $102K
|
3.82K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Bank Plus Trust Department
Jackson, MS |
SELL
|
- |
-8- 1.87% |
$2.01K - $2.26K
|
419
$121K
|
|
|
Oct 17, 2025
Q3 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
100+ 10.16% |
$25.1K - $28.3K
|
1.08K
$312K
|
|
|
Oct 17, 2025
Q3 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-103- 7.21% |
$25.8K - $29.1K
|
1.33K
$382K
|
|
|
Oct 17, 2025
Q3 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.08% |
$251 - $283
|
1.25K
$361K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.11% |
$502 - $565
|
1.85K
$532K
|
|
|
Oct 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-408- 1.89% |
$102K - $115K
|
21.2K
$6.11M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
3+ 0.08% |
$753 - $848
|
3.83K
$1.1M
|
|
|
Oct 17, 2025
Q3 2025
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
2.64K+ 117.2% |
$664K - $747K
|
4.9K
$1.41M
|
|
|
Oct 17, 2025
Q3 2025
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-291- 15.06% |
$73K - $82.3K
|
1.64K
$473K
|
|
|
Oct 17, 2025
Q3 2025
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
4.63K+ 31.09% |
$1.16M - $1.31M
|
19.5K
$5.63M
|
|
|
Oct 17, 2025
Q3 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.43KNew |
$860K - $968K
|
3.43K
$987K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
25.3K+ 142.25% |
$6.34M - $7.14M
|
43K
$12.4M
|
|
|
Oct 17, 2025
Q3 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
555+ 13.28% |
$139K - $157K
|
4.74K
$1.36M
|
|
|
Oct 17, 2025
Q3 2025
|
1900 Wealth Management LLC
|
BUY
|
- |
6+ 0.12% |
$1.51K - $1.7K
|
5.2K
$1.5M
|
|
|
Oct 17, 2025
Q3 2025
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
550+ 7.33% |
$138K - $155K
|
8.05K
$2.32M
|
|
|
Oct 17, 2025
Q3 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
514+ 2.7% |
$129K - $145K
|
19.6K
$5.64M
|
|
|
Oct 17, 2025
Q3 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
289+ 9.17% |
$72.5K - $81.7K
|
3.44K
$991K
|
|
|
Oct 17, 2025
Q3 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2+ 0.07% |
$502 - $565
|
2.86K
$823K
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-7- 0.14% |
$1.76K - $1.98K
|
4.95K
$1.43M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
BUY
|
PUT |
2KNew |
$502K - $565K
|
2K
$576K
|
|
|
Oct 17, 2025
Q3 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-850- 5.55% |
$213K - $240K
|
14.5K
$4.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Polianta LTD
|
SELL
|
- |
-2.9K- 8.79% |
$728K - $820K
|
30.1K
$8.67M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
313+ 8.89% |
$78.6K - $88.5K
|
3.84K
$1.11M
|
|
|
Oct 16, 2025
Q3 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-74- 5.32% |
$18.6K - $20.9K
|
1.32K
$379K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-550- 16.75% |
$138K - $155K
|
2.73K
$788K
|
|
|
Oct 16, 2025
Q3 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-93- 1.87% |
$23.3K - $26.3K
|
4.88K
$1.41M
|
|
|
Oct 16, 2025
Q3 2025
|
Life Steps Financial, Inc.
|
SELL
|
- |
-143- 0.98% |
$35.9K - $40.4K
|
14.5K
$4.17M
|
|
|
Oct 16, 2025
Q3 2025
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
7.2K+ 7.8% |
$1.81M - $2.03M
|
99.4K
$28.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
SELL
|
- |
-67- 1.98% |
$16.8K - $18.9K
|
3.33K
$958K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-448- 20.02% |
$112K - $127K
|
1.79K
$516K
|
|
|
Oct 16, 2025
Q3 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-20- 14.18% |
$5.02K - $5.65K
|
121
$34.9K
|
|