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 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.01K- 2.08% |
$254K - $286K
|
47.5K
$13.7M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
304+ 3.46% |
$76.3K - $85.9K
|
9.09K
$2.62M
|
|
|
Oct 16, 2025
Q3 2025
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-10- 21.74% |
$2.51K - $2.83K
|
36
$10.4K
|
|
|
Oct 16, 2025
Q3 2025
|
Beacon Capital Management, Inc.
|
BUY
|
- |
40.9KNew |
$10.3M - $11.6M
|
40.9K
$11.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.01K- 2.67% |
$253K - $285K
|
36.7K
$10.6M
|
|
|
Oct 16, 2025
Q3 2025
|
Darwin Advisors, LLC
|
BUY
|
- |
2.14K+ 5.35% |
$537K - $604K
|
42.1K
$12.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-25- 1.01% |
$6.27K - $7.07K
|
2.45K
$705K
|
|
|
Oct 16, 2025
Q3 2025
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-63- 0.99% |
$15.8K - $17.8K
|
6.28K
$1.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-263- 11.87% |
$66K - $74.3K
|
1.95K
$562K
|
|
|
Oct 16, 2025
Q3 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-165- 10.83% |
$41.4K - $46.6K
|
1.36K
$392K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
5.4K+ 3.02% |
$1.35M - $1.53M
|
184K
$53M
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
22+ 1.76% |
$5.52K - $6.22K
|
1.28K
$367K
|
|
|
Oct 16, 2025
Q3 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
557+ 3.4% |
$140K - $157K
|
16.9K
$4.88M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.36K+ 7.99% |
$340K - $383K
|
18.3K
$5.28M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.16K+ 3.65% |
$543K - $611K
|
61.4K
$17.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Plancorp, LLC
|
BUY
|
- |
1.07KNew |
$269K - $303K
|
1.07K
$309K
|
|
|
Oct 15, 2025
Q3 2025
|
Successful Portfolios LLC
|
BUY
|
- |
3+ 0.02% |
$753 - $848
|
16.3K
$4.69M
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-13.5K- 74.4% |
$3.4M - $3.83M
|
4.66K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Stanich Group LLC
Montauk, NY |
BUY
|
- |
48+ 2.46% |
$12K - $13.6K
|
2K
$576K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-5- 0.2% |
$1.25K - $1.41K
|
2.51K
$724K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
5.03K+ 5.84% |
$1.26M - $1.42M
|
91.1K
$26.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-65- 0.61% |
$16.3K - $18.4K
|
10.6K
$3.05M
|
|
|
Oct 15, 2025
Q3 2025
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-268- 2.84% |
$67.3K - $75.8K
|
9.18K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Friedenthal Financial
|
SELL
|
- |
-4- 0.7% |
$1K - $1.13K
|
570
$164K
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
7.11K+ 88.95% |
$1.78M - $2.01M
|
15.1K
$4.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-737- 7.41% |
$185K - $208K
|
9.21K
$2.65M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.19K- 5.92% |
$298K - $336K
|
18.9K
$5.45M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-284- 0.55% |
$71.3K - $80.3K
|
51.3K
$14.8M
|
|
|
Oct 15, 2025
Q3 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
60+ 0.17% |
$15.1K - $17K
|
35.7K
$10.3M
|
|
|
Oct 15, 2025
Q3 2025
|
Ars Investment Partners, LLC
|
BUY
|
- |
1.91K+ 4.52% |
$479K - $540K
|
44.1K
$12.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-5- 0.13% |
$1.25K - $1.41K
|
3.72K
$1.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
21+ 0.62% |
$5.27K - $5.94K
|
3.39K
$977K
|
|
|
Oct 15, 2025
Q3 2025
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
25+ 0.86% |
$6.27K - $7.07K
|
2.93K
$844K
|
|
|
Oct 15, 2025
Q3 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.47K- 0.31% |
$370K - $416K
|
470K
$136M
|
|
|
Oct 15, 2025
Q3 2025
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-95- 5.22% |
$23.8K - $26.9K
|
1.73K
$497K
|
|
|
Oct 15, 2025
Q3 2025
|
First Premier Bank
|
SELL
|
- |
-9- 1.72% |
$2.26K - $2.54K
|
513
$148K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-263- 7.22% |
$66K - $74.3K
|
3.38K
$975K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-400- 15.09% |
$100K - $113K
|
2.25K
$648K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
700+ 58.04% |
$176K - $198K
|
1.91K
$549K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-668- 9.14% |
$168K - $189K
|
6.64K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
315+ 7.45% |
$79.1K - $89K
|
4.54K
$1.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
294+ 2.1% |
$73.8K - $83.1K
|
14.3K
$4.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-651- 37.18% |
$163K - $184K
|
1.1K
$317K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-303- 3.33% |
$76K - $85.6K
|
8.81K
$2.54M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
37.6K+ 6.51% |
$9.45M - $10.6M
|
616K
$177M
|
|
|
Oct 15, 2025
Q3 2025
|
Busey Wealth Management
|
SELL
|
- |
-2- 0.03% |
$502 - $565
|
7.6K
$2.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Donald L. Hagan, LLC
|
BUY
|
- |
955+ 4.25% |
$240K - $270K
|
23.4K
$6.75M
|
|
|
Oct 15, 2025
Q3 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
300+ 25.66% |
$75.3K - $84.8K
|
1.47K
$423K
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
9.92K+ 85.7% |
$2.49M - $2.8M
|
21.5K
$6.19M
|
|
|
Oct 15, 2025
Q3 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
795New |
$200K - $225K
|
795
$229K
|
|