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 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
SELL
|
- |
-1.41K- 1.65% |
$353K - $398K
|
84.1K
$24.2M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.48K- 19.0% |
$623K - $702K
|
10.6K
$3.05M
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
753+ 23.94% |
$189K - $213K
|
3.9K
$1.12M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-414- 0.81% |
$104K - $117K
|
51K
$14.7M
|
|
|
Oct 09, 2025
Q3 2025
|
Capitol Family Office, Inc.
|
BUY
|
- |
191+ 1.16% |
$47.9K - $54K
|
16.6K
$4.79M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
SELL
|
- |
-203- 10.71% |
$50.9K - $57.4K
|
1.69K
$488K
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.22K+ 26.93% |
$305K - $343K
|
5.73K
$1.65M
|
|
|
Oct 08, 2025
Q3 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-23- 19.83% |
$5.77K - $6.5K
|
93
$26.8K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.8K- 46.13% |
$953K - $1.07M
|
4.43K
$1.28M
|
|
|
Oct 08, 2025
Q3 2025
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
492+ 35.99% |
$123K - $139K
|
1.86K
$536K
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.03% |
$251 - $283
|
3K
$865K
|
|
|
Oct 07, 2025
Q3 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
16.2KNew |
$4.07M - $4.59M
|
16.2K
$4.68M
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-11.3K- 94.14% |
$2.82M - $3.18M
|
700
$202K
|
|
|
Oct 07, 2025
Q3 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
SELL
|
- |
-16- 6.43% |
$4.02K - $4.52K
|
233
$67.1K
|
|
|
Oct 07, 2025
Q3 2025
|
Strong Box Wealth, LLC
|
BUY
|
- |
6+ 0.42% |
$1.51K - $1.7K
|
1.45K
$418K
|
|
|
Oct 07, 2025
Q3 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.08K- 5.68% |
$271K - $305K
|
17.9K
$5.16M
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-70- 2.2% |
$17.6K - $19.8K
|
3.11K
$896K
|
|
|
Oct 07, 2025
Q3 2025
|
Veracity Capital LLC
|
BUY
|
- |
1+ 0.12% |
$251 - $283
|
806
$232K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
SELL
|
- |
-416- 5.8% |
$104K - $118K
|
6.75K
$1.95M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
31+ 1.86% |
$7.78K - $8.76K
|
1.7K
$490K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-905- 53.17% |
$227K - $256K
|
797
$230K
|
|
|
Oct 06, 2025
Q3 2025
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-88- 6.74% |
$22.1K - $24.9K
|
1.22K
$351K
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-1.1K- 1.76% |
$275K - $310K
|
61.1K
$17.6M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
751New |
$188K - $212K
|
751
$216K
|
|
|
Oct 06, 2025
Q3 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.24K+ 1.83% |
$311K - $350K
|
68.9K
$19.9M
|
|
|
Oct 06, 2025
Q3 2025
|
Sanders Morris Harris LLC
|
BUY
|
- |
946New |
$237K - $267K
|
946
$273K
|
|
|
Oct 03, 2025
Q3 2025
|
West Oak Capital, LLC
|
SELL
|
- |
-100- 22.73% |
$25.1K - $28.3K
|
340
$98K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-15- 0.31% |
$3.76K - $4.24K
|
4.8K
$1.38M
|
|
|
Oct 02, 2025
Q3 2025
|
Bank Of New Hampshire
|
BUY
|
- |
30+ 0.47% |
$7.53K - $8.48K
|
6.44K
$1.86M
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.09% |
$1.51K - $1.7K
|
6.51K
$1.88M
|
|
| Q2 2025 | |||||||
|
Jan 07, 2026
Q2 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-93- 1.48% |
$16.7K - $23.6K
|
6.2K
$1.79M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
535+ 47.01% |
$96.2K - $135K
|
1.67K
$482K
|
|
|
Dec 01, 2025
Q2 2025
|
Maxele Advisors, LLC
Webster Groves, MO |
SELL
|
- |
-40- 3.34% |
$7.19K - $10.1K
|
1.16K
$334K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-995- 5.08% |
$179K - $252K
|
18.6K
$5.35M
|
|
|
Nov 24, 2025
Q2 2025
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
235KNew |
$42.3M - $59.6M
|
235K
$67.8M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-25.3K- 0.89% |
$4.55M - $6.41M
|
2.81M
$809M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-45K- 28.05% |
$8.09M - $11.4M
|
115K
$33.3M
|
|
|
Nov 19, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
65+ 10.16% |
$11.7K - $16.5K
|
705
$203K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-20.4K- 59.62% |
$3.66M - $5.16M
|
13.8K
$3.98M
|
|
|
Nov 12, 2025
Q2 2025
|
Tableaux LLC
Stockbridge, MA |
SELL
|
- |
-2.69K- 50.0% |
$483K - $681K
|
2.69K
$775K
|
|
|
Nov 12, 2025
Q2 2025
|
Alpha Zero LLC
Boca Raton, FL |
BUY
|
- |
5+ 0.14% |
$899 - $1.27K
|
3.52K
$1.02M
|
|
|
Nov 10, 2025
Q2 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
54+ 5.09% |
$9.71K - $13.7K
|
1.12K
$321K
|
|
|
Nov 06, 2025
Q2 2025
|
Plan A Wealth LLC
Lincoln, NE |
SELL
|
- |
-615- 34.67% |
$111K - $156K
|
1.16K
$334K
|
|
|
Nov 03, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.19K- 61.3% |
$1.65M - $2.33M
|
5.8K
$1.67M
|
|
|
Oct 29, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
25K+ 4.17% |
$4.49M - $6.33M
|
623K
$180M
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
130+ 28.76% |
$23.4K - $32.9K
|
582
$168K
|
|
|
Sep 30, 2025
Q2 2025
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
25.6K+ 1363.93% |
$4.6M - $6.48M
|
27.5K
$7.92M
|
|
|
Sep 03, 2025
Q2 2025
|
Q3 Asset Management
|
BUY
|
- |
14.2KNew |
$2.55M - $3.59M
|
14.2K
$4.09M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
132New |
$23.7K - $33.4K
|
132
$38K
|
|
|
Aug 28, 2025
Q2 2025
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-99- 2.3% |
$17.8K - $25.1K
|
4.2K
$1.21M
|
|