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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
956K+ 135.54% |
$211M - $231M
|
1.66M
$370M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-27.9K- 93.65% |
$6.14M - $6.73M
|
1.89K
$421K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.76K+ 1.87% |
$827K - $907K
|
205K
$45.5M
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28+ 1.08% |
$6.17K - $6.76K
|
2.62K
$583K
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-153- 25.54% |
$33.7K - $36.9K
|
446
$99.3K
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
211+ 1.93% |
$46.5K - $50.9K
|
11.1K
$2.48M
|
|
Feb 14, 2025
Q4 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-174- 1.76% |
$38.3K - $42K
|
9.74K
$2.17M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.7K+ 31.69% |
$5.23M - $5.73M
|
98.6K
$21.9M
|
|
Feb 14, 2025
Q4 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
149+ 2.59% |
$32.8K - $36K
|
5.9K
$1.31M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-36.8K- 4.75% |
$8.11M - $8.89M
|
739K
$164M
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
1.64KNew |
$361K - $395K
|
1.64K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-32.5K- 82.35% |
$7.16M - $7.85M
|
6.97K
$1.55M
|
|
Feb 14, 2025
Q4 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
215+ 9.11% |
$47.4K - $51.9K
|
2.57K
$573K
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-65- 1.71% |
$14.3K - $15.7K
|
3.73K
$831K
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
100+ 2.44% |
$22K - $24.1K
|
4.2K
$934K
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-8- 0.16% |
$1.76K - $1.93K
|
4.92K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-22- 0.25% |
$4.85K - $5.31K
|
8.72K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
SELL
|
- |
-1.65K- 6.48% |
$363K - $398K
|
23.8K
$5.29M
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-580- 1.88% |
$128K - $140K
|
30.3K
$6.75M
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
2+ 1.14% |
$441 - $483
|
177
$39.4K
|
|
Feb 14, 2025
Q4 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
148+ 1.34% |
$32.6K - $35.7K
|
11.2K
$2.49M
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
58K+ 291.2% |
$12.8M - $14M
|
77.9K
$17.3M
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
89New |
$19.6K - $21.5K
|
89
$19.8K
|
|
Feb 14, 2025
Q4 2024
|
Burling Wealth Partners, LLC
Chicago, IL |
BUY
|
- |
2.38KNew |
$523K - $573K
|
2.38K
$529K
|
|
Feb 14, 2025
Q4 2024
|
Quantessence Capital LLC
New York, NY |
BUY
|
- |
3.68KNew |
$811K - $889K
|
3.68K
$820K
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
4.88KNew |
$1.07M - $1.18M
|
4.88K
$1.09M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.4KNew |
$5.6M - $6.14M
|
25.4K
$5.66M
|
|
Feb 14, 2025
Q4 2024
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
PUT |
52KNew |
$11.5M - $12.6M
|
52K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
131New |
$28.9K - $31.6K
|
131
$29.2K
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
12.1KNew |
$2.67M - $2.93M
|
12.1K
$2.7M
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.17KNew |
$698K - $765K
|
3.17K
$706K
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
11.9KNew |
$2.63M - $2.88M
|
11.9K
$2.66M
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
10New |
$2.2K - $2.41K
|
10
$2.23K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
141New |
$31.1K - $34K
|
141
$31.4K
|
|
Feb 14, 2025
Q4 2024
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
6.48KNew |
$1.43M - $1.56M
|
6.48K
$1.44M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
223K+ 2.31% |
$49M - $53.7M
|
9.86M
$2.2B
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
385+ 8.98% |
$84.8K - $93K
|
4.67K
$1.04M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-1.83K- 12.86% |
$404K - $443K
|
12.4K
$2.77M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.13K+ 116.7% |
$1.35M - $1.48M
|
11.4K
$2.53M
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1K+ 0.56% |
$220K - $242K
|
179K
$39.9M
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
5+ 0.16% |
$1.1K - $1.21K
|
3.11K
$691K
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.46K+ 5.49% |
$322K - $353K
|
28K
$6.24M
|
|
Feb 14, 2025
Q4 2024
|
Searle & Co.
|
BUY
|
- |
1.07K+ 13.15% |
$235K - $257K
|
9.17K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-127- 4.17% |
$28K - $30.7K
|
2.92K
$650K
|
|
Feb 14, 2025
Q4 2024
|
Advisor Shares Investments LLC
Bethesda, MD |
SELL
|
- |
-830- 3.46% |
$183K - $200K
|
23.1K
$5.15M
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
9+ 0.03% |
$1.98K - $2.17K
|
29.6K
$6.59M
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-484- 46.45% |
$107K - $117K
|
558
$124K
|
|
Feb 14, 2025
Q4 2024
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
50K+ 83.33% |
$11M - $12.1M
|
110K
$24.5M
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-166K- 59.11% |
$36.5M - $40.1M
|
115K
$25.5M
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-25.2K- 52.5% |
$5.55M - $6.08M
|
22.8K
$5.08M
|