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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-1.2K- 91.71% |
$215K - $303K
|
108
$31.1K
|
|
|
Aug 08, 2025
Q2 2025
|
Paragon Capital Management LLC
Overland Park, KS |
BUY
|
- |
361+ 24.03% |
$64.9K - $91.4K
|
1.86K
$537K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
140+ 157.3% |
$25.2K - $35.5K
|
229
$66K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
500+ 39.09% |
$89.9K - $127K
|
1.78K
$513K
|
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
92+ 16.58% |
$16.5K - $23.3K
|
647
$186K
|
|
|
Aug 07, 2025
Q2 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-420- 8.61% |
$75.5K - $106K
|
4.46K
$1.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-175- 14.29% |
$31.5K - $44.3K
|
1.05K
$303K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-25- 3.86% |
$4.49K - $6.33K
|
623
$180K
|
|
|
Aug 07, 2025
Q2 2025
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
858New |
$154K - $217K
|
858
$247K
|
|
|
Aug 07, 2025
Q2 2025
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
790New |
$142K - $200K
|
790
$228K
|
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
885New |
$159K - $224K
|
885
$255K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
950New |
$171K - $241K
|
950
$274K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
21+ 0.97% |
$3.77K - $5.32K
|
2.19K
$632K
|
|
|
Aug 06, 2025
Q2 2025
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.47KNew |
$265K - $373K
|
1.47K
$424K
|
|
|
Aug 06, 2025
Q2 2025
|
North Capital, Inc.
Salt Lake City, UT |
SELL
|
- |
-50- 1.72% |
$8.99K - $12.7K
|
2.85K
$822K
|
|
|
Aug 06, 2025
Q2 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-1.68K- 11.88% |
$301K - $424K
|
12.4K
$3.58M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
3New |
$539 - $760
|
3
$864
|
|
|
Aug 06, 2025
Q2 2025
|
Marco Investment Management LLC
|
BUY
|
- |
253+ 4.69% |
$45.5K - $64.1K
|
5.65K
$1.63M
|
|
|
Aug 06, 2025
Q2 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-177- 18.25% |
$31.8K - $44.8K
|
793
$229K
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
221+ 96.51% |
$39.7K - $56K
|
450
$130K
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
1.13KNew |
$203K - $286K
|
1.13K
$326K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
667+ 33.02% |
$120K - $169K
|
2.69K
$774K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
SELL
|
- |
-26- 1.01% |
$4.67K - $6.58K
|
2.55K
$736K
|
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-135- 2.76% |
$24.3K - $34.2K
|
4.75K
$1.37M
|
|
|
Aug 05, 2025
Q2 2025
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-496- 25.9% |
$89.1K - $126K
|
1.42K
$409K
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
258New |
$46.4K - $65.3K
|
258
$74.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-200- 0.89% |
$35.9K - $50.6K
|
22.3K
$6.43M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
147+ 612.5% |
$26.4K - $37.2K
|
171
$49.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
75+ 1.65% |
$13.5K - $19K
|
4.61K
$1.33M
|
|
|
Aug 05, 2025
Q2 2025
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
311+ 16.83% |
$55.9K - $78.8K
|
2.16K
$622K
|
|
|
Aug 05, 2025
Q2 2025
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
300+ 10.7% |
$53.9K - $76K
|
3.1K
$894K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.9% |
$425K - $598K
|
122K
$35.1M
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
49+ 3.73% |
$8.81K - $12.4K
|
1.36K
$393K
|
|
|
Aug 04, 2025
Q2 2025
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
BUY
|
- |
927New |
$167K - $235K
|
927
$267K
|
|
|
Aug 04, 2025
Q2 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-135- 11.87% |
$24.3K - $34.2K
|
1K
$289K
|
|
|
Aug 04, 2025
Q2 2025
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
808New |
$145K - $205K
|
808
$233K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.57K- 18.12% |
$461K - $650K
|
11.6K
$3.34M
|
|
|
Aug 01, 2025
Q2 2025
|
Private Wealth Partners, LLC
|
BUY
|
- |
24+ 0.86% |
$4.31K - $6.08K
|
2.82K
$812K
|
|
|
Aug 01, 2025
Q2 2025
|
Vision Financial Markets LLC
Stamford, CT |
BUY
|
- |
1+ 0.61% |
$180 - $253
|
165
$47.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
218+ 20.62% |
$39.2K - $55.2K
|
1.28K
$367K
|
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
500+ 16.06% |
$89.9K - $127K
|
3.61K
$1.04M
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
157New |
$28.2K - $39.8K
|
157
$45.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
912New |
$164K - $231K
|
912
$263K
|
|
|
Jul 31, 2025
Q2 2025
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-6.59K- 78.29% |
$1.18M - $1.67M
|
1.83K
$527K
|
|
|
Jul 31, 2025
Q2 2025
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.11K+ 38.93% |
$919K - $1.3M
|
18.2K
$5.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-251- 15.89% |
$45.1K - $63.6K
|
1.33K
$383K
|
|
|
Jul 31, 2025
Q2 2025
|
Hartford Financial Management Inc.
|
SELL
|
- |
-12- 6.0% |
$2.16K - $3.04K
|
188
$54.2K
|
|
|
Jul 31, 2025
Q2 2025
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
140+ 4.45% |
$25.2K - $35.5K
|
3.29K
$947K
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
80+ 2.03% |
$14.4K - $20.3K
|
4.03K
$1.16M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
175+ 6.99% |
$31.5K - $44.3K
|
2.68K
$772K
|
|