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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
396New |
$71.2K - $100K
|
396
$114K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-247- 2.29% |
$44.4K - $62.5K
|
10.5K
$3.03M
|
|
|
Jul 30, 2025
Q2 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.51K- 4.76% |
$270K - $381K
|
30.1K
$8.67M
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1+ 0.57% |
$180 - $253
|
176
$50.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Private Capital Advisors, Inc.
|
BUY
|
- |
3+ 0.17% |
$539 - $760
|
1.81K
$522K
|
|
|
Jul 30, 2025
Q2 2025
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.95KNew |
$350K - $493K
|
1.95K
$561K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-99- 13.69% |
$17.8K - $25.1K
|
624
$180K
|
|
|
Jul 30, 2025
Q2 2025
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-859- 30.43% |
$154K - $218K
|
1.96K
$566K
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.37% |
$180 - $253
|
273
$78.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
950New |
$171K - $241K
|
950
$274K
|
|
|
Jul 29, 2025
Q2 2025
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-487- 8.85% |
$87.5K - $123K
|
5.01K
$1.44M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.53K+ 622.76% |
$275K - $388K
|
1.78K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
Rodgers & Associates, LTD
|
BUY
|
- |
1.32KNew |
$237K - $334K
|
1.32K
$379K
|
|
|
Jul 29, 2025
Q2 2025
|
Vista Finance, LLC
|
SELL
|
- |
-430- 3.85% |
$77.3K - $109K
|
10.7K
$3.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
23.7KNew |
$4.26M - $6M
|
23.7K
$6.83M
|
|
|
Jul 29, 2025
Q2 2025
|
Arcus Capital Partners, LLC
|
BUY
|
- |
886New |
$159K - $224K
|
886
$255K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-158- 1.06% |
$28.4K - $40K
|
14.7K
$4.24M
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-15- 1.44% |
$2.7K - $3.8K
|
1.02K
$295K
|
|
|
Jul 29, 2025
Q2 2025
|
Flc Capital Advisors
|
BUY
|
- |
2.8KNew |
$503K - $709K
|
2.8K
$806K
|
|
|
Jul 29, 2025
Q2 2025
|
Lmg Wealth Partners, LLC
Shreveport, LA |
BUY
|
- |
804New |
$145K - $204K
|
804
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
SELL
|
- |
-2.19K- 3.91% |
$393K - $554K
|
53.7K
$15.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
100New |
$18K - $25.3K
|
100
$28.8K
|
|
|
Jul 28, 2025
Q2 2025
|
Hudson Capital Management LLC
|
BUY
|
- |
1.87KNew |
$336K - $474K
|
1.87K
$539K
|
|
|
Jul 28, 2025
Q2 2025
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-302- 9.06% |
$54.3K - $76.5K
|
3.03K
$874K
|
|
|
Jul 28, 2025
Q2 2025
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-259- 12.06% |
$46.6K - $65.6K
|
1.89K
$544K
|
|
|
Jul 28, 2025
Q2 2025
|
Aries Wealth Management
|
SELL
|
- |
-162- 4.09% |
$29.1K - $41K
|
3.8K
$1.09M
|
|
|
Jul 28, 2025
Q2 2025
|
Davidson Trust CO
|
BUY
|
- |
836New |
$150K - $212K
|
836
$241K
|
|
|
Jul 28, 2025
Q2 2025
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-125- 9.78% |
$22.5K - $31.7K
|
1.15K
$332K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
911New |
$164K - $231K
|
911
$263K
|
|
|
Jul 28, 2025
Q2 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
1.68KNew |
$301K - $424K
|
1.68K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
915New |
$164K - $232K
|
915
$264K
|
|
|
Jul 25, 2025
Q2 2025
|
Mitchell Sinkler & Starr
|
BUY
|
- |
550+ 55.0% |
$98.9K - $139K
|
1.55K
$447K
|
|
|
Jul 25, 2025
Q2 2025
|
Libra Wealth LLC
|
BUY
|
- |
975+ 97.5% |
$175K - $247K
|
1.98K
$569K
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
SELL
|
- |
-123- 49.2% |
$22.1K - $31.1K
|
127
$36.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74.1K- 49.49% |
$13.3M - $18.8M
|
75.6K
$21.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.82K+ 107.57% |
$506K - $713K
|
5.43K
$1.57M
|
|
|
Jul 24, 2025
Q2 2025
|
Rice Partnership, LLC
|
BUY
|
- |
200+ 14.57% |
$35.9K - $50.6K
|
1.57K
$453K
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-27- 10.15% |
$4.85K - $6.84K
|
239
$68.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-34- 51.52% |
$6.11K - $8.61K
|
32
$9.22K
|
|
|
Jul 24, 2025
Q2 2025
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-100- 9.09% |
$18K - $25.3K
|
1K
$288K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22- 1.45% |
$3.95K - $5.57K
|
1.5K
$432K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 1.09% |
$359 - $506
|
186
$53.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
93+ 22.36% |
$16.7K - $23.6K
|
509
$147K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
198New |
$35.6K - $50.1K
|
198
$57.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
125New |
$22.5K - $31.7K
|
125
$36K
|
|
|
Jul 24, 2025
Q2 2025
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-4.4K- 98.55% |
$792K - $1.12M
|
65
$18.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
382New |
$68.7K - $96.7K
|
382
$110K
|
|
|
Jul 23, 2025
Q2 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
188+ 8.66% |
$33.8K - $47.6K
|
2.36K
$680K
|
|
|
Jul 23, 2025
Q2 2025
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
415+ 14.19% |
$74.6K - $105K
|
3.34K
$962K
|
|
|
Jul 23, 2025
Q2 2025
|
Godsey & Gibb Associates
|
SELL
|
- |
-128- 66.32% |
$23K - $32.4K
|
65
$18.7K
|
|