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 23, 2025
Q2 2025
|
Foundation Wealth Management, LLC
Clayton, MO |
BUY
|
- |
3+ 0.16% |
$539 - $760
|
1.83K
$527K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-96- 1.3% |
$17.3K - $24.3K
|
7.26K
$2.09M
|
|
|
Jul 23, 2025
Q2 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-1.37K- 50.0% |
$246K - $347K
|
1.37K
$394K
|
|
|
Jul 23, 2025
Q2 2025
|
Ti Trust, Inc
|
BUY
|
- |
796New |
$143K - $202K
|
796
$229K
|
|
|
Jul 23, 2025
Q2 2025
|
Copperwynd Financial, LLC
|
BUY
|
- |
984New |
$177K - $249K
|
984
$284K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-491- 17.36% |
$88.2K - $124K
|
2.34K
$674K
|
|
|
Jul 22, 2025
Q2 2025
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1- 0.02% |
$180 - $253
|
5.78K
$1.66M
|
|
|
Jul 22, 2025
Q2 2025
|
Capital City Trust CO
|
SELL
|
- |
-425- 25.34% |
$76.4K - $108K
|
1.25K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-9.16K- 90.66% |
$1.65M - $2.32M
|
943
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.41K- 13.13% |
$254K - $358K
|
9.36K
$2.7M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
581New |
$104K - $147K
|
581
$167K
|
|
|
Jul 22, 2025
Q2 2025
|
Brown Miller Wealth Management, LLC
|
SELL
|
- |
-2.05K- 60.82% |
$369K - $520K
|
1.32K
$381K
|
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
158New |
$28.4K - $40K
|
158
$45.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
945New |
$170K - $239K
|
945
$272K
|
|
|
Jul 21, 2025
Q2 2025
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-356- 2.3% |
$64K - $90.1K
|
15.1K
$4.35M
|
|
|
Jul 21, 2025
Q2 2025
|
111 Capital
Paris, I0 |
BUY
|
- |
6.98KNew |
$1.26M - $1.77M
|
6.98K
$2.01M
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-130- 9.61% |
$23.4K - $32.9K
|
1.22K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Wallington Asset Management, LLC
|
BUY
|
- |
806New |
$145K - $204K
|
806
$232K
|
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-1.4K- 4.64% |
$251K - $354K
|
28.7K
$8.27M
|
|
|
Jul 21, 2025
Q2 2025
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
17.6K+ 8552.91% |
$3.17M - $4.46M
|
17.8K
$5.14M
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-179- 1.38% |
$32.2K - $45.3K
|
12.8K
$3.69M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
106+ 1514.29% |
$19.1K - $26.8K
|
113
$32.6K
|
|
|
Jul 21, 2025
Q2 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
263+ 13.34% |
$47.3K - $66.6K
|
2.24K
$644K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-75- 2.86% |
$13.5K - $19K
|
2.55K
$734K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Insights, Inc.
|
SELL
|
- |
-200- 1.18% |
$35.9K - $50.6K
|
16.7K
$4.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
50+ 1.86% |
$8.99K - $12.7K
|
2.73K
$787K
|
|
|
Jul 18, 2025
Q2 2025
|
Brueske Advisory Services, LLC
Bellevue, WA |
BUY
|
- |
2.02KNew |
$362K - $510K
|
2.02K
$581K
|
|
|
Jul 18, 2025
Q2 2025
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
8KNew |
$1.44M - $2.03M
|
8K
$2.31M
|
|
|
Jul 18, 2025
Q2 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-134- 8.82% |
$24.1K - $33.9K
|
1.39K
$399K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-50- 2.33% |
$8.99K - $12.7K
|
2.1K
$604K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-5- 0.43% |
$899 - $1.27K
|
1.17K
$337K
|
|
|
Jul 18, 2025
Q2 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
814New |
$146K - $206K
|
814
$235K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-392- 16.3% |
$70.5K - $99.3K
|
2.01K
$580K
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
BUY
|
- |
32.8KNew |
$5.9M - $8.31M
|
32.8K
$9.45M
|
|
|
Jul 18, 2025
Q2 2025
|
Churchill Management Corp
|
BUY
|
- |
190K+ 4.11% |
$34.1M - $48.1M
|
4.81M
$1.39B
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
80+ 36.53% |
$14.4K - $20.3K
|
299
$86.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-2.55K- 65.46% |
$457K - $644K
|
1.34K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Heritage Investment Group, Inc.
|
BUY
|
- |
859New |
$154K - $218K
|
859
$248K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
345New |
$62K - $87.4K
|
345
$99.4K
|
|
|
Jul 17, 2025
Q2 2025
|
White Pine Investment CO
|
SELL
|
- |
-85- 8.65% |
$15.3K - $21.5K
|
898
$259K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-352- 18.29% |
$63.3K - $89.1K
|
1.57K
$453K
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-304- 17.74% |
$54.6K - $77K
|
1.41K
$406K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-11- 3.75% |
$1.98K - $2.79K
|
282
$81.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-218- 4.79% |
$39.2K - $55.2K
|
4.33K
$1.25M
|
|
|
Jul 17, 2025
Q2 2025
|
Martel Wealth Advisors Inc
Vancouver, WA |
SELL
|
- |
-469- 32.39% |
$84.3K - $119K
|
979
$282K
|
|
|
Jul 17, 2025
Q2 2025
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
809New |
$145K - $205K
|
809
$233K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.42KNew |
$256K - $360K
|
1.42K
$410K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-120- 3.78% |
$21.6K - $30.4K
|
3.05K
$880K
|
|
|
Jul 16, 2025
Q2 2025
|
First American Bank
Dundee, IL |
BUY
|
- |
79+ 5.55% |
$14.2K - $20K
|
1.5K
$433K
|
|
|
Jul 15, 2025
Q2 2025
|
Forte Capital LLC
|
SELL
|
- |
-799- 38.43% |
$144K - $202K
|
1.28K
$369K
|
|