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 15, 2025
Q2 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-259- 2.08% |
$46.6K - $65.6K
|
12.2K
$3.52M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
1.69KNew |
$303K - $427K
|
1.69K
$486K
|
|
|
Jul 15, 2025
Q2 2025
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-20- 1.53% |
$3.59K - $5.06K
|
1.29K
$370K
|
|
|
Jul 15, 2025
Q2 2025
|
Graypoint LLC
|
BUY
|
- |
62.9K+ 34.81% |
$11.3M - $15.9M
|
244K
$70.2M
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-4.6K- 22.7% |
$826K - $1.16M
|
15.7K
$4.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-368- 1.34% |
$66.1K - $93.2K
|
27.1K
$7.82M
|
|
|
Jul 15, 2025
Q2 2025
|
Retireful, LLC
|
BUY
|
- |
9.71KNew |
$1.74M - $2.46M
|
9.71K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
706+ 88.92% |
$127K - $179K
|
1.5K
$432K
|
|
|
Jul 15, 2025
Q2 2025
|
Newton One Investments LLC
|
BUY
|
- |
3New |
$539 - $760
|
3
$864
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
3+ 0.17% |
$539 - $760
|
1.77K
$511K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
1.4K+ 23.15% |
$251K - $354K
|
7.43K
$2.14M
|
|
|
Jul 11, 2025
Q2 2025
|
Essex Savings Bank
|
SELL
|
- |
-125- 11.74% |
$22.5K - $31.7K
|
940
$271K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-126- 5.65% |
$22.6K - $31.9K
|
2.1K
$606K
|
|
|
Jul 10, 2025
Q2 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.05% |
$180 - $253
|
2.09K
$603K
|
|
|
Jul 10, 2025
Q2 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
916New |
$165K - $232K
|
916
$264K
|
|
|
Jul 10, 2025
Q2 2025
|
Carderock Capital Management Inc
|
BUY
|
- |
159New |
$28.6K - $40.3K
|
159
$45.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-68- 7.35% |
$12.2K - $17.2K
|
857
$247K
|
|
|
Jul 09, 2025
Q2 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
BUY
|
- |
118+ 9.92% |
$21.2K - $29.9K
|
1.31K
$377K
|
|
|
Jul 09, 2025
Q2 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-117- 1.38% |
$21K - $29.6K
|
8.35K
$2.41M
|
|
|
Jul 09, 2025
Q2 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
801New |
$144K - $203K
|
801
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Divergent Planning, LLC
|
BUY
|
- |
1.44KNew |
$259K - $365K
|
1.44K
$416K
|
|
|
Jul 09, 2025
Q2 2025
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-75- 6.0% |
$13.5K - $19K
|
1.18K
$339K
|
|
|
Jul 09, 2025
Q2 2025
|
Berkshire Bank
|
SELL
|
- |
-5- 0.08% |
$899 - $1.27K
|
6.23K
$1.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Lincoln Capital Corp
|
SELL
|
- |
-2.84K- 64.68% |
$511K - $720K
|
1.55K
$447K
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
600New |
$108K - $152K
|
600
$173K
|
|
|
Jul 08, 2025
Q2 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
42+ 2.67% |
$7.55K - $10.6K
|
1.62K
$466K
|
|
| Q1 2025 | |||||||
|
Nov 04, 2025
Q1 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
164+ 17.94% |
$33.8K - $39.7K
|
1.08K
$311K
|
|
|
Oct 30, 2025
Q1 2025
|
Birch Financial Group, LLC
Keene, NH |
SELL
|
- |
-945Closed |
$195K - $229K
|
0
$0
|
|
|
Sep 22, 2025
Q1 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
1.01KNew |
$208K - $245K
|
1.01K
$291K
|
|
|
Aug 27, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-278- 11.91% |
$57.4K - $67.3K
|
2.06K
$592K
|
|
|
Aug 15, 2025
Q1 2025
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
SELL
|
- |
-1.7KClosed |
$351K - $412K
|
0
$0
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.25KNew |
$258K - $303K
|
1.25K
$360K
|
|
|
Jun 03, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-100- 18.87% |
$20.6K - $24.2K
|
430
$124K
|
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
157New |
$32.4K - $38K
|
157
$45.2K
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
9New |
$1.86K - $2.18K
|
9
$2.59K
|
|
|
May 21, 2025
Q1 2025
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-400- 7.81% |
$82.6K - $96.9K
|
4.72K
$1.36M
|
|
|
May 19, 2025
Q1 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
136+ 15.74% |
$28.1K - $32.9K
|
1K
$288K
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-93- 5.29% |
$19.2K - $22.5K
|
1.67K
$480K
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
5.03KNew |
$1.04M - $1.22M
|
5.03K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.78K- 8.64% |
$986K - $1.16M
|
50.5K
$14.6M
|
|
|
May 15, 2025
Q1 2025
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-295- 10.25% |
$60.9K - $71.4K
|
2.58K
$744K
|
|
|
May 15, 2025
Q1 2025
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
35.4KNew |
$7.31M - $8.58M
|
35.4K
$10.2M
|
|
|
May 15, 2025
Q1 2025
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1.43KNew |
$295K - $346K
|
1.43K
$412K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
500+ 22.7% |
$103K - $121K
|
2.7K
$779K
|
|
|
May 15, 2025
Q1 2025
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
80K+ 400.0% |
$16.5M - $19.4M
|
100K
$28.8M
|
|
|
May 15, 2025
Q1 2025
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
7.2K+ 552.34% |
$1.49M - $1.74M
|
8.5K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
CALL |
30KNew |
$6.19M - $7.27M
|
30K
$8.64M
|
|
|
May 15, 2025
Q1 2025
|
S&T Bank
Indiana, PA |
BUY
|
- |
98New |
$20.2K - $23.7K
|
98
$28.2K
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
SELL
|
- |
-80.1K- 77.26% |
$16.5M - $19.4M
|
23.6K
$6.8M
|
|
|
May 15, 2025
Q1 2025
|
Lmr Partners LLP
London, X0 |
BUY
|
PUT |
558KNew |
$115M - $135M
|
558K
$161M
|
|