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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-106- 0.38% |
$21.9K - $25.7K
|
27.6K
$7.96M
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-185- 1.55% |
$38.2K - $44.8K
|
11.7K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
1.09KNew |
$224K - $263K
|
1.09K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-200- 7.6% |
$41.3K - $48.4K
|
2.43K
$700K
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
2.08KNew |
$429K - $503K
|
2.08K
$598K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
BUY
|
- |
492+ 21.3% |
$102K - $119K
|
2.8K
$807K
|
|
|
May 08, 2025
Q1 2025
|
Ackerman Asset Management, LLC
Rockville, MD |
BUY
|
- |
5KNew |
$1.03M - $1.21M
|
5K
$1.44M
|
|
|
May 08, 2025
Q1 2025
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
55+ 1.26% |
$11.4K - $13.3K
|
4.41K
$1.27M
|
|
|
May 08, 2025
Q1 2025
|
Bank Of Jackson Hole Trust
Jackson, WY |
SELL
|
- |
-85- 20.73% |
$17.5K - $20.6K
|
325
$93.6K
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
50New |
$10.3K - $12.1K
|
50
$14.4K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
856New |
$177K - $207K
|
856
$247K
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
19.1KNew |
$3.94M - $4.63M
|
19.1K
$5.5M
|
|
|
May 07, 2025
Q1 2025
|
Td Asset Management Inc
|
BUY
|
- |
12K+ 2.55% |
$2.48M - $2.91M
|
483K
$139M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-20.3K- 11.37% |
$4.19M - $4.92M
|
158K
$45.7M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
136New |
$28.1K - $32.9K
|
136
$39.2K
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
CALL |
1.8KNew |
$371K - $436K
|
1.8K
$519K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
21New |
$4.33K - $5.09K
|
21
$6.05K
|
|
|
May 07, 2025
Q1 2025
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
702+ 6.89% |
$145K - $170K
|
10.9K
$3.14M
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
156New |
$32.2K - $37.8K
|
156
$45K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-345- 10.8% |
$71.2K - $83.6K
|
2.85K
$821K
|
|
|
May 07, 2025
Q1 2025
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.01KNew |
$209K - $245K
|
1.01K
$291K
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-168- 14.38% |
$34.7K - $40.7K
|
1K
$288K
|
|
|
May 07, 2025
Q1 2025
|
Golden Reserve Retirement LLC
Dublin, OH |
BUY
|
- |
2.51KNew |
$518K - $608K
|
2.51K
$723K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-26- 3.69% |
$5.37K - $6.3K
|
679
$196K
|
|
|
May 06, 2025
Q1 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-1.35K- 1.53% |
$279K - $328K
|
87.4K
$25.2M
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
1.24KNew |
$256K - $301K
|
1.24K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-642- 37.02% |
$132K - $155K
|
1.09K
$315K
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
1.47KNew |
$304K - $356K
|
1.47K
$424K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-340- 2.7% |
$70.2K - $82.3K
|
12.3K
$3.53M
|
|
|
May 06, 2025
Q1 2025
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-24- 2.7% |
$4.95K - $5.81K
|
866
$250K
|
|
|
May 05, 2025
Q1 2025
|
Cypress Capital Management LLC (Wy)
|
BUY
|
- |
304New |
$62.7K - $73.6K
|
304
$87.6K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
100+ 3.52% |
$20.6K - $24.2K
|
2.94K
$847K
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
BUY
|
- |
68+ 4.08% |
$14K - $16.5K
|
1.74K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
21.8K+ 131.36% |
$4.5M - $5.28M
|
38.4K
$11.1M
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
SELL
|
- |
-148- 7.37% |
$30.5K - $35.8K
|
1.86K
$536K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.49KNew |
$1.96M - $2.3M
|
9.49K
$2.73M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
159+ 5.45% |
$32.8K - $38.5K
|
3.08K
$887K
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
2.59KNew |
$533K - $626K
|
2.59K
$745K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
11.1K+ 98.9% |
$2.3M - $2.7M
|
22.4K
$6.46M
|
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-28- 39.44% |
$5.78K - $6.78K
|
43
$12.4K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.7KNew |
$1.8M - $2.11M
|
8.7K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
2.36K+ 14.57% |
$486K - $570K
|
18.5K
$5.34M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-85- 4.98% |
$17.5K - $20.6K
|
1.62K
$467K
|
|
|
May 01, 2025
Q1 2025
|
Grant
|
BUY
|
- |
1.34KNew |
$277K - $325K
|
1.34K
$386K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
30+ 2.44% |
$6.19K - $7.27K
|
1.26K
$363K
|
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8+ 0.63% |
$1.65K - $1.94K
|
1.27K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
22+ 1.94% |
$4.54K - $5.33K
|
1.16K
$333K
|
|
|
May 01, 2025
Q1 2025
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-26- 86.67% |
$5.37K - $6.3K
|
4
$1.15K
|
|
|
Apr 30, 2025
Q1 2025
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
1.81KNew |
$373K - $437K
|
1.81K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
1.1KNew |
$227K - $266K
|
1.1K
$317K
|
|