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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
SELL
|
- |
-95- 4.87% |
$19.6K - $23K
|
1.86K
$535K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
193+ 9.21% |
$39.8K - $46.7K
|
2.29K
$660K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
PUT |
2.3KNew |
$475K - $557K
|
2.3K
$663K
|
|
|
Apr 29, 2025
Q1 2025
|
Columbia River Financial Group, LLC
Vancouver, WA |
BUY
|
- |
65New |
$13.4K - $15.7K
|
65
$18.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-10- 0.36% |
$2.06K - $2.42K
|
2.74K
$790K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
SELL
|
- |
-348- 0.42% |
$71.8K - $84.3K
|
82.9K
$23.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
196New |
$40.5K - $47.5K
|
196
$56.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
14+ 0.38% |
$2.89K - $3.39K
|
3.69K
$1.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-2.16K- 2.28% |
$445K - $522K
|
92.4K
$26.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Planning Directions Inc
|
BUY
|
- |
3.49KNew |
$720K - $845K
|
3.49K
$1.01M
|
|
|
Apr 29, 2025
Q1 2025
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
85+ 1.22% |
$17.5K - $20.6K
|
7.08K
$2.04M
|
|
|
Apr 29, 2025
Q1 2025
|
Abound Financial, LLC
Granite Bay, CA |
BUY
|
- |
37+ 0.2% |
$7.64K - $8.96K
|
18.5K
$5.32M
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-7- 26.92% |
$1.44K - $1.7K
|
19
$5.47K
|
|
|
Apr 28, 2025
Q1 2025
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
700+ 145.83% |
$144K - $170K
|
1.18K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
SELL
|
- |
-7.2K- 32.1% |
$1.49M - $1.74M
|
15.2K
$4.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-501- 0.47% |
$103K - $121K
|
106K
$30.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$206 - $242
|
1.25K
$361K
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-7.01K- 70.37% |
$1.45M - $1.7M
|
2.95K
$850K
|
|
|
Apr 24, 2025
Q1 2025
|
Falcon Wealth Planning
|
SELL
|
- |
-100- 6.08% |
$20.6K - $24.2K
|
1.54K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
343+ 35.11% |
$70.8K - $83.1K
|
1.32K
$380K
|
|
|
Apr 24, 2025
Q1 2025
|
Cwc Advisors, Llc.
Lake Oswego, OR |
BUY
|
- |
2.83K+ 56.99% |
$585K - $686K
|
7.8K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Legacy Wealth Management, Inc
|
BUY
|
- |
151+ 4.32% |
$31.2K - $36.6K
|
3.65K
$1.05M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.76KNew |
$363K - $426K
|
1.76K
$507K
|
|
|
Apr 22, 2025
Q1 2025
|
Hill Island Financial LLC
Grand Rapids, MI |
SELL
|
- |
-7.22K- 65.68% |
$1.49M - $1.75M
|
3.77K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-179- 6.21% |
$36.9K - $43.4K
|
2.7K
$779K
|
|
|
Apr 22, 2025
Q1 2025
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-678- 8.65% |
$140K - $164K
|
7.16K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-1.17K- 21.87% |
$240K - $282K
|
4.16K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.28KNew |
$263K - $309K
|
1.28K
$367K
|
|
|
Apr 22, 2025
Q1 2025
|
Davidson Kahn Capital Management, LLC
Sherman Oaks, CA |
BUY
|
- |
1.08KNew |
$223K - $262K
|
1.08K
$311K
|
|
|
Apr 22, 2025
Q1 2025
|
Form Wealth Advisors, LLC
Lake Geneva, WI |
BUY
|
- |
1.78KNew |
$367K - $431K
|
1.78K
$513K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
8+ 1.31% |
$1.65K - $1.94K
|
621
$179K
|
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-73- 2.73% |
$15.1K - $17.7K
|
2.6K
$749K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
BUY
|
- |
530+ 1.82% |
$109K - $128K
|
29.6K
$8.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10New |
$2.06K - $2.42K
|
10
$2.88K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
90New |
$18.6K - $21.8K
|
90
$25.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Segment Wealth Management, LLC
|
SELL
|
- |
-70- 0.6% |
$14.4K - $17K
|
11.6K
$3.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Arrow Investment Advisors, LLC
Laurel, MD |
SELL
|
- |
-1.66K- 7.82% |
$343K - $402K
|
19.6K
$5.64M
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-179- 10.72% |
$36.9K - $43.4K
|
1.49K
$429K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-316- 66.39% |
$65.2K - $76.5K
|
160
$46.1K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
BUY
|
- |
1.6K+ 52.62% |
$330K - $387K
|
4.63K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
Bright Rock Capital Management, LLC
|
BUY
|
- |
15KNew |
$3.1M - $3.63M
|
15K
$4.32M
|
|
|
Apr 16, 2025
Q1 2025
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-48- 4.2% |
$9.91K - $11.6K
|
1.1K
$316K
|
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
14.3KNew |
$2.94M - $3.46M
|
14.3K
$4.11M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
BUY
|
- |
17.3K+ 33.25% |
$3.56M - $4.18M
|
69.1K
$19.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
23+ 1.26% |
$4.75K - $5.57K
|
1.85K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-107- 66.88% |
$22.1K - $25.9K
|
53
$15.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
45.9K+ 15283.33% |
$9.46M - $11.1M
|
46.2K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
761+ 29.24% |
$157K - $184K
|
3.36K
$969K
|
|
|
Apr 11, 2025
Q1 2025
|
Leicht Financial Planning & Wealth Management, Inc.
|
SELL
|
- |
-2.58K- 6.61% |
$533K - $626K
|
36.5K
$10.5M
|
|
|
Apr 11, 2025
Q1 2025
|
Compton Financial Group, LLC
|
BUY
|
- |
54.1KNew |
$11.2M - $13.1M
|
54.1K
$15.6M
|
|