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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-2- 0.09% |
$441 - $483
|
2.17K
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
125+ 9.84% |
$27.5K - $30.2K
|
1.4K
$402K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251New |
$55.3K - $60.6K
|
251
$72.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
PUT |
2.1KNew |
$463K - $507K
|
2.1K
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.07KNew |
$235K - $257K
|
1.07K
$307K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
961New |
$212K - $232K
|
961
$277K
|
|
|
Jan 22, 2025
Q4 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
100New |
$22K - $24.1K
|
100
$28.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-179- 15.62% |
$39.4K - $43.2K
|
967
$279K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-50- 5.0% |
$11K - $12.1K
|
951
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
919New |
$202K - $222K
|
919
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-437- 6.58% |
$96.3K - $106K
|
6.2K
$1.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$12.8M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$6.83K - $7.48K
|
31
$8.93K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
CALL |
100New |
$22K - $24.1K
|
100
$28.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-19- 0.46% |
$4.18K - $4.59K
|
4.1K
$1.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
20+ 0.51% |
$4.41K - $4.83K
|
3.91K
$1.13M
|
|
|
Jan 16, 2025
Q4 2024
|
La Fleur & Godfrey LLC
|
SELL
|
- |
-315- 8.42% |
$69.4K - $76.1K
|
3.43K
$987K
|
|
|
Jan 16, 2025
Q4 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
1.22KNew |
$269K - $295K
|
1.22K
$352K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-112- 9.08% |
$24.7K - $27K
|
1.12K
$323K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-7.45K- 62.21% |
$1.64M - $1.8M
|
4.53K
$1.3M
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$16.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
988New |
$218K - $239K
|
988
$285K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-115- 5.24% |
$25.3K - $27.8K
|
2.08K
$599K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-135- 1.81% |
$29.7K - $32.6K
|
7.34K
$2.12M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-640- 84.77% |
$141K - $155K
|
115
$33.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
100New |
$22K - $24.1K
|
100
$28.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-335- 99.7% |
$73.8K - $80.9K
|
1
$288
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 1.17% |
$9.91K - $10.9K
|
3.91K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2+ 0.15% |
$441 - $483
|
1.35K
$390K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$3.96K - $4.35K
|
18
$5.19K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
62New |
$13.7K - $15K
|
62
$17.9K
|
|
| Q3 2024 | |||||||
|
Oct 27, 2025
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
962New |
$190K - $229K
|
962
$277K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-25- 1.18% |
$4.93K - $5.94K
|
2.09K
$602K
|
|
|
Nov 15, 2024
Q3 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
1.34KNew |
$264K - $318K
|
1.34K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
4.72K+ 59.15% |
$931K - $1.12M
|
12.7K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
736New |
$145K - $175K
|
736
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
PUT |
3.8KNew |
$750K - $903K
|
3.8K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
81.3K+ 14.85% |
$16M - $19.3M
|
629K
$181M
|
|
|
Nov 14, 2024
Q3 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-58- 4.27% |
$11.4K - $13.8K
|
1.3K
$375K
|
|
|
Nov 14, 2024
Q3 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1.77KNew |
$350K - $421K
|
1.77K
$511K
|
|
|
Nov 14, 2024
Q3 2024
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
PUT |
663+ 2.25% |
$131K - $158K
|
30.1K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
18.2K+ 218.74% |
$3.59M - $4.33M
|
26.5K
$7.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.14K- 82.25% |
$224K - $270K
|
245
$70.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
PUT |
-46.2K- 31.95% |
$9.12M - $11M
|
98.4K
$28.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 1.81% |
$19.7K - $23.8K
|
5.43K
$1.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-270- 19.38% |
$53.3K - $64.2K
|
1.12K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Unisphere Establishment
Vaduz, N2 |
BUY
|
- |
700KNew |
$138M - $166M
|
700K
$202M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
SELL
|
- |
-470- 21.56% |
$92.7K - $112K
|
1.71K
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Drw Securities, LLC
Chicago, IL |
BUY
|
PUT |
237KNew |
$46.8M - $56.4M
|
237K
$68.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-136- 4.62% |
$26.8K - $32.3K
|
2.81K
$809K
|
|