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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
1.06K+ 79.18% |
$234K - $256K
|
2.4K
$534K
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
67+ 5.2% |
$14.8K - $16.2K
|
1.36K
$302K
|
|
|
Feb 14, 2025
Q4 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
3+ 0.06% |
$661 - $724
|
5.33K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-85- 6.81% |
$18.7K - $20.5K
|
1.16K
$259K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-413- 6.81% |
$91K - $99.7K
|
5.65K
$1.26M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
20.3KNew |
$4.46M - $4.89M
|
20.3K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Ames National Corp
Ames, IA |
BUY
|
- |
13.7KNew |
$3.03M - $3.32M
|
13.7K
$3.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
1.36KNew |
$300K - $328K
|
1.36K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
28.8KNew |
$6.35M - $6.96M
|
28.8K
$6.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
123+ 7.25% |
$27.1K - $29.7K
|
1.82K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
SELL
|
- |
-6.7K- 36.05% |
$1.48M - $1.62M
|
11.9K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.27K+ 55.27% |
$499K - $547K
|
6.37K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-465K- 46.27% |
$102M - $112M
|
540K
$120M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
22+ 0.02% |
$4.85K - $5.31K
|
138K
$30.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
647+ 7.52% |
$143K - $156K
|
9.26K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.42KNew |
$313K - $344K
|
1.42K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
187+ 12.85% |
$41.2K - $45.1K
|
1.64K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-3.4K- 5.86% |
$748K - $820K
|
54.6K
$12.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-457- 24.28% |
$101K - $110K
|
1.43K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
54.5K+ 51.12% |
$12M - $13.1M
|
161K
$35.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.9K+ 0.61% |
$418K - $459K
|
314K
$69.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.62KNew |
$2.12M - $2.32M
|
9.62K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-74.4K- 79.24% |
$16.4M - $18M
|
19.5K
$4.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.76K- 5.89% |
$387K - $425K
|
28.1K
$6.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
300+ 25.71% |
$66.1K - $72.4K
|
1.47K
$327K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
491+ 0.41% |
$108K - $119K
|
119K
$26.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8K+ 80.98% |
$4.57M - $5.01M
|
46.4K
$10.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-850- 7.35% |
$187K - $205K
|
10.7K
$2.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-317- 2.75% |
$69.8K - $76.5K
|
11.2K
$2.5M
|
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
4.44K+ 62.87% |
$978K - $1.07M
|
11.5K
$2.56M
|
|
|
Feb 13, 2025
Q4 2024
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
550+ 2.44% |
$121K - $133K
|
23.1K
$5.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.38K- 2.13% |
$745K - $817K
|
156K
$34.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-77- 1.19% |
$17K - $18.6K
|
6.39K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
SELL
|
- |
-123- 0.62% |
$27.1K - $29.7K
|
19.6K
$4.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.1K- 28.26% |
$243K - $266K
|
2.8K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-14- 1.01% |
$3.08K - $3.38K
|
1.38K
$306K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-24- 0.34% |
$5.29K - $5.79K
|
7.07K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-141- 7.96% |
$31.1K - $34K
|
1.63K
$363K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
709+ 1.87% |
$156K - $171K
|
38.7K
$8.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 1.93% |
$22K - $24.1K
|
5.08K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-409- 7.22% |
$90.1K - $98.7K
|
5.26K
$1.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
107+ 6.34% |
$23.6K - $25.8K
|
1.8K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
62.8KNew |
$13.8M - $15.2M
|
62.8K
$14M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
PUT |
227K+ 35.95% |
$50M - $54.8M
|
858K
$191M
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-200- 7.06% |
$44.1K - $48.3K
|
2.63K
$586K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-157- 2.29% |
$34.6K - $37.9K
|
6.71K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
397+ 4.07% |
$87.4K - $95.9K
|
10.1K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
5.21K+ 3.23% |
$1.15M - $1.26M
|
166K
$37M
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
15.4K+ 7.5% |
$3.38M - $3.71M
|
220K
$49M
|
|
|
Feb 13, 2025
Q4 2024
|
Mcia Inc
|
SELL
|
- |
-20- 2.24% |
$4.41K - $4.83K
|
871
$194K
|