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 13, 2025
Q4 2024
|
F
|
BUY
|
- |
141+ 3.34% |
$31.1K - $34K
|
4.37K
$972K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
53+ 4.26% |
$11.7K - $12.8K
|
1.3K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
367+ 2.34% |
$80.8K - $88.6K
|
16K
$3.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.22% |
$1.76K - $1.93K
|
3.59K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-170- 9.88% |
$37.4K - $41K
|
1.55K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-479- 19.34% |
$106K - $116K
|
2K
$445K
|
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
720+ 10.66% |
$159K - $174K
|
7.48K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
764+ 11.61% |
$168K - $184K
|
7.34K
$1.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 28.73% |
$11.5K - $12.6K
|
233
$51.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-455- 2.5% |
$100K - $110K
|
17.7K
$3.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-65- 0.77% |
$14.3K - $15.7K
|
8.42K
$1.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
3K+ 35.71% |
$661K - $724K
|
11.4K
$2.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
1.34KNew |
$296K - $324K
|
1.34K
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Kdk Private Wealth Management, LLC
Houston, TX |
BUY
|
- |
6.25KNew |
$1.38M - $1.51M
|
6.25K
$1.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
184+ 0.58% |
$40.5K - $44.4K
|
32K
$7.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Youngs Advisory Group, Inc.
|
BUY
|
- |
461+ 0.48% |
$102K - $111K
|
97.5K
$21.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Elm Partners Management LLC
|
BUY
|
- |
5.06K+ 73.88% |
$1.11M - $1.22M
|
11.9K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-451K- 50.7% |
$99.3M - $109M
|
439K
$97.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-1.02M- 98.7% |
$225M - $247M
|
13.5K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-54- 1.59% |
$11.9K - $13K
|
3.34K
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-282- 4.36% |
$62.1K - $68.1K
|
6.19K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
2.21K+ 16.82% |
$487K - $534K
|
15.4K
$3.42M
|
|
|
Feb 13, 2025
Q4 2024
|
Menora Mivtachim Holdings Ltd.
|
SELL
|
- |
-1.5K- 35.34% |
$330K - $362K
|
2.75K
$611K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-468- 2.16% |
$103K - $113K
|
21.2K
$4.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-6- 0.52% |
$1.32K - $1.45K
|
1.16K
$257K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.63K+ 21.48% |
$1.68M - $1.84M
|
43.2K
$9.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
950New |
$209K - $229K
|
950
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
469+ 1.87% |
$103K - $113K
|
25.5K
$5.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-6.02K- 9.23% |
$1.33M - $1.45M
|
59.2K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
438+ 21.45% |
$96.5K - $106K
|
2.48K
$552K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.29K+ 7.6% |
$285K - $312K
|
18.3K
$4.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.2K+ 53.01% |
$2.68M - $2.94M
|
35.1K
$7.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 42.91% |
$733K - $804K
|
11.1K
$2.47M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-154- 0.4% |
$33.9K - $37.2K
|
38.5K
$8.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.6K+ 1.26% |
$2.33M - $2.55M
|
848K
$189M
|
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
799+ 7.62% |
$176K - $193K
|
11.3K
$2.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
17.4KNew |
$3.82M - $4.19M
|
17.4K
$3.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-29- 2.36% |
$6.39K - $7K
|
1.2K
$267K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
181+ 5.78% |
$39.9K - $43.7K
|
3.31K
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
164+ 14.08% |
$36.1K - $39.6K
|
1.33K
$296K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 1.95% |
$9.69K - $10.6K
|
2.3K
$512K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.92K+ 27.49% |
$2.19M - $2.4M
|
46K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
604New |
$133K - $146K
|
604
$134K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.37KNew |
$1.18M - $1.3M
|
5.37K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.02KNew |
$224K - $245K
|
1.02K
$226K
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
158+ 2.79% |
$34.8K - $38.1K
|
5.81K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Broyhill Asset Management
Charlotte, NC |
BUY
|
- |
4.3KNew |
$947K - $1.04M
|
4.3K
$957K
|
|
|
Feb 13, 2025
Q4 2024
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-726- 3.67% |
$160K - $175K
|
19K
$4.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
37+ 0.82% |
$8.15K - $8.93K
|
4.53K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
1.79K+ 86.88% |
$394K - $432K
|
3.85K
$856K
|