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
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-29.8K- 39.29% |
$6.55M - $7.18M
|
46K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
9.81KNew |
$2.16M - $2.37M
|
9.81K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.69K+ 1.27% |
$2.13M - $2.34M
|
776K
$173M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-238- 2.27% |
$52.4K - $57.5K
|
10.2K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
7K+ 3.32% |
$1.54M - $1.69M
|
218K
$48.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.55K- 2.32% |
$562K - $616K
|
107K
$23.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
47+ 1.71% |
$10.4K - $11.3K
|
2.8K
$623K
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
82.4KNew |
$18.1M - $19.9M
|
82.4K
$18.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-50- 0.89% |
$11K - $12.1K
|
5.56K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-4.15K- 29.49% |
$913K - $1M
|
9.91K
$2.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4- 0.42% |
$881 - $966
|
938
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
12.3K+ 197.44% |
$2.72M - $2.98M
|
18.6K
$4.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.7K- 1.09% |
$374K - $410K
|
154K
$34.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Powers Capital, LLC
San Francisco, CA |
BUY
|
- |
7.2KNew |
$1.58M - $1.74M
|
7.2K
$1.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
304K+ 20.57% |
$67M - $73.4M
|
1.78M
$397M
|
|
|
Feb 12, 2025
Q4 2024
|
Moment Partners, LLC
San Francisco, CA |
BUY
|
- |
190KNew |
$41.9M - $46M
|
190K
$42.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
700New |
$154K - $169K
|
700
$156K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-903- 1.14% |
$199K - $218K
|
78.5K
$17.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
SELL
|
- |
-8.8K- 27.86% |
$1.94M - $2.12M
|
22.8K
$5.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-4.41K- 64.46% |
$972K - $1.06M
|
2.43K
$541K
|
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-27- 1.37% |
$5.95K - $6.52K
|
1.95K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-177- 9.92% |
$39K - $42.7K
|
1.61K
$358K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.9KNew |
$859K - $941K
|
3.9K
$868K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.18K- 5.44% |
$701K - $769K
|
55.3K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.49K- 3.68% |
$329K - $360K
|
39.1K
$8.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-25.1K- 63.04% |
$5.53M - $6.07M
|
14.7K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
13.3K+ 2.23% |
$2.94M - $3.22M
|
612K
$136M
|
|
|
Feb 12, 2025
Q4 2024
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-747- 12.74% |
$165K - $180K
|
5.12K
$1.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-920- 46.37% |
$203K - $222K
|
1.06K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.06KNew |
$233K - $255K
|
1.06K
$235K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.31K- 2.32% |
$288K - $316K
|
55.1K
$12.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
944+ 2.17% |
$208K - $228K
|
44.4K
$9.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
567+ 5.62% |
$125K - $137K
|
10.7K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-420- 0.74% |
$92.5K - $101K
|
56.4K
$12.6M
|
|
|
Feb 12, 2025
Q4 2024
|
American Money Management, LLC
|
BUY
|
- |
770+ 4.2% |
$170K - $186K
|
19.1K
$4.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
1.8K+ 8.71% |
$396K - $434K
|
22.4K
$4.99M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-158- 5.8% |
$34.8K - $38.1K
|
2.57K
$571K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
728+ 8.04% |
$160K - $176K
|
9.78K
$2.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
18.6K+ 5.47% |
$4.1M - $4.5M
|
359K
$79.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
PUT |
87.5K+ 121.53% |
$19.3M - $21.1M
|
160K
$35.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-13.4K- 1.33% |
$2.94M - $3.22M
|
989K
$220M
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-4.05K- 9.94% |
$892K - $978K
|
36.7K
$8.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Hrc Wealth Management, LLC
Moscow, ID |
BUY
|
- |
274+ 10.78% |
$60.4K - $66.2K
|
2.82K
$627K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
68.5KNew |
$15.1M - $16.5M
|
68.5K
$15.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
5.28K+ 28.22% |
$1.16M - $1.27M
|
24K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
311+ 15.08% |
$68.5K - $75.1K
|
2.37K
$528K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
403+ 0.9% |
$88.8K - $97.3K
|
45K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.68K+ 5.88% |
$591K - $647K
|
48.3K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Dorsey Wright & Associates
|
SELL
|
- |
-228- 1.78% |
$50.2K - $55K
|
12.6K
$2.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-8.61K- 80.38% |
$1.9M - $2.08M
|
2.1K
$468K
|