Latest Institutional Purchases of Technology Sector Spdr (XLK)
This list provides information on the latest institutional transactions involving Technology Sector Spdr (XLK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
18New |
$3.96K - $4.35K
|
18
$4.19K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
17+ 1.06% |
$3.74K - $4.1K
|
1.62K
$376K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
17+ 0.29% |
$3.74K - $4.1K
|
5.79K
$1.35M
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
16+ 4.42% |
$3.52K - $3.86K
|
378
$88K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
16+ 0.41% |
$3.52K - $3.86K
|
3.91K
$910K
|
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
15+ 0.11% |
$3.3K - $3.62K
|
14K
$3.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
15+ 0.24% |
$3.3K - $3.62K
|
6.23K
$1.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
14+ 0.07% |
$3.08K - $3.38K
|
19K
$4.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
14+ 0.59% |
$3.08K - $3.38K
|
2.39K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
13+ 0.38% |
$2.86K - $3.14K
|
3.45K
$803K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
13New |
$2.86K - $3.14K
|
13
$3.03K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13New |
$2.86K - $3.14K
|
13
$3.03K
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
13+ 0.17% |
$2.86K - $3.14K
|
7.84K
$1.82M
|
|
|
Jan 17, 2025
Q4 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12+ 0.37% |
$2.64K - $2.9K
|
3.27K
$762K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.2% |
$2.42K - $2.66K
|
5.46K
$1.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
11+ 0.16% |
$2.42K - $2.66K
|
7.01K
$1.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.14% |
$2.2K - $2.41K
|
7.34K
$1.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
9+ 0.09% |
$1.98K - $2.17K
|
10K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Sather Financial Group Inc
|
BUY
|
- |
8+ 0.22% |
$1.76K - $1.93K
|
3.72K
$866K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
7+ 0.65% |
$1.54K - $1.69K
|
1.09K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
7+ 0.09% |
$1.54K - $1.69K
|
7.9K
$1.84M
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
6+ 0.15% |
$1.32K - $1.45K
|
4.04K
$941K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
6+ 0.56% |
$1.32K - $1.45K
|
1.08K
$252K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
5+ 0.11% |
$1.1K - $1.21K
|
4.61K
$1.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
5+ 0.14% |
$1.1K - $1.21K
|
3.52K
$818K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
5+ 0.1% |
$1.1K - $1.21K
|
5.19K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5+ 250.0% |
$1.1K - $1.21K
|
7
$1.63K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5+ 0.13% |
$1.1K - $1.21K
|
3.75K
$873K
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
4+ 0.05% |
$881 - $966
|
7.44K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
4+ 0.17% |
$881 - $966
|
2.29K
$533K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
4+ 9.76% |
$881 - $966
|
45
$10.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3+ 0.1% |
$661 - $724
|
3.07K
$714K
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
3+ 0.33% |
$661 - $724
|
924
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
3New |
$661 - $724
|
3
$698
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.07% |
$661 - $724
|
4.62K
$1.08M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
3+ 0.1% |
$661 - $724
|
2.9K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
3+ 0.26% |
$661 - $724
|
1.15K
$267K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.08% |
$661 - $724
|
3.61K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.02% |
$441 - $483
|
8.86K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
2+ 0.08% |
$441 - $483
|
2.5K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
2+ 9.09% |
$441 - $483
|
24
$5.59K
|
|
|
Jan 30, 2025
Q4 2024
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
BUY
|
- |
2+ 0.22% |
$441 - $483
|
893
$208K
|
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2+ 0.08% |
$441 - $483
|
2.49K
$579K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.07% |
$441 - $483
|
3.07K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
2+ 0.08% |
$441 - $483
|
2.53K
$589K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2+ 0.02% |
$441 - $483
|
8.52K
$1.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2+ 0.14% |
$441 - $483
|
1.42K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.19% |
$441 - $483
|
1.08K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
2+ 0.06% |
$441 - $483
|
3.39K
$790K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
2+ 0.08% |
$441 - $483
|
2.52K
$587K
|