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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
78+ 5.18% |
$17.2K - $18.8K
|
1.58K
$339K
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
76+ 4.77% |
$16.7K - $18.3K
|
1.67K
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
76+ 3.99% |
$16.7K - $18.3K
|
1.98K
$424K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
74+ 0.33% |
$16.3K - $17.9K
|
22.2K
$4.75M
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
72+ 66.67% |
$15.9K - $17.4K
|
180
$38.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
71New |
$15.6K - $17.1K
|
71
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
70+ 2.87% |
$15.4K - $16.9K
|
2.51K
$536K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
70+ 4.67% |
$15.4K - $16.9K
|
1.57K
$336K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
70+ 0.04% |
$15.4K - $16.9K
|
168K
$36M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
68+ 0.76% |
$15K - $16.4K
|
8.99K
$1.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
67+ 5.2% |
$14.8K - $16.2K
|
1.36K
$290K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
BUY
|
- |
67+ 0.2% |
$14.8K - $16.2K
|
34.3K
$7.33M
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
65+ 7.3% |
$14.3K - $15.7K
|
956
$205K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
62New |
$13.7K - $15K
|
62
$13.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
62+ 2.56% |
$13.7K - $15K
|
2.49K
$532K
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
62+ 0.4% |
$13.7K - $15K
|
15.4K
$3.3M
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
62New |
$13.7K - $15K
|
62
$13.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
61+ 0.93% |
$13.4K - $14.7K
|
6.63K
$1.42M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
60+ 4.92% |
$13.2K - $14.5K
|
1.28K
$274K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
60+ 3.37% |
$13.2K - $14.5K
|
1.84K
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
57New |
$12.6K - $13.8K
|
57
$12.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
56+ 0.66% |
$12.3K - $13.5K
|
8.53K
$1.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
56+ 4.79% |
$12.3K - $13.5K
|
1.23K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
56New |
$12.3K - $13.5K
|
56
$12K
|
|
|
Feb 04, 2025
Q4 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
55+ 2.44% |
$12.1K - $13.3K
|
2.31K
$494K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
54+ 5.08% |
$11.9K - $13K
|
1.12K
$239K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
54+ 0.9% |
$11.9K - $13K
|
6.02K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
53+ 4.26% |
$11.7K - $12.8K
|
1.3K
$278K
|
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
BUY
|
- |
53+ 0.08% |
$11.7K - $12.8K
|
63.8K
$13.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
52+ 28.73% |
$11.5K - $12.6K
|
233
$49.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Vivid Wealth Management, LLC
West Des Moines, IA |
BUY
|
- |
52+ 0.28% |
$11.5K - $12.6K
|
18.7K
$4.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
51+ 2.18% |
$11.2K - $12.3K
|
2.39K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
BUY
|
- |
50+ 1.66% |
$11K - $12.1K
|
3.07K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
50+ 3.84% |
$11K - $12.1K
|
1.35K
$289K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
49+ 3.7% |
$10.8K - $11.8K
|
1.38K
$294K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
49+ 0.32% |
$10.8K - $11.8K
|
15.2K
$3.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
49+ 4.6% |
$10.8K - $11.8K
|
1.11K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
48+ 1.14% |
$10.6K - $11.6K
|
4.27K
$914K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
47+ 1.71% |
$10.4K - $11.3K
|
2.8K
$599K
|
|
|
Feb 10, 2025
Q4 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
47+ 4.36% |
$10.4K - $11.3K
|
1.13K
$241K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
47New |
$10.4K - $11.3K
|
47
$10.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
46+ 2.86% |
$10.1K - $11.1K
|
1.66K
$355K
|
|
|
Jan 22, 2025
Q4 2024
|
Falcon Wealth Planning
|
BUY
|
- |
45+ 2.81% |
$9.91K - $10.9K
|
1.64K
$352K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
45+ 1.17% |
$9.91K - $10.9K
|
3.91K
$836K
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
44+ 1.95% |
$9.69K - $10.6K
|
2.3K
$492K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
44+ 1.55% |
$9.69K - $10.6K
|
2.89K
$618K
|
|
|
Feb 12, 2025
Q4 2024
|
Centric Wealth Management
|
BUY
|
- |
43+ 3.0% |
$9.47K - $10.4K
|
1.48K
$316K
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
43+ 1.48% |
$9.47K - $10.4K
|
2.96K
$633K
|
|
|
Feb 10, 2025
Q4 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
42+ 2.33% |
$9.25K - $10.1K
|
1.84K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
41+ 3.14% |
$9.03K - $9.9K
|
1.35K
$288K
|