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 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
44.9KNew |
$9.88M - $10.8M
|
44.9K
$9.26M
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
43.4KNew |
$9.55M - $10.5M
|
43.4K
$8.95M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
43.2K+ 20.49% |
$9.53M - $10.4M
|
254K
$52.5M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
42.3K+ 1.49% |
$9.32M - $10.2M
|
2.89M
$596M
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
40K+ 22.9% |
$8.81M - $9.66M
|
215K
$44.3M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
38.3KNew |
$8.43M - $9.24M
|
38.3K
$7.9M
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
38.2K+ 181.32% |
$8.41M - $9.22M
|
59.2K
$12.2M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
38.1K+ 287.78% |
$8.4M - $9.2M
|
51.4K
$10.6M
|
|
Jan 22, 2025
Q4 2024
|
Astor Investment Management LLC
|
BUY
|
- |
37.2KNew |
$8.2M - $8.99M
|
37.2K
$7.68M
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
36.6K+ 17.26% |
$8.06M - $8.83M
|
248K
$51.3M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
35.6K+ 20.35% |
$7.83M - $8.59M
|
210K
$43.4M
|
|
Jan 28, 2025
Q4 2024
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
BUY
|
- |
35.1KNew |
$7.74M - $8.48M
|
35.1K
$7.25M
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
34KNew |
$7.49M - $8.21M
|
34K
$7.02M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
33K+ 48.68% |
$7.27M - $7.97M
|
101K
$20.8M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
32.9K+ 13.65% |
$7.24M - $7.94M
|
274K
$56.5M
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
32K+ 92.78% |
$7.04M - $7.72M
|
66.5K
$13.7M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
31.9K+ 27.25% |
$7.03M - $7.7M
|
149K
$30.7M
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
31.1KNew |
$6.85M - $7.5M
|
31.1K
$6.41M
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
30.6KNew |
$6.74M - $7.39M
|
30.6K
$6.32M
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 5.68% |
$6.58M - $7.22M
|
557K
$115M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
29.7KNew |
$6.54M - $7.17M
|
29.7K
$6.13M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
29.3KNew |
$6.45M - $7.07M
|
29.3K
$6.04M
|
|
Feb 13, 2025
Q4 2024
|
Cullen Capital Management, LLC
New York, NY |
BUY
|
- |
28.8KNew |
$6.35M - $6.96M
|
28.8K
$5.95M
|
|
Feb 13, 2025
Q4 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
28.4K+ 3.17% |
$6.25M - $6.85M
|
924K
$191M
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
28.1K+ 41.34% |
$6.18M - $6.77M
|
95.9K
$19.8M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
28K+ 1.88% |
$6.16M - $6.75M
|
1.52M
$313M
|
|
Feb 05, 2025
Q4 2024
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
BUY
|
- |
27.4KNew |
$6.04M - $6.62M
|
27.4K
$5.66M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.7K+ 9.24% |
$5.88M - $6.44M
|
315K
$65.1M
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
25.4KNew |
$5.6M - $6.14M
|
25.4K
$5.25M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
24.5KNew |
$5.4M - $5.92M
|
24.5K
$5.06M
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
24.5K+ 43.84% |
$5.4M - $5.91M
|
80.4K
$16.6M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
24.3K+ 444.64% |
$5.35M - $5.86M
|
29.7K
$6.14M
|
|
Feb 14, 2025
Q4 2024
|
Credit Agricole S A
|
BUY
|
- |
24.2K+ 145.0% |
$5.33M - $5.84M
|
40.9K
$8.44M
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
24.2K+ 21.4% |
$5.32M - $5.84M
|
137K
$28.3M
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
23.7K+ 31.69% |
$5.23M - $5.73M
|
98.6K
$20.4M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
23.6K+ 18.79% |
$5.19M - $5.69M
|
149K
$30.8M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
23.1K+ 28.62% |
$5.09M - $5.58M
|
104K
$21.4M
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
23.1K+ 167.67% |
$5.08M - $5.57M
|
36.8K
$7.59M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.5K+ 2.32% |
$4.73M - $5.18M
|
945K
$195M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
21.1K+ 18.49% |
$4.65M - $5.1M
|
135K
$27.9M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
20.8K+ 80.98% |
$4.57M - $5.01M
|
46.4K
$9.57M
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
20.4K+ 46.72% |
$4.5M - $4.93M
|
64.1K
$13.2M
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
20.3KNew |
$4.46M - $4.89M
|
20.3K
$4.18M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.1KNew |
$4.42M - $4.84M
|
20.1K
$4.14M
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
19.9K+ 60.43% |
$4.38M - $4.8M
|
52.8K
$10.9M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
19.6K+ 23.98% |
$4.32M - $4.74M
|
101K
$20.9M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
19.6KNew |
$4.31M - $4.72M
|
19.6K
$4.03M
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
19.3KNew |
$4.26M - $4.67M
|
19.3K
$3.99M
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
18.6K+ 5.47% |
$4.1M - $4.5M
|
359K
$74M
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
18.5KNew |
$4.07M - $4.46M
|
18.5K
$3.81M
|