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 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
304+ 10.87% |
$67K - $73.4K
|
3.1K
$716K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
302+ 29.58% |
$66.5K - $72.9K
|
1.32K
$305K
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
294+ 0.47% |
$64.8K - $71K
|
63.4K
$14.6M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
287+ 1.51% |
$63.2K - $69.3K
|
19.2K
$4.44M
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
BUY
|
- |
280+ 0.93% |
$61.7K - $67.6K
|
30.2K
$6.98M
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
265+ 12.98% |
$58.4K - $64K
|
2.31K
$532K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
261+ 1.65% |
$57.5K - $63K
|
16.1K
$3.72M
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
257+ 17.13% |
$56.6K - $62.1K
|
1.76K
$406K
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
BUY
|
- |
256New |
$56.4K - $61.8K
|
256
$59.1K
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
252+ 7.98% |
$55.5K - $60.8K
|
3.41K
$787K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
251New |
$55.3K - $60.6K
|
251
$57.9K
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
247+ 25.84% |
$54.4K - $59.6K
|
1.2K
$278K
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
246+ 1.34% |
$54.2K - $59.4K
|
18.5K
$4.28M
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
246+ 4.94% |
$54.2K - $59.4K
|
5.23K
$1.21M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
245+ 10.51% |
$54K - $59.2K
|
2.58K
$595K
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
244New |
$53.7K - $58.9K
|
244
$56.3K
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 20.25% |
$53.3K - $58.4K
|
1.44K
$332K
|
|
Jan 31, 2025
Q4 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
241+ 16.94% |
$53.1K - $58.2K
|
1.66K
$384K
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
240+ 0.58% |
$52.9K - $57.9K
|
41.6K
$9.6M
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
240+ 0.85% |
$52.9K - $57.9K
|
28.4K
$6.57M
|
|
Jan 23, 2025
Q4 2024
|
Trinity Wealth Management, LLC
|
BUY
|
- |
232+ 0.55% |
$51.1K - $56K
|
42.3K
$9.77M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
221+ 13.62% |
$48.7K - $53.4K
|
1.84K
$426K
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
220+ 0.21% |
$48.5K - $53.1K
|
107K
$24.7M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
214+ 1.33% |
$47.1K - $51.7K
|
16.3K
$3.77M
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
208+ 0.97% |
$45.8K - $50.2K
|
21.7K
$5.02M
|
|
Jan 22, 2025
Q4 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
208+ 5.11% |
$45.8K - $50.2K
|
4.28K
$988K
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
200+ 8.68% |
$44.1K - $48.3K
|
2.5K
$578K
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
200+ 1.73% |
$44.1K - $48.3K
|
11.7K
$2.71M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 56.5% |
$44.1K - $48.3K
|
554
$128K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
199+ 1.19% |
$43.8K - $48K
|
16.9K
$3.91M
|
|
Jan 24, 2025
Q4 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
196+ 2.94% |
$43.2K - $47.3K
|
6.87K
$1.59M
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
192New |
$42.3K - $46.4K
|
192
$44.3K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
187+ 3.84% |
$41.2K - $45.1K
|
5.05K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
183+ 3.16% |
$40.3K - $44.2K
|
5.98K
$1.38M
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
183+ 5.88% |
$40.3K - $44.2K
|
3.3K
$761K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
179+ 10.16% |
$39.4K - $43.2K
|
1.94K
$448K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
177+ 1.51% |
$39K - $42.7K
|
11.9K
$2.74M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
165+ 3.49% |
$36.3K - $39.8K
|
4.89K
$1.13M
|
|
Jan 28, 2025
Q4 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
161+ 1.35% |
$35.5K - $38.9K
|
12.1K
$2.79M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
159+ 0.76% |
$35K - $38.4K
|
21K
$4.85M
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
152+ 7.52% |
$33.5K - $36.7K
|
2.17K
$502K
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
152+ 2.35% |
$33.5K - $36.7K
|
6.62K
$1.53M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
150+ 7.48% |
$33K - $36.2K
|
2.16K
$497K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
148+ 1.89% |
$32.6K - $35.7K
|
7.96K
$1.84M
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
146+ 6.01% |
$32.2K - $35.3K
|
2.57K
$594K
|
|
Jan 15, 2025
Q4 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
146+ 4.52% |
$32.2K - $35.3K
|
3.38K
$780K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
146+ 1.11% |
$32.2K - $35.3K
|
13.3K
$3.06M
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
145+ 9.26% |
$31.9K - $35K
|
1.71K
$395K
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
143+ 1.04% |
$31.5K - $34.5K
|
13.8K
$3.2M
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
BUY
|
- |
138+ 14.89% |
$30.4K - $33.3K
|
1.07K
$246K
|