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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.59K+ 0.25% |
$790K - $866K
|
1.44M
$297M
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
3.57K+ 33.49% |
$786K - $861K
|
14.2K
$2.93M
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.48K+ 6.04% |
$766K - $840K
|
61K
$12.6M
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
3.45KNew |
$760K - $833K
|
3.45K
$712K
|
|
Feb 11, 2025
Q4 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
3.42K+ 242.79% |
$752K - $825K
|
4.82K
$995K
|
|
Feb 12, 2025
Q4 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
3.37K+ 3.16% |
$741K - $813K
|
110K
$22.7M
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3.33K+ 42.91% |
$733K - $804K
|
11.1K
$2.29M
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
3.31KNew |
$730K - $800K
|
3.31K
$684K
|
|
Feb 11, 2025
Q4 2024
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
3.3K+ 13.4% |
$727K - $797K
|
28K
$5.77M
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.28K+ 12.75% |
$722K - $792K
|
29K
$5.99M
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.25KNew |
$715K - $784K
|
3.25K
$670K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
3.22KNew |
$709K - $777K
|
3.22K
$665K
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.19KNew |
$702K - $769K
|
3.19K
$658K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.18K+ 6.01% |
$701K - $769K
|
56.1K
$11.6M
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
3.17KNew |
$698K - $765K
|
3.17K
$654K
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
3.17K+ 10.64% |
$698K - $765K
|
32.9K
$6.8M
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.16KNew |
$697K - $764K
|
3.16K
$653K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.1K+ 18.93% |
$683K - $749K
|
19.5K
$4.02M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.09K+ 14.36% |
$680K - $745K
|
24.6K
$5.07M
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
3.06K+ 4.51% |
$674K - $739K
|
70.9K
$14.6M
|
|
Jan 15, 2025
Q4 2024
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
3.06K+ 1.94% |
$673K - $738K
|
160K
$33.1M
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
3.05K+ 23.31% |
$672K - $737K
|
16.1K
$3.33M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.04KNew |
$670K - $734K
|
3.04K
$627K
|
|
Jan 23, 2025
Q4 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.02K+ 96.0% |
$666K - $730K
|
6.17K
$1.27M
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
3.02K+ 8.21% |
$664K - $728K
|
39.7K
$8.2M
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
BUY
|
- |
3K+ 35.71% |
$661K - $724K
|
11.4K
$2.35M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3K+ 5.87% |
$660K - $724K
|
54K
$11.2M
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.95KNew |
$649K - $711K
|
2.95K
$608K
|
|
Feb 14, 2025
Q4 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
2.92KNew |
$642K - $704K
|
2.92K
$602K
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
2.92K+ 3.83% |
$642K - $704K
|
79K
$16.3M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
2.9KNew |
$639K - $701K
|
2.9K
$599K
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.87K+ 16.27% |
$632K - $693K
|
20.5K
$4.23M
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
2.84KNew |
$626K - $686K
|
2.84K
$586K
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
2.83K+ 7.99% |
$623K - $683K
|
38.2K
$7.89M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
2.74K+ 16.47% |
$602K - $660K
|
19.3K
$3.99M
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2.73K+ 4.74% |
$602K - $660K
|
60.4K
$12.5M
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
2.73K+ 14.52% |
$602K - $660K
|
21.5K
$4.45M
|
|
Feb 14, 2025
Q4 2024
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
2.73K+ 12.44% |
$600K - $658K
|
24.6K
$5.08M
|
|
Mar 14, 2025
Q4 2024
|
Tableaux LLC
Stockbridge, MA |
BUY
|
- |
2.69KNew |
$592K - $649K
|
2.69K
$555K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.68K+ 5.88% |
$591K - $647K
|
48.3K
$9.96M
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
2.68K+ 252.31% |
$590K - $646K
|
3.74K
$771K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.68K+ 5.0% |
$589K - $646K
|
56.2K
$11.6M
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
2.67KNew |
$588K - $645K
|
2.67K
$551K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.65KNew |
$583K - $639K
|
2.65K
$546K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
2.65K+ 8.85% |
$583K - $639K
|
32.5K
$6.72M
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
2.62K+ 49.72% |
$576K - $632K
|
7.88K
$1.63M
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.61K+ 30.21% |
$575K - $630K
|
11.3K
$2.32M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.57K+ 24.74% |
$566K - $621K
|
13K
$2.67M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.57K+ 6.11% |
$565K - $620K
|
44.6K
$9.19M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.55K+ 8.03% |
$561K - $614K
|
34.2K
$7.06M
|