Institutional Ownership Technology Sector Spdr (XLK)
This table provides information about the institutional ownership of Technology Sector Spdr (XLK). We have compiled data on the 2,271 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
32,466
shares
|
$7.77 Million
2.89% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
32,300
shares
|
$7.73 Million
3.59% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
32,130
shares
|
$7.69 Million
1.34% of portfolio
|
Q3 2024
Added 1.58%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
31,872
shares
|
$7.63 Million
0.07% of portfolio
|
Q3 2024
Added 103.6%
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,862
shares
|
$7.62 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
Loudon Investment Management, LLC
Meriden, NH |
Nov 04, 2024 Q3 2024 |
31,858
shares
|
$7.62 Million
3.95% of portfolio
|
Q3 2024
Added 0.36%
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
31,839
shares
|
$7.62 Million
0.48% of portfolio
|
Q3 2024
Added 3.69%
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
31,687
shares
|
$7.58 Million
1.15% of portfolio
|
Q3 2024
Added 1.83%
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
31,674
shares
|
$7.58 Million
0.21% of portfolio
|
Q3 2024
Added 11.06%
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
31,587
shares
|
$7.56 Million
1.89% of portfolio
|
Q1 2024
Reduced 28.05%
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
31,520
shares
|
$7.54 Million
3.66% of portfolio
|
Q4 2024
Added 12.02%
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
31,442
shares
|
$7.52 Million
0.73% of portfolio
|
Q3 2024
Added 7.58%
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,123
shares
|
$7.45 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
30,976
shares
|
$7.41 Million
0.28% of portfolio
|
Q3 2024
Added 49.33%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
30,967
shares
|
$7.41 Million
0.46% of portfolio
|
Q3 2024
Added 103.52%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
30,928
shares
|
$7.4 Million
3.01% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
30,914
shares
|
$7.4 Million
1.99% of portfolio
|
Q4 2024
Added 0.35%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
30,902
shares
|
$7.39 Million
1.09% of portfolio
|
Q3 2024
Added 9.8%
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
30,735
shares
|
$7.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 40.03%
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
30,633
shares
|
$7.33 Million
0.08% of portfolio
|
Q3 2024
Added 29.2%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
30,595
shares
|
$7.32 Million
0.19% of portfolio
|
Q3 2024
Reduced 74.39%
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
30,592
shares
|
$7.32 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
30,461
shares
|
$7.29 Million
0.14% of portfolio
|
Q3 2024
Added 0.91%
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
30,445
shares
|
$7.29 Million
0.72% of portfolio
|
Q3 2024
Added 3.93%
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Oct 22, 2024 Q3 2024 |
30,424
shares
|
$7.28 Million
2.99% of portfolio
|
Q3 2024
Reduced 10.27%
|