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 |
|---|---|---|---|---|---|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
30,200
shares
|
$7.23 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
30,007
shares
|
$7.18 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,949
shares
|
$7.17 Million
2.49% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Papp L Roy & Associates
|
Oct 24, 2024 Q3 2024 |
29,947
shares
|
$7.17 Million
0.82% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
29,893
shares
|
$7.15 Million
0.35% of portfolio
|
Q3 2024
Reduced 11.52%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
29,889
shares
|
$7.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
29,773
shares
|
$7.12 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.63%
|
|
|
United Bank
|
Nov 01, 2024 Q3 2024 |
29,760
shares
|
$7.12 Million
3.12% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
29,735
shares
|
$7.12 Million
0.78% of portfolio
|
Q4 2022
Reduced 15.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
29,735
shares
|
$7.12 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,700
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.35%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
29,690
shares
|
$7.1 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
29,666
shares
|
$7.1 Million
0.26% of portfolio
|
Q3 2024
Added 179.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
29,588
shares
|
$7.08 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
29,386
shares
|
$7.03 Million
0.04% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
29,061
shares
|
$6.95 Million
2.21% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
29,002
shares
|
$6.94 Million
0.06% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28,948
shares
|
$6.93 Million
0.25% of portfolio
|
Q3 2024
Added 1202.2%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
28,945
shares
|
$6.93 Million
0.6% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
28,848
shares
|
$6.9 Million
2.99% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
28,748
shares
|
$6.88 Million
2.04% of portfolio
|
Q3 2024
Reduced 78.68%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
28,746
shares
|
$6.88 Million
1.44% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,449
shares
|
$6.81 Million
1.54% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,401
shares
|
$6.8 Million
2.95% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28,287
shares
|
$6.77 Million
0.29% of portfolio
|
Q4 2022
Reduced 3.24%
|