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 |
|---|---|---|---|---|---|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
23,728
shares
|
$5.68 Million
0.35% of portfolio
|
Q4 2022
Added 559.11%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,660
shares
|
$5.66 Million
1.31% of portfolio
|
Q3 2022
Reduced 20.01%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
23,508
shares
|
$5.63 Million
0.14% of portfolio
|
Q4 2024
Added 107.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,429
shares
|
$5.61 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
23,379
shares
|
$5.59 Million
0.87% of portfolio
|
Q3 2024
Added 7.75%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
23,140
shares
|
$5.54 Million
0.86% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
23,136
shares
|
$5.54 Million
0.4% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
23,088
shares
|
$5.52 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,028
shares
|
$5.51 Million
0.41% of portfolio
|
Q4 2024
Added 116.08%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,012
shares
|
$5.51 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,936
shares
|
$5.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
22,765
shares
|
$5.45 Million
1.79% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
22,742
shares
|
$5.44 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
22,697
shares
|
$5.43 Million
0.34% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
22,685
shares
|
$5.43 Million
4.72% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
22,593
shares
|
$5.41 Million
2.96% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
22,589
shares
|
$5.41 Million
0.33% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
22,582
shares
|
$5.4 Million
3.65% of portfolio
|
Q3 2024
Added 6.59%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
22,560
shares
|
$5.4 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
22,550
shares
|
$5.4 Million
1.8% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
22,505
shares
|
$5.39 Million
3.1% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
22,430
shares
|
$5.37 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
22,423
shares
|
$5.37 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
22,302
shares
|
$5.34 Million
8.2% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
22,215
shares
|
$5.32 Million
0.9% of portfolio
|
Q4 2024
Reduced 6.47%
|