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 2,305 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,960
shares
|
$3.91 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
16,940
shares
|
$3.91 Million
0.27% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
16,871
shares
|
$3.89 Million
0.23% of portfolio
|
Q4 2024
Added 30.94%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
16,725
shares
|
$3.86 Million
2.69% of portfolio
|
Q3 2024
New holding
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
16,692
shares
|
$3.85 Million
0.02% of portfolio
|
Q3 2024
Reduced 94.7%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,685
shares
|
$3.85 Million
0.11% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
16,639
shares
|
$3.84 Million
0.38% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
16,518
shares
|
$3.81 Million
3.25% of portfolio
|
Q3 2024
Added 187.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
16,459
shares
|
$3.8 Million
0.09% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
16,447
shares
|
$3.8 Million
2.56% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,438
shares
|
$3.79 Million
0.09% of portfolio
|
Q4 2023
Added 15.06%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
16,399
shares
|
$3.79 Million
0.19% of portfolio
|
Q4 2024
Added 176.54%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
16,396
shares
|
$3.78 Million
0.06% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
16,378
shares
|
$3.78 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
16,365
shares
|
$3.78 Million
8.66% of portfolio
|
Q4 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
16,364
shares
|
$3.78 Million
0.76% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
16,338
shares
|
$3.77 Million
0.55% of portfolio
|
Q3 2024
Added 24.21%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
16,335
shares
|
$3.77 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
16,320
shares
|
$3.77 Million
0.13% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
16,215
shares
|
$3.74 Million
1.21% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
16,186
shares
|
$3.74 Million
1.61% of portfolio
|
Q4 2024
Reduced 8.61%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
16,160
shares
|
$3.73 Million
0.35% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
16,160
shares
|
$3.73 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
16,145
shares
|
$3.73 Million
0.69% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
16,114
shares
|
$3.72 Million
0.21% of portfolio
|
Q4 2024
Added 1.65%
|