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 |
|---|---|---|---|---|---|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
14,755
shares
|
$3.41 Million
1.24% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
14,748
shares
|
$3.4 Million
0.92% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,743
shares
|
$3.4 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
14,738
shares
|
$3.4 Million
1.19% of portfolio
|
Q2 2022
Reduced 6.31%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
14,725
shares
|
$3.4 Million
0.18% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
14,725
shares
|
$3.4 Million
1.89% of portfolio
|
Q4 2024
Added 5.04%
|
|
|
Crew Capital Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
14,682
shares
|
$3.39 Million
2.7% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
14,646
shares
|
$3.38 Million
2.62% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
14,636
shares
|
$3.38 Million
0.29% of portfolio
|
Q3 2024
Added 16.76%
|
|
|
Elk River Wealth Management, LLC
|
Feb 03, 2025 Q4 2024 |
14,539
shares
|
$3.36 Million
0.63% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
14,519
shares
|
$3.35 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
14,454
shares
|
$3.34 Million
0.06% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,398
shares
|
$3.32 Million
0.25% of portfolio
|
Q4 2024
Added 43.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
14,392
shares
|
$3.32 Million
1.49% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
14,368
shares
|
$3.32 Million
0.72% of portfolio
|
Q4 2024
Added 73.95%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
14,297
shares
|
$3.3 Million
0.89% of portfolio
|
Q4 2024
Added 48.94%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
14,262
shares
|
$3.29 Million
0.3% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
14,253
shares
|
$3.29 Million
0.92% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,185
shares
|
$3.27 Million
0.04% of portfolio
|
Q2 2024
Added 3.26%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
14,130
shares
|
$3.26 Million
1.53% of portfolio
|
Q4 2023
Reduced 5.76%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
14,119
shares
|
$3.26 Million
0.22% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
14,118
shares
|
$3.26 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
14,110
shares
|
$3.26 Million
0.36% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,098
shares
|
$3.25 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
14,060
shares
|
$3.25 Million
0.79% of portfolio
|
Q3 2024
Added 34.61%
|