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 2,335 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $41.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
12,186
shares
|
$2.84 Million
0.4% of portfolio
|
Q4 2022
Reduced 4.39%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
12,170
shares
|
$2.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 97.26%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
12,163
shares
|
$2.83 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Solutions 4 Wealth, LTD
Southlake, TX |
Jan 28, 2025 Q4 2024 |
12,083
shares
|
$2.81 Million
5.09% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Feb 07, 2025 Q4 2024 |
12,080
shares
|
$2.81 Million
0.11% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
12,066
shares
|
$2.81 Million
0.55% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
12,065
shares
|
$2.81 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
12,052
shares
|
$2.81 Million
0.18% of portfolio
|
Q3 2024
Reduced 76.51%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
12,034
shares
|
$2.8 Million
0.16% of portfolio
|
Q3 2024
Added 26.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
12,011
shares
|
$2.8 Million
0.09% of portfolio
|
Q3 2024
Reduced 35.18%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
12,005
shares
|
$2.8 Million
1.33% of portfolio
|
Q1 2024
Added 217.01%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
11,995
shares
|
$2.79 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
11,953
shares
|
$2.78 Million
0.97% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
11,929
shares
|
$2.78 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,902
shares
|
$2.77 Million
0.67% of portfolio
|
Q3 2024
Added 1222.44%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Feb 04, 2025 Q4 2024 |
11,894
shares
|
$2.77 Million
1.66% of portfolio
|
Q4 2024
Reduced 8.63%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,882
shares
|
$2.77 Million
0.05% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,857
shares
|
$2.76 Million
0.08% of portfolio
|
Q3 2023
Added 57.38%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
11,790
shares
|
$2.74 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
11,782
shares
|
$2.74 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
11,749
shares
|
$2.74 Million
1.76% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
11,735
shares
|
$2.73 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,711
shares
|
$2.73 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Feb 04, 2025 Q4 2024 |
11,705
shares
|
$2.73 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,655
shares
|
$2.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.21%
|