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 |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
11,651
shares
|
$2.71 Million
0.06% of portfolio
|
Q1 2024
Reduced 37.12%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
11,648
shares
|
$2.71 Million
2.1% of portfolio
|
Q4 2024
Added 407.32%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
11,564
shares
|
$2.69 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
11,528
shares
|
$2.68 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
11,498
shares
|
$2.68 Million
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
11,490
shares
|
$2.68 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
11,359
shares
|
$2.64 Million
1.54% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
11,319
shares
|
$2.64 Million
0.86% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
11,240
shares
|
$2.62 Million
0.48% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
11,230
shares
|
$2.61 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
11,219
shares
|
$2.61 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Feb 06, 2025 Q4 2024 |
11,150
shares
|
$2.6 Million
1.41% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
11,139
shares
|
$2.59 Million
0.05% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Vista Finance, LLC
|
Jan 30, 2025 Q4 2024 |
11,134
shares
|
$2.59 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,122
shares
|
$2.59 Million
0.31% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
11,089
shares
|
$2.58 Million
0.76% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
11,052
shares
|
$2.57 Million
1.21% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,017
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
10,987
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
10,911
shares
|
$2.54 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
10,871
shares
|
$2.53 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Wall Street Financial Group, Inc.
Carlinville, IL |
Jan 16, 2025 Q4 2024 |
10,870
shares
|
$2.53 Million
2.47% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
10,844
shares
|
$2.52 Million
0.16% of portfolio
|
Q2 2024
Added 5.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
10,835
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Feb 04, 2025 Q4 2024 |
10,831
shares
|
$2.52 Million
1.23% of portfolio
|
Q4 2024
Added 6.66%
|