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 2,394 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
7,012
shares
|
$1.7 Million
0.63% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Capital Performance Advisors LLP
|
Jan 31, 2025 Q4 2024 |
7,007
shares
|
$1.7 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,991
shares
|
$1.69 Million
0.55% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,975
shares
|
$1.69 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
6,972
shares
|
$1.69 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
6,970
shares
|
$1.69 Million
0.16% of portfolio
|
Q4 2024
Reduced 82.35%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
6,963
shares
|
$1.69 Million
0.2% of portfolio
|
Q4 2024
Added 64.8%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
6,951
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 27.26%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
6,950
shares
|
$1.68 Million
0.39% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,935
shares
|
$1.68 Million
0.35% of portfolio
|
Q1 2024
Added 504.09%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,919
shares
|
$1.68 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,915
shares
|
$1.67 Million
0.35% of portfolio
|
Q3 2023
New holding
|
|
|
Brainard Capital Management LLC
Austin, TX |
May 09, 2023 Q1 2023 |
6,871
shares
|
$1.66 Million
0.79% of portfolio
|
Q1 2023
Added 0.2%
|
|
|
Cabana LLC
Fayetteville, AR |
Jan 24, 2025 Q4 2024 |
6,870
shares
|
$1.66 Million
7.92% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
6,868
shares
|
$1.66 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,859
shares
|
$1.66 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Menard Financial Group LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
6,830
shares
|
$1.65 Million
1.06% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
6,813
shares
|
$1.65 Million
0.3% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
6,791
shares
|
$1.64 Million
0.44% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
6,766
shares
|
$1.64 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
6,762
shares
|
$1.64 Million
0.22% of portfolio
|
Q3 2023
Reduced 5.17%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
6,757
shares
|
$1.64 Million
0.09% of portfolio
|
Q1 2024
Reduced 19.66%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
6,713
shares
|
$1.63 Million
0.03% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
6,707
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
6,671
shares
|
$1.62 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.8%
|