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 |
|---|---|---|---|---|---|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
5,786
shares
|
$1.4 Million
0.57% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,784
shares
|
$1.4 Million
0.01% of portfolio
|
Q2 2022
Added 0.69%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
5,779
shares
|
$1.4 Million
0.43% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
5,772
shares
|
$1.4 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
5,754
shares
|
$1.39 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
5,727
shares
|
$1.39 Million
1.26% of portfolio
|
Q4 2024
Added 409.07%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,726
shares
|
$1.39 Million
0.29% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,717
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Kaizen Financial Strategies
|
Feb 14, 2025 Q4 2024 |
5,694
shares
|
$1.38 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
5,693
shares
|
$1.38 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
5,689
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
5,687
shares
|
$1.38 Million
0.09% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
5,653
shares
|
$1.37 Million
0.22% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
5,641
shares
|
$1.37 Million
0.11% of portfolio
|
Q4 2024
Added 24.47%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
5,630
shares
|
$1.36 Million
0.33% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Lebenthal Global Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,614
shares
|
$1.36 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
5,613
shares
|
$1.36 Million
0.16% of portfolio
|
Q4 2024
Added 11.59%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
5,602
shares
|
$1.36 Million
0.31% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
5,593
shares
|
$1.35 Million
0.91% of portfolio
|
Q4 2024
Reduced 38.93%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
5,589
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
5,561
shares
|
$1.35 Million
0.49% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
5,541
shares
|
$1.34 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,534
shares
|
$1.34 Million
0.05% of portfolio
|
Q2 2022
Reduced 16.38%
|
|
|
Finward Bancorp
Munster, IN |
Feb 13, 2025 Q4 2024 |
5,520
shares
|
$1.34 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
5,508
shares
|
$1.33 Million
0.19% of portfolio
|
Q1 2024
Added 37.94%
|