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 2,396 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 $43.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
5,246
shares
|
$1.27 Million
0.26% of portfolio
|
Q4 2024
Reduced 62.15%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,237
shares
|
$1.26 Million
0.03% of portfolio
|
Q4 2024
Added 11.97%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,235
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Added 53.93%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,227
shares
|
$1.26 Million
0.39% of portfolio
|
Q4 2024
Added 4.94%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
5,225
shares
|
$1.26 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,220
shares
|
$1.26 Million
0.39% of portfolio
|
Q1 2024
Added 36.11%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,193
shares
|
$1.25 Million
0.16% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
5,176
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,173
shares
|
$1.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
5,150
shares
|
$1.24 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
5,130
shares
|
$1.24 Million
0.0% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,123
shares
|
$1.24 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
5,122
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Esg Planning
Santa Clara, CA |
Feb 12, 2025 Q4 2024 |
5,118
shares
|
$1.24 Million
0.89% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,079
shares
|
$1.23 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,068
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2022
Added 32.01%
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
5,066
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
5,066
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
5,054
shares
|
$1.22 Million
0.06% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
5,050
shares
|
$1.22 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
5,048
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
5,043
shares
|
$1.22 Million
0.28% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,042
shares
|
$1.22 Million
0.07% of portfolio
|
Q4 2024
Added 9.78%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
5,014
shares
|
$1.21 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
4,997
shares
|
$1.21 Million
0.29% of portfolio
|
Q4 2024
Added 0.42%
|