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 2,397 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 $42.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
4,312
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
4,300
shares
|
$1.01 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
4,282
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Xcel Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,271
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 1.14%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
4,266
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
4,255
shares
|
$999,371
0.06% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
4,250
shares
|
$998,197
0.09% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,235
shares
|
$994,674
0.63% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,223
shares
|
$991,856
0.12% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,200
shares
|
$986,454
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$986,454
0.39% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
4,199
shares
|
$986,219
0.17% of portfolio
|
Q4 2024
Reduced 41.63%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
4,195
shares
|
$985,279
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,195
shares
|
$985,279
0.3% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,173
shares
|
$980,112
0.76% of portfolio
|
Q3 2022
Reduced 6.73%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
4,116
shares
|
$966,724
0.35% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,116
shares
|
$966,724
0.64% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
4,109
shares
|
$965,080
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,103
shares
|
$963,671
0.85% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
4,102
shares
|
$963,436
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
4,082
shares
|
$958,739
0.05% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Geometric Wealth Advisors
|
Feb 07, 2025 Q4 2024 |
4,078
shares
|
$957,799
0.18% of portfolio
|
Q2 2024
Added 316.55%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
4,076
shares
|
$957,330
0.18% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
4,064
shares
|
$954,511
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,058
shares
|
$953,102
0.3% of portfolio
|
Q4 2024
Added 28.78%
|