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 |
|---|---|---|---|---|---|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
3,894
shares
|
$914,583
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Investment Advisors LLC
|
Feb 14, 2025 Q4 2024 |
3,889
shares
|
$913,409
0.13% of portfolio
|
Q2 2024
Added 45.98%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,888
shares
|
$913,174
0.07% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
3,886
shares
|
$912,704
0.1% of portfolio
|
Q3 2024
Added 193.28%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,880
shares
|
$911,295
0.25% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Clare Market Investments LLC
Dallas, TX |
Feb 07, 2025 Q4 2024 |
3,879
shares
|
$911,060
0.21% of portfolio
|
Q3 2024
Added 1.92%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
3,872
shares
|
$909,416
0.4% of portfolio
|
Q4 2024
Reduced 28.68%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,869
shares
|
$908,712
0.63% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,866
shares
|
$908,007
0.14% of portfolio
|
Q2 2022
Reduced 20.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
3,866
shares
|
$908,007
0.54% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,862
shares
|
$907,067
0.74% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,861
shares
|
$906,833
0.14% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
3,855
shares
|
$905,423
0.1% of portfolio
|
Q4 2024
Reduced 17.1%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
3,854
shares
|
$905,188
0.45% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,848
shares
|
$903,779
0.08% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Capital Square, LLC
|
Feb 13, 2025 Q4 2024 |
3,846
shares
|
$903,310
0.53% of portfolio
|
Q4 2024
Added 86.88%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
3,846
shares
|
$903,310
0.17% of portfolio
|
Q4 2024
Added 12.32%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,842
shares
|
$902,370
0.45% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
3,840
shares
|
$901,900
0.23% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,828
shares
|
$899,082
0.13% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Elco Management Co., LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
3,818
shares
|
$896,733
0.48% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Next Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
3,814
shares
|
$895,794
0.36% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
3,809
shares
|
$894,619
0.11% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
3,805
shares
|
$893,680
0.8% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
3,793
shares
|
$890,861
0.41% of portfolio
|
Q4 2024
Reduced 1.1%
|