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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,791
shares
|
$890,392
0.31% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,772
shares
|
$885,929
0.44% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,772
shares
|
$885,929
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
3,771
shares
|
$885,694
0.1% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,765
shares
|
$884,285
0.03% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,749
shares
|
$880,527
0.57% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,738
shares
|
$877,944
0.17% of portfolio
|
Q4 2024
Added 252.31%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,734
shares
|
$877,004
0.03% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,734
shares
|
$877,004
0.07% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
3,720
shares
|
$873,716
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
3,703
shares
|
$869,723
0.12% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,687
shares
|
$865,965
0.33% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Quantessence Capital LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
3,682
shares
|
$864,791
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,680
shares
|
$864,321
0.07% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,667
shares
|
$861,268
0.28% of portfolio
|
Q4 2024
Added 3.79%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
3,650
shares
|
$857,275
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,632
shares
|
$853,047
0.07% of portfolio
|
Q4 2024
Added 38.36%
|
|
|
Investmark Advisory Group LLC
|
Feb 18, 2025 Q4 2024 |
3,606
shares
|
$846,941
0.42% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
3,605
shares
|
$846,706
0.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
3,593
shares
|
$843,887
0.17% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Dearborn Partners LLC
|
Feb 07, 2025 Q4 2024 |
3,579
shares
|
$840,599
0.04% of portfolio
|
Q4 2024
Added 20.14%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Feb 13, 2025 Q4 2024 |
3,568
shares
|
$838,016
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
3,559
shares
|
$835,902
0.62% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,542
shares
|
$831,909
0.14% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Wms Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,520
shares
|
$826,742
0.05% of portfolio
|
Q3 2024
New holding
|