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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
3,348
shares
|
$786,344
0.09% of portfolio
|
Q4 2024
Added 10.9%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
3,346
shares
|
$785,875
0.05% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,336
shares
|
$783,526
0.21% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
3,327
shares
|
$781,412
0.35% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
3,315
shares
|
$778,594
0.08% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,312
shares
|
$777,889
0.03% of portfolio
|
Q4 2024
Added 5.78%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,312
shares
|
$777,889
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
3,303
shares
|
$775,775
0.01% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,297
shares
|
$774,366
0.29% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,292
shares
|
$773,192
0.27% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,286
shares
|
$771,782
0.04% of portfolio
|
Q4 2024
Added 50.32%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,271
shares
|
$768,259
0.33% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,264
shares
|
$766,615
0.07% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
3,255
shares
|
$764,501
0.18% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
3,248
shares
|
$762,857
0.04% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
3,248
shares
|
$762,857
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,238
shares
|
$760,509
0.03% of portfolio
|
Q2 2022
Reduced 20.66%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
3,197
shares
|
$750,879
0.03% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
3,195
shares
|
$750,409
0.2% of portfolio
|
Q4 2024
Reduced 25.09%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,193
shares
|
$749,939
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,188
shares
|
$748,765
0.11% of portfolio
|
Q4 2020
Added 1.59%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
3,187
shares
|
$748,530
0.07% of portfolio
|
Q3 2023
Reduced 20.07%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
3,187
shares
|
$748,530
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
3,183
shares
|
$747,591
0.02% of portfolio
|
Q4 2024
Reduced 21.93%
|
|
|
David R. Rahn & Associates Inc.
|
Feb 04, 2025 Q4 2024 |
3,180
shares
|
$746,886
0.25% of portfolio
|
Q2 2024
New holding
|