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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,049
shares
|
$716,118
0.06% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,040
shares
|
$714,004
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
3,040
shares
|
$714,004
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,038
shares
|
$713,535
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Wolf Group Capital Advisors
|
Feb 18, 2025 Q4 2024 |
3,035
shares
|
$712,830
0.31% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,026
shares
|
$710,716
0.26% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,995
shares
|
$703,435
0.11% of portfolio
|
Q4 2024
Added 113.78%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
2,994
shares
|
$703,200
0.07% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
2,990
shares
|
$702,261
0.12% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,959
shares
|
$694,980
0.08% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,958
shares
|
$694,745
0.17% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,946
shares
|
$691,927
0.16% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,945
shares
|
$691,692
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,936
shares
|
$689,578
0.49% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
2,934
shares
|
$689,108
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
2,918
shares
|
$685,350
0.17% of portfolio
|
Q4 2024
Reduced 4.17%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
Feb 14, 2025 Q4 2024 |
2,917
shares
|
$685,115
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,914
shares
|
$684,411
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
2,907
shares
|
$682,767
0.23% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
2,902
shares
|
$681,592
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,901
shares
|
$681,357
0.34% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
2,898
shares
|
$680,653
0.07% of portfolio
|
Q4 2024
Added 74.58%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,895
shares
|
$679,948
0.37% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,893
shares
|
$679,478
0.15% of portfolio
|
Q1 2023
Added 2.52%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,888
shares
|
$678,304
0.03% of portfolio
|
Q4 2024
Added 1.55%
|