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 |
|---|---|---|---|---|---|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
2,882
shares
|
$676,895
0.41% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
2,878
shares
|
$675,955
0.35% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Apriem Advisors
Irvine, CA |
Feb 04, 2025 Q4 2024 |
2,878
shares
|
$675,955
0.08% of portfolio
|
Q4 2024
Added 11.42%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
2,872
shares
|
$674,546
0.18% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,861
shares
|
$671,963
0.19% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
2,860
shares
|
$671,728
0.13% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
2,840
shares
|
$667,030
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,839
shares
|
$666,795
0.26% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,828
shares
|
$664,212
0.17% of portfolio
|
Q4 2024
Reduced 35.99%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,817
shares
|
$661,628
0.1% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Feb 12, 2025 Q4 2024 |
2,815
shares
|
$661,159
0.39% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,807
shares
|
$659,280
0.07% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
2,804
shares
|
$658,575
0.05% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
2,799
shares
|
$657,401
0.04% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,797
shares
|
$656,931
0.04% of portfolio
|
Q4 2024
Reduced 28.26%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,792
shares
|
$655,757
0.06% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
2,792
shares
|
$655,757
0.2% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,775
shares
|
$651,764
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,768
shares
|
$650,120
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
2,752
shares
|
$646,362
0.12% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
2,750
shares
|
$645,892
0.3% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,749
shares
|
$645,657
0.02% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Feb 13, 2025 Q4 2024 |
2,745
shares
|
$644,718
0.0% of portfolio
|
Q4 2024
Reduced 35.34%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,730
shares
|
$641,195
0.06% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Feb 04, 2025 Q4 2024 |
2,712
shares
|
$636,967
0.01% of portfolio
|
Q4 2024
Reduced 3.56%
|