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 |
|---|---|---|---|---|---|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
2,711
shares
|
$636,732
0.05% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
2,701
shares
|
$634,383
0.03% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
2,689
shares
|
$631,565
0.34% of portfolio
|
Q4 2024
Reduced 24.15%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
2,676
shares
|
$628,512
0.12% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,672
shares
|
$627,572
0.21% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
2,672
shares
|
$627,572
0.29% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
2,670
shares
|
$627,102
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
2,662
shares
|
$625,223
0.04% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Community Bank, N.A.
|
Feb 11, 2025 Q4 2024 |
2,659
shares
|
$624,519
0.08% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,652
shares
|
$622,875
0.24% of portfolio
|
Q4 2024
Added 96.15%
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,648
shares
|
$621,935
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,632
shares
|
$618,177
0.02% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,631
shares
|
$617,942
0.19% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
2,631
shares
|
$617,942
0.0% of portfolio
|
Q1 2024
Added 12.87%
|
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,621
shares
|
$615,594
0.23% of portfolio
|
Q4 2024
Added 195.82%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,620
shares
|
$615,359
0.18% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
2,619
shares
|
$615,124
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
2,609
shares
|
$612,775
0.46% of portfolio
|
Q4 2024
Added 84.77%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$612,540
0.61% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,606
shares
|
$612,071
0.13% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,603
shares
|
$611,366
0.04% of portfolio
|
Q3 2024
Reduced 30.59%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,589
shares
|
$608,078
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,583
shares
|
$606,669
0.46% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,577
shares
|
$605,259
0.21% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,575
shares
|
$604,790
0.06% of portfolio
|
Q4 2024
New holding
|