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 |
|---|---|---|---|---|---|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,485
shares
|
$583,651
0.29% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Feb 11, 2025 Q4 2024 |
2,481
shares
|
$582,712
0.39% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
2,480
shares
|
$582,477
0.01% of portfolio
|
Q4 2024
Added 21.45%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,474
shares
|
$581,068
0.09% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
2,470
shares
|
$580,128
0.29% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
2,462
shares
|
$578,249
0.06% of portfolio
|
Q4 2024
Reduced 37.42%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Feb 06, 2025 Q4 2024 |
2,460
shares
|
$577,780
0.09% of portfolio
|
Q4 2023
Reduced 15.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
2,456
shares
|
$576,840
0.07% of portfolio
|
Q2 2024
Added 19.46%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,456
shares
|
$576,840
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,453
shares
|
$576,136
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,450
shares
|
$575,431
0.02% of portfolio
|
Q4 2022
Reduced 8.82%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,432
shares
|
$571,203
0.05% of portfolio
|
Q4 2024
Reduced 64.46%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,426
shares
|
$569,794
0.07% of portfolio
|
Q4 2024
Added 118.95%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,423
shares
|
$569,090
0.1% of portfolio
|
Q2 2021
Added 8.65%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,418
shares
|
$567,915
0.21% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$567,445
0.23% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,415
shares
|
$567,211
0.22% of portfolio
|
Q1 2022
Added 14.08%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,409
shares
|
$565,801
0.15% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
2,407
shares
|
$565,332
0.15% of portfolio
|
Q2 2023
Reduced 49.93%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
2,401
shares
|
$563,922
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
2,401
shares
|
$563,922
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
2,401
shares
|
$563,922
0.18% of portfolio
|
Q4 2024
Added 79.18%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
2,399
shares
|
$563,453
0.08% of portfolio
|
Q4 2024
Added 11.53%
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,397
shares
|
$562,983
0.19% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Feb 13, 2025 Q4 2024 |
2,397
shares
|
$562,983
0.14% of portfolio
|
Q3 2024
Added 20.76%
|