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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
2,394
shares
|
$562,278
0.29% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,393
shares
|
$562,043
0.1% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
2,390
shares
|
$561,339
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
2,379
shares
|
$558,755
0.02% of portfolio
|
Q4 2023
Reduced 80.95%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,375
shares
|
$557,816
0.03% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,375
shares
|
$557,816
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
2,373
shares
|
$557,346
0.1% of portfolio
|
Q4 2024
Added 15.08%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
2,356
shares
|
$553,353
0.01% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
2,354
shares
|
$552,883
0.01% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,351
shares
|
$552,179
0.15% of portfolio
|
Q2 2024
Reduced 29.84%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,350
shares
|
$551,944
0.15% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,346
shares
|
$551,005
0.1% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
2,342
shares
|
$550,065
0.01% of portfolio
|
Q4 2024
Added 12.49%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,310
shares
|
$542,549
0.04% of portfolio
|
Q2 2024
Added 20.94%
|
|
|
Jfg Wealth Management, LLC
Denver, CO |
Feb 04, 2025 Q4 2024 |
2,308
shares
|
$542,079
0.12% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
2,306
shares
|
$541,610
0.04% of portfolio
|
Q4 2024
Added 12.98%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
2,304
shares
|
$541,140
0.25% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,302
shares
|
$540,670
0.04% of portfolio
|
Q2 2023
Reduced 16.11%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
2,299
shares
|
$539,966
0.07% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
2,291
shares
|
$538,087
0.21% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
2,275
shares
|
$534,329
0.06% of portfolio
|
Q4 2024
Added 26.18%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
2,273
shares
|
$533,859
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
2,267
shares
|
$532,450
0.0% of portfolio
|
Q4 2024
Added 10.16%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,260
shares
|
$530,806
0.28% of portfolio
|
Q1 2023
Added 13.0%
|
|
|
Goepper Burkhardt LLC
|
Feb 12, 2025 Q4 2024 |
2,258
shares
|
$530,336
0.22% of portfolio
|
Q1 2024
Reduced 4.24%
|