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 |
---|---|---|---|---|---|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,719
shares
|
$403,741
0.19% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,712
shares
|
$402,097
0.24% of portfolio
|
Q2 2024
Reduced 71.73%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,711
shares
|
$401,862
0.04% of portfolio
|
Q4 2024
Added 9.26%
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,709
shares
|
$401,392
0.14% of portfolio
|
Q4 2024
Added 2.4%
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
1,706
shares
|
$400,688
0.07% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,705
shares
|
$400,453
0.31% of portfolio
|
Q4 2024
New holding
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$399,279
0.0% of portfolio
|
Q4 2020
New holding
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,700
shares
|
$399,279
0.39% of portfolio
|
Q4 2024
New holding
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,699
shares
|
$399,044
0.04% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,697
shares
|
$398,574
0.3% of portfolio
|
Q4 2024
Added 8.5%
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,687
shares
|
$396,225
0.04% of portfolio
|
Q4 2023
Reduced 5.01%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,669
shares
|
$391,998
0.04% of portfolio
|
Q2 2024
Added 0.06%
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
1,669
shares
|
$391,998
0.14% of portfolio
|
Q4 2024
Added 4.77%
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,668
shares
|
$391,763
0.22% of portfolio
|
Q3 2023
Reduced 60.63%
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
1,668
shares
|
$391,763
0.02% of portfolio
|
Q4 2024
Added 7.61%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,665
shares
|
$391,058
0.05% of portfolio
|
Q4 2024
Reduced 33.95%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
1,664
shares
|
$390,823
0.09% of portfolio
|
Q4 2024
Added 16.94%
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,662
shares
|
$390,353
0.15% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Feb 10, 2025 Q4 2024 |
1,657
shares
|
$389,179
0.19% of portfolio
|
Q4 2024
Added 2.86%
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
1,649
shares
|
$387,300
0.16% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Feb 14, 2025 Q4 2024 |
1,645
shares
|
$386,361
0.4% of portfolio
|
Q4 2024
New holding
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,644
shares
|
$386,126
0.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Feb 13, 2025 Q4 2024 |
1,642
shares
|
$385,656
0.26% of portfolio
|
Q4 2024
Added 12.85%
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,640
shares
|
$385,186
0.05% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
1,638
shares
|
$384,717
0.02% of portfolio
|
Q3 2024
Reduced 4.04%
|