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 2,309 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
462
shares
|
$106,634
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
458
shares
|
$105,710
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
440
shares
|
$101,556
0.04% of portfolio
|
Q4 2024
Reduced 63.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
440
shares
|
$101,556
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
430
shares
|
$99,248
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
429
shares
|
$99,017
0.08% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
425
shares
|
$98,094
0.04% of portfolio
|
Q2 2024
Added 3763.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
414
shares
|
$95,555
0.0% of portfolio
|
Q3 2024
Added 817.63%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
413
shares
|
$95,324
0.01% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
410
shares
|
$94,632
0.0% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
410
shares
|
$94,632
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
400
shares
|
$92,324
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
400
shares
|
$92,324
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
396
shares
|
$91,400
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
394
shares
|
$90,939
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
382
shares
|
$88,169
0.03% of portfolio
|
Q4 2024
Reduced 98.4%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Jan 31, 2025 Q4 2024 |
378
shares
|
$87,246
0.02% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
365
shares
|
$84,245
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
361
shares
|
$83,322
0.05% of portfolio
|
Q3 2023
Reduced 32.77%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$80,783
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
343
shares
|
$79,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
325
shares
|
$75,013
0.02% of portfolio
|
Q1 2024
Reduced 27.78%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
322
shares
|
$74,320
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
318
shares
|
$73,397
0.04% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
310
shares
|
$71,551
0.04% of portfolio
|
Q2 2024
New holding
|