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 2,271 institutions that hold shares in the stock, with a total of 170 Million shares, which have been reported (via 13F filing form) to have a value of $41.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
212
shares
|
$50,731
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
211
shares
|
$50,492
0.01% of portfolio
|
Q2 2024
Reduced 12.08%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
206
shares
|
$49,295
0.03% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2024 Q3 2024 |
200
shares
|
$47,860
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
197
shares
|
$47,142
0.01% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
197
shares
|
$47,142
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
181
shares
|
$43,313
0.03% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
175
shares
|
$41,877
0.02% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
170
shares
|
$40,681
0.0% of portfolio
|
Q1 2024
Reduced 70.38%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
165
shares
|
$39,484
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
160
shares
|
$38,288
0.01% of portfolio
|
Q4 2024
Added 201.89%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
153
shares
|
$36,612
0.01% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
151
shares
|
$36,134
0.01% of portfolio
|
Q3 2024
Added 202.0%
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
148
shares
|
$35,416
0.03% of portfolio
|
Q1 2024
Reduced 11.9%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
141
shares
|
$33,741
0.01% of portfolio
|
Q4 2023
Reduced 67.44%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
141
shares
|
$33,741
0.02% of portfolio
|
Q3 2024
Reduced 31.55%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
140
shares
|
$33,502
0.02% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
140
shares
|
$33,502
0.01% of portfolio
|
Q3 2024
Added 26.13%
|
|
|
Capital Investment Counsel, Inc
|
Oct 22, 2024 Q3 2024 |
125
shares
|
$29,912
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$29,912
0.01% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
124
shares
|
$29,673
0.0% of portfolio
|
Q3 2024
Added 90.77%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
116
shares
|
$27,758
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
115
shares
|
$27,519
0.01% of portfolio
|
Q4 2024
Reduced 84.77%
|
|
|
Quantbot Technologies LP
New York, NY |
Nov 13, 2024 Q3 2024 |
112
shares
|
$26,801
0.0% of portfolio
|
Q3 2024
Reduced 90.34%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
112
shares
|
$26,801
0.01% of portfolio
|
Q4 2022
Reduced 6.67%
|