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 2,414 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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
61,019
shares
|
$13.1 Million
4.63% of portfolio
|
Q4 2024
Added 6.04%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
60,608
shares
|
$13 Million
3.49% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
60,382
shares
|
$12.9 Million
0.37% of portfolio
|
Q4 2024
Added 4.74%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
60,142
shares
|
$12.9 Million
0.09% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
60,035
shares
|
$12.8 Million
0.39% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
59,792
shares
|
$12.8 Million
2.33% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
59,517
shares
|
$12.7 Million
0.29% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
59,229
shares
|
$12.7 Million
0.73% of portfolio
|
Q4 2024
Added 181.32%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
59,218
shares
|
$12.7 Million
0.18% of portfolio
|
Q4 2024
Reduced 9.23%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
59,128
shares
|
$12.6 Million
0.44% of portfolio
|
Q4 2024
Reduced 51.05%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
59,037
shares
|
$12.6 Million
2.6% of portfolio
|
Q4 2024
Added 8.8%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
58,091
shares
|
$12.4 Million
1.03% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
56,634
shares
|
$12.1 Million
0.41% of portfolio
|
Q4 2024
Added 4.02%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
56,562
shares
|
$12.1 Million
1.44% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
56,413
shares
|
$12.1 Million
1.47% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
56,392
shares
|
$12.1 Million
1.13% of portfolio
|
Q4 2024
Added 21.44%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
56,227
shares
|
$12 Million
0.7% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
56,115
shares
|
$12 Million
0.32% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Schnieders Capital Management LLC
|
Feb 04, 2025 Q4 2024 |
56,101
shares
|
$12 Million
2.62% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
55,574
shares
|
$11.9 Million
0.61% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
55,526
shares
|
$11.9 Million
1.58% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
55,297
shares
|
$11.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jan 24, 2025 Q4 2024 |
55,231
shares
|
$11.8 Million
5.47% of portfolio
|
Q4 2024
Added 4.7%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
55,065
shares
|
$11.8 Million
0.19% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
55,056
shares
|
$11.8 Million
11.58% of portfolio
|
Q4 2024
New holding
|