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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
53,066
shares
|
$12.7 Million
0.22% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
52,932
shares
|
$12.7 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
52,787
shares
|
$12.6 Million
0.19% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
52,701
shares
|
$12.6 Million
1.43% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
52,272
shares
|
$12.5 Million
1.29% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
51,892
shares
|
$12.4 Million
0.69% of portfolio
|
Q4 2024
Added 2232.22%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
51,846
shares
|
$12.4 Million
1.81% of portfolio
|
Q3 2024
Reduced 12.59%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
51,484
shares
|
$12.3 Million
1.54% of portfolio
|
Q3 2024
Added 3.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
50,759
shares
|
$12.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 7.99%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
50,446
shares
|
$12.1 Million
0.21% of portfolio
|
Q3 2024
Added 10.13%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
50,429
shares
|
$12.1 Million
1.72% of portfolio
|
Q3 2024
Reduced 48.58%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
49,895
shares
|
$11.9 Million
0.1% of portfolio
|
Q3 2024
Reduced 14.42%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
49,730
shares
|
$11.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
49,351
shares
|
$11.8 Million
1.77% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
49,071
shares
|
$11.7 Million
10.71% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
49,044
shares
|
$11.7 Million
0.16% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
48,959
shares
|
$11.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
48,862
shares
|
$11.7 Million
3.17% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Parkside Investments, LLC
|
Jan 22, 2025 Q4 2024 |
48,533
shares
|
$11.6 Million
1.77% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Nov 13, 2024 Q3 2024 |
48,000
shares
|
$11.5 Million
0.37% of portfolio
|
Q3 2024
Added 9500.0%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
47,927
shares
|
$11.5 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
47,706
shares
|
$11.4 Million
6.31% of portfolio
|
Q3 2024
Reduced 34.23%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
47,558
shares
|
$11.4 Million
1.26% of portfolio
|
Q3 2024
Reduced 8.73%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
47,520
shares
|
$11.4 Million
0.01% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
47,219
shares
|
$11.3 Million
9.97% of portfolio
|
Q3 2024
Added 10.74%
|