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 |
|---|---|---|---|---|---|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
38,689
shares
|
$9.26 Million
4.46% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
38,664
shares
|
$9.25 Million
1.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
38,318
shares
|
$9.17 Million
1.27% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 14, 2025 Q4 2024 |
38,275
shares
|
$9.16 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
38,121
shares
|
$9.12 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
38,027
shares
|
$9.1 Million
1.14% of portfolio
|
Q1 2023
Reduced 12.97%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
37,949
shares
|
$9.08 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
37,898
shares
|
$9.07 Million
5.96% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
37,824
shares
|
$9.05 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
37,512
shares
|
$8.98 Million
3.02% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
37,408
shares
|
$8.95 Million
5.32% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
37,231
shares
|
$8.91 Million
6.05% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
37,109
shares
|
$8.88 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Rovin Capital
|
Jan 14, 2025 Q4 2024 |
37,084
shares
|
$8.87 Million
3.1% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
36,943
shares
|
$8.84 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
36,799
shares
|
$8.81 Million
0.28% of portfolio
|
Q4 2024
Added 167.67%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
36,718
shares
|
$8.79 Million
0.68% of portfolio
|
Q3 2024
Added 46.4%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
36,425
shares
|
$8.72 Million
1.82% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
36,310
shares
|
$8.69 Million
0.15% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
36,127
shares
|
$8.65 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
36,089
shares
|
$8.64 Million
1.65% of portfolio
|
Q3 2024
Added 160.06%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
35,769
shares
|
$8.56 Million
2.55% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
35,657
shares
|
$8.53 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,575
shares
|
$8.51 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
35,536
shares
|
$8.5 Million
0.49% of portfolio
|
Q3 2024
Added 2.65%
|