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 |
|---|---|---|---|---|---|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
28,945
shares
|
$6.69 Million
0.6% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
28,877
shares
|
$6.67 Million
0.97% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
28,848
shares
|
$6.66 Million
2.99% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
28,746
shares
|
$6.64 Million
1.44% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,449
shares
|
$6.57 Million
1.54% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,401
shares
|
$6.56 Million
2.95% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28,287
shares
|
$6.53 Million
0.29% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
28,086
shares
|
$6.49 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
27,957
shares
|
$6.46 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
27,823
shares
|
$6.43 Million
5.41% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
27,768
shares
|
$6.41 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
27,764
shares
|
$6.41 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,723
shares
|
$6.4 Million
0.2% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
27,676
shares
|
$6.39 Million
0.38% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
27,621
shares
|
$6.38 Million
0.48% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
27,500
shares
|
$6.35 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
27,379
shares
|
$6.32 Million
0.16% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
27,158
shares
|
$6.27 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
27,150
shares
|
$6.27 Million
2.72% of portfolio
|
Q3 2022
Reduced 2.57%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
27,139
shares
|
$6.27 Million
0.08% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,854
shares
|
$6.2 Million
0.14% of portfolio
|
Q2 2020
Reduced 53.21%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
26,694
shares
|
$6.17 Million
0.63% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,664
shares
|
$6.16 Million
0.07% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
26,581
shares
|
$6.14 Million
3.84% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
26,532
shares
|
$6.13 Million
1.54% of portfolio
|
Q3 2024
Added 218.74%
|