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 2,288 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 $39.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
22,560
shares
|
$5.23 Million
2.69% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Mathes Company, Inc.
|
Oct 29, 2024 Q3 2024 |
22,550
shares
|
$5.23 Million
1.8% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
22,505
shares
|
$5.22 Million
3.1% of portfolio
|
Q3 2024
Reduced 8.0%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Oct 15, 2024 Q3 2024 |
22,430
shares
|
$5.2 Million
0.83% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
22,423
shares
|
$5.2 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Arrow Investment Advisors, LLC
Laurel, MD |
Aug 14, 2024 Q2 2024 |
22,302
shares
|
$5.17 Million
8.2% of portfolio
|
Q2 2024
Reduced 6.55%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
22,215
shares
|
$5.15 Million
0.9% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
22,128
shares
|
$5.13 Million
0.26% of portfolio
|
Q4 2024
Reduced 2.92%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
22,109
shares
|
$5.12 Million
2.26% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
21,909
shares
|
$5.08 Million
3.64% of portfolio
|
Q3 2024
Added 14.37%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
21,861
shares
|
$5.07 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Clay Northam Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
21,737
shares
|
$5.04 Million
3.32% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
21,723
shares
|
$5.03 Million
2.35% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
21,650
shares
|
$5.02 Million
0.13% of portfolio
|
Q3 2024
Added 127.15%
|
|
|
Bank Of Marin
Novato, CA |
Nov 06, 2024 Q3 2024 |
21,495
shares
|
$4.98 Million
4.0% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,477
shares
|
$4.98 Million
0.0% of portfolio
|
Q3 2024
Reduced 84.17%
|
|
|
Crestline Management, LP
Fort Worth, TX |
Nov 13, 2024 Q3 2024 |
21,420
shares
|
$4.96 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jan 02, 2025 Q4 2024 |
21,113
shares
|
$4.89 Million
0.46% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
21,080
shares
|
$4.89 Million
0.08% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
21,054
shares
|
$4.88 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
21,049
shares
|
$4.88 Million
0.38% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
21,042
shares
|
$4.88 Million
0.16% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
21,020
shares
|
$4.87 Million
0.62% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
21,000
shares
|
$4.87 Million
0.45% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
20,915
shares
|
$4.85 Million
0.92% of portfolio
|
Q4 2024
Added 0.4%
|