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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,714
shares
|
$4.8 Million
0.47% of portfolio
|
Q3 2024
Added 23.34%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
20,613
shares
|
$4.78 Million
1.32% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
20,548
shares
|
$4.76 Million
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
20,542
shares
|
$4.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
20,538
shares
|
$4.76 Million
2.38% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
20,528
shares
|
$4.76 Million
1.29% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
D.B. Root & Company, LLC
|
Jan 17, 2025 Q4 2024 |
20,435
shares
|
$4.74 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
20,256
shares
|
$4.69 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Integral Investment Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
20,209
shares
|
$4.68 Million
1.26% of portfolio
|
Q3 2024
Added 33.52%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
20,184
shares
|
$4.68 Million
1.53% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
20,140
shares
|
$4.67 Million
0.21% of portfolio
|
Q3 2024
Reduced 8.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
20,081
shares
|
$4.65 Million
0.18% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
20,035
shares
|
$4.64 Million
0.49% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
20,000
shares
|
$4.63 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
19,957
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2024
Added 17.05%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Nov 14, 2024 Q3 2024 |
19,915
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Donald L. Hagan, LLC
|
Jan 23, 2025 Q4 2024 |
19,886
shares
|
$4.61 Million
2.51% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
19,866
shares
|
$4.6 Million
2.19% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Iron Bridge Private Wealth, LLC
|
Nov 14, 2024 Q3 2024 |
19,775
shares
|
$4.58 Million
1.76% of portfolio
|
Q3 2024
Added 1753.33%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
19,762
shares
|
$4.58 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
19,670
shares
|
$4.56 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,657
shares
|
$4.56 Million
0.83% of portfolio
|
Q3 2024
Reduced 7.85%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
19,521
shares
|
$4.52 Million
0.72% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
19,506
shares
|
$4.52 Million
0.59% of portfolio
|
Q4 2024
Added 2.06%
|