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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,464
shares
|
$4.51 Million
1.75% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
19,343
shares
|
$4.48 Million
0.75% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
19,316
shares
|
$4.48 Million
0.21% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
19,280
shares
|
$4.47 Million
0.04% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,226
shares
|
$4.46 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.91%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
19,190
shares
|
$4.45 Million
1.71% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
19,092
shares
|
$4.42 Million
1.83% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Campbell Capital Management Inc
|
Oct 29, 2024 Q3 2024 |
19,091
shares
|
$4.42 Million
1.73% of portfolio
|
Q3 2024
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
19,084
shares
|
$4.42 Million
0.92% of portfolio
|
Q3 2024
Reduced 12.67%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
18,999
shares
|
$4.4 Million
0.11% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
18,959
shares
|
$4.39 Million
0.05% of portfolio
|
Q3 2024
Reduced 9.92%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
18,929
shares
|
$4.39 Million
3.81% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
18,853
shares
|
$4.37 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
18,819
shares
|
$4.36 Million
0.23% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
18,809
shares
|
$4.36 Million
1.06% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
18,751
shares
|
$4.35 Million
0.04% of portfolio
|
Q3 2024
Added 40.1%
|
|
|
Horizon Financial Services, LLC
|
Nov 13, 2024 Q3 2024 |
18,703
shares
|
$4.33 Million
2.6% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
18,695
shares
|
$4.33 Million
2.2% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
18,627
shares
|
$4.32 Million
3.47% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
18,625
shares
|
$4.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.33%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
Nov 12, 2024 Q3 2024 |
18,586
shares
|
$4.31 Million
11.91% of portfolio
|
Q2 2024
Reduced 17.71%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
18,526
shares
|
$4.29 Million
0.27% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
18,452
shares
|
$4.28 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
18,363
shares
|
$4.26 Million
0.25% of portfolio
|
Q3 2024
Added 0.26%
|