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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
14,519
shares
|
$3.36 Million
0.29% of portfolio
|
Q3 2024
Reduced 9.62%
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
14,458
shares
|
$3.35 Million
0.6% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
14,454
shares
|
$3.35 Million
0.06% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
14,398
shares
|
$3.34 Million
0.25% of portfolio
|
Q4 2024
Added 43.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
14,392
shares
|
$3.34 Million
1.49% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
14,297
shares
|
$3.31 Million
0.89% of portfolio
|
Q4 2024
Added 48.94%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
14,262
shares
|
$3.31 Million
0.3% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
14,253
shares
|
$3.3 Million
0.92% of portfolio
|
Q4 2024
Added 4.39%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
14,185
shares
|
$3.29 Million
0.04% of portfolio
|
Q2 2024
Added 3.26%
|
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
14,130
shares
|
$3.27 Million
1.53% of portfolio
|
Q4 2023
Reduced 5.76%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
14,119
shares
|
$3.27 Million
0.22% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Jan 23, 2025 Q4 2024 |
14,118
shares
|
$3.27 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Van Cleef Asset Management,Inc
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
14,110
shares
|
$3.27 Million
0.36% of portfolio
|
Q3 2024
Added 14.72%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
14,098
shares
|
$3.27 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
14,060
shares
|
$3.26 Million
0.79% of portfolio
|
Q3 2024
Added 34.61%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
14,024
shares
|
$3.25 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.18%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
14,021
shares
|
$3.25 Million
0.52% of portfolio
|
Q2 2023
New holding
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
14,012
shares
|
$3.25 Million
2.64% of portfolio
|
Q3 2024
Added 22.49%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,998
shares
|
$3.24 Million
1.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
13,936
shares
|
$3.23 Million
1.09% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
13,878
shares
|
$3.22 Million
0.38% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
13,861
shares
|
$3.21 Million
0.3% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,845
shares
|
$3.21 Million
0.78% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
13,838
shares
|
$3.21 Million
0.29% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,836
shares
|
$3.21 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|