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 |
|---|---|---|---|---|---|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
12,005
shares
|
$2.78 Million
1.33% of portfolio
|
Q1 2024
Added 217.01%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
11,995
shares
|
$2.78 Million
1.15% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
11,929
shares
|
$2.76 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
11,902
shares
|
$2.76 Million
0.67% of portfolio
|
Q3 2024
Added 1222.44%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
11,882
shares
|
$2.75 Million
0.05% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,857
shares
|
$2.75 Million
0.08% of portfolio
|
Q3 2023
Added 57.38%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
11,790
shares
|
$2.73 Million
0.95% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
11,782
shares
|
$2.73 Million
0.4% of portfolio
|
Q4 2024
Reduced 6.94%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 15, 2025 Q4 2024 |
11,749
shares
|
$2.72 Million
1.76% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2024 Q3 2024 |
11,744
shares
|
$2.72 Million
1.28% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
11,735
shares
|
$2.72 Million
1.82% of portfolio
|
Q3 2024
New holding
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
11,711
shares
|
$2.71 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
11,655
shares
|
$2.7 Million
0.19% of portfolio
|
Q3 2024
Reduced 5.21%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
11,651
shares
|
$2.7 Million
0.06% of portfolio
|
Q1 2024
Reduced 37.12%
|
|
|
Moulton Wealth Management, Inc
|
Jan 16, 2025 Q4 2024 |
11,648
shares
|
$2.7 Million
2.1% of portfolio
|
Q4 2024
Added 407.32%
|
|
|
Bank Of Nova Scotia
|
Nov 13, 2024 Q3 2024 |
11,564
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
11,528
shares
|
$2.67 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
11,498
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
11,490
shares
|
$2.66 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
11,431
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
11,378
shares
|
$2.64 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
11,359
shares
|
$2.63 Million
1.54% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jan 14, 2025 Q4 2024 |
11,319
shares
|
$2.62 Million
0.86% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11,312
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
11,230
shares
|
$2.6 Million
1.36% of portfolio
|
Q4 2024
New holding
|