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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
10,532
shares
|
$2.44 Million
0.09% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
10,532
shares
|
$2.44 Million
1.09% of portfolio
|
Q3 2024
Added 16.61%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
10,527
shares
|
$2.44 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Nov 15, 2024 Q3 2024 |
10,479
shares
|
$2.43 Million
1.89% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
10,479
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Nov 14, 2024 Q3 2024 |
10,468
shares
|
$2.43 Million
0.94% of portfolio
|
Q3 2024
Added 12.43%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
10,466
shares
|
$2.43 Million
0.1% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Jan 23, 2025 Q4 2024 |
10,299
shares
|
$2.39 Million
0.78% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
10,266
shares
|
$2.38 Million
1.61% of portfolio
|
Q3 2024
Added 2.5%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
10,224
shares
|
$2.37 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
10,191
shares
|
$2.36 Million
0.21% of portfolio
|
Q4 2024
Added 13.68%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
10,156
shares
|
$2.35 Million
0.32% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Nov 04, 2024 Q3 2024 |
10,155
shares
|
$2.35 Million
1.14% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,147
shares
|
$2.35 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Oct 30, 2024 Q3 2024 |
10,138
shares
|
$2.35 Million
1.22% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
10,090
shares
|
$2.34 Million
0.03% of portfolio
|
Q3 2024
Added 4.79%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
10,073
shares
|
$2.33 Million
0.26% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$2.33 Million
1.69% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
10,022
shares
|
$2.32 Million
0.9% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
10,020
shares
|
$2.32 Million
0.67% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,014
shares
|
$2.32 Million
0.43% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,006
shares
|
$2.32 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
10,003
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,982
shares
|
$2.31 Million
0.55% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
9,972
shares
|
$2.31 Million
0.44% of portfolio
|
Q3 2024
Added 2.47%
|