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 2,324 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $41.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
10,147
shares
|
$2.38 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
10,090
shares
|
$2.36 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
|
$2.36 Million
0.26% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$2.36 Million
1.69% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
10,022
shares
|
$2.35 Million
0.9% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
10,020
shares
|
$2.35 Million
0.67% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,014
shares
|
$2.35 Million
0.43% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Mattern Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
9,982
shares
|
$2.34 Million
0.55% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
9,972
shares
|
$2.34 Million
0.44% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
9,955
shares
|
$2.33 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
9,932
shares
|
$2.33 Million
1.72% of portfolio
|
Q4 2024
New holding
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
9,914
shares
|
$2.32 Million
1.07% of portfolio
|
Q4 2024
Added 27.09%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,909
shares
|
$2.32 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
9,785
shares
|
$2.29 Million
0.24% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
9,745
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
9,728
shares
|
$2.28 Million
1.68% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
9,720
shares
|
$2.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.6%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,674
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2022
Added 4463.21%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
9,631
shares
|
$2.26 Million
0.19% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,594
shares
|
$2.25 Million
0.23% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
9,572
shares
|
$2.24 Million
1.65% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,566
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,546
shares
|
$2.24 Million
0.23% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
9,545
shares
|
$2.24 Million
0.9% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
9,515
shares
|
$2.23 Million
0.1% of portfolio
|
Q3 2024
Reduced 27.75%
|