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 2,294 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 |
|---|---|---|---|---|---|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
9,158
shares
|
$2.12 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
9,142
shares
|
$2.12 Million
0.62% of portfolio
|
Q4 2024
Reduced 12.71%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
9,070
shares
|
$2.1 Million
0.63% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
9,064
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
9,061
shares
|
$2.1 Million
0.18% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
9,056
shares
|
$2.1 Million
0.39% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
9,041
shares
|
$2.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
8,994
shares
|
$2.08 Million
0.44% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
8,945
shares
|
$2.07 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Jan 13, 2025 Q4 2024 |
8,928
shares
|
$2.07 Million
0.31% of portfolio
|
Q4 2024
Reduced 22.49%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
8,917
shares
|
$2.07 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
8,900
shares
|
$2.06 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
8,869
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,853
shares
|
$2.05 Million
0.07% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,738
shares
|
$2.02 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
8,701
shares
|
$2.02 Million
0.66% of portfolio
|
Q1 2021
Reduced 20.9%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
8,668
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2024
Added 240.32%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
8,640
shares
|
$2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
8,637
shares
|
$2 Million
0.25% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
8,634
shares
|
$2 Million
0.02% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
8,609
shares
|
$2 Million
0.21% of portfolio
|
Q3 2024
Added 14.01%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
8,575
shares
|
$1.99 Million
0.3% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
8,541
shares
|
$1.98 Million
1.63% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
8,529
shares
|
$1.98 Million
0.15% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
8,524
shares
|
$1.98 Million
0.09% of portfolio
|
Q4 2024
Added 0.02%
|