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 |
|---|---|---|---|---|---|
|
West Coast Financial LLC
|
Jan 14, 2025 Q4 2024 |
7,340
shares
|
$1.7 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
7,326
shares
|
$1.7 Million
4.59% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
7,270
shares
|
$1.69 Million
0.12% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
7,264
shares
|
$1.69 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.11%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,194
shares
|
$1.67 Million
0.29% of portfolio
|
Q3 2024
Added 41.87%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
7,180
shares
|
$1.67 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
7,139
shares
|
$1.66 Million
0.28% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
7,098
shares
|
$1.65 Million
0.23% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
7,095
shares
|
$1.65 Million
0.15% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,089
shares
|
$1.65 Million
0.66% of portfolio
|
Q2 2023
Reduced 58.67%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 08, 2024 Q3 2024 |
7,059
shares
|
$1.64 Million
0.17% of portfolio
|
Q2 2024
Added 6.89%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
7,049
shares
|
$1.64 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
7,012
shares
|
$1.63 Million
0.63% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7,007
shares
|
$1.63 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
6,991
shares
|
$1.62 Million
0.55% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,986
shares
|
$1.62 Million
0.12% of portfolio
|
Q3 2024
Added 1.84%
|
|
|
626 Financial, LLC
|
Jan 14, 2025 Q4 2024 |
6,975
shares
|
$1.62 Million
0.9% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
6,972
shares
|
$1.62 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jan 24, 2025 Q4 2024 |
6,963
shares
|
$1.62 Million
0.2% of portfolio
|
Q4 2024
Added 64.8%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
6,950
shares
|
$1.61 Million
0.39% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
6,935
shares
|
$1.61 Million
0.35% of portfolio
|
Q1 2024
Added 504.09%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
6,931
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
6,919
shares
|
$1.61 Million
0.15% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
6,915
shares
|
$1.61 Million
0.35% of portfolio
|
Q3 2023
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
6,889
shares
|
$1.6 Million
0.42% of portfolio
|
Q3 2024
Reduced 21.2%
|