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 |
|---|---|---|---|---|---|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
6,374
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Iam Advisory, LLC
|
Jan 15, 2025 Q4 2024 |
6,367
shares
|
$1.48 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
6,367
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 43.61%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
6,353
shares
|
$1.47 Million
0.23% of portfolio
|
Q4 2024
Reduced 14.17%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
6,353
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2023
Added 5.58%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
6,333
shares
|
$1.47 Million
0.39% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jan 14, 2025 Q4 2024 |
6,331
shares
|
$1.47 Million
1.35% of portfolio
|
Q4 2024
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
6,327
shares
|
$1.47 Million
0.44% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Goodman Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,312
shares
|
$1.47 Million
0.41% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Berkshire Bank
|
Jan 22, 2025 Q4 2024 |
6,303
shares
|
$1.46 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
6,245
shares
|
$1.45 Million
0.7% of portfolio
|
Q3 2024
Reduced 63.44%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
6,229
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,205
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2024
Reduced 17.91%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,201
shares
|
$1.44 Million
0.96% of portfolio
|
Q4 2024
Reduced 6.58%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
6,196
shares
|
$1.44 Million
0.84% of portfolio
|
Q4 2021
New holding
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
6,174
shares
|
$1.43 Million
1.26% of portfolio
|
Q4 2024
Added 96.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
6,171
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
6,144
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
6,142
shares
|
$1.43 Million
0.4% of portfolio
|
Q4 2024
Added 205.88%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
6,118
shares
|
$1.42 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
6,099
shares
|
$1.42 Million
0.13% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,087
shares
|
$1.41 Million
0.09% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6,066
shares
|
$1.41 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Chicago Trust CO Na
|
Jan 13, 2025 Q4 2024 |
6,054
shares
|
$1.41 Million
0.31% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
6,021
shares
|
$1.4 Million
0.78% of portfolio
|
Q4 2024
Added 0.9%
|