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 |
---|---|---|---|---|---|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,377
shares
|
$1.25 Million
0.36% of portfolio
|
Q1 2024
Reduced 47.09%
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
5,359
shares
|
$1.24 Million
0.62% of portfolio
|
Q2 2024
Reduced 18.97%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
5,344
shares
|
$1.24 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
Hourglass Capital, LLC
|
Jan 30, 2025 Q4 2024 |
5,330
shares
|
$1.24 Million
0.34% of portfolio
|
Q4 2024
Added 300.75%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
5,326
shares
|
$1.24 Million
0.69% of portfolio
|
Q1 2023
Reduced 43.87%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
5,322
shares
|
$1.24 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
5,313
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Added 2.97%
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
5,311
shares
|
$1.23 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
5,307
shares
|
$1.23 Million
0.13% of portfolio
|
Q3 2024
Added 3.11%
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
5,306
shares
|
$1.23 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
5,292
shares
|
$1.23 Million
0.28% of portfolio
|
Q4 2024
Reduced 21.0%
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
5,265
shares
|
$1.22 Million
0.03% of portfolio
|
Q3 2023
Added 8.98%
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,264
shares
|
$1.22 Million
0.67% of portfolio
|
Q3 2024
Added 19.58%
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
5,262
shares
|
$1.22 Million
0.34% of portfolio
|
Q4 2024
Added 2.19%
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5,253
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,235
shares
|
$1.22 Million
0.11% of portfolio
|
Q3 2024
Added 53.93%
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,232
shares
|
$1.21 Million
0.38% of portfolio
|
Q3 2024
Added 8.77%
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
5,227
shares
|
$1.21 Million
0.39% of portfolio
|
Q4 2024
Added 4.94%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,220
shares
|
$1.21 Million
0.39% of portfolio
|
Q1 2024
Added 36.11%
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,188
shares
|
$1.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
5,179
shares
|
$1.2 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,173
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
5,150
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,133
shares
|
$1.19 Million
0.34% of portfolio
|
Q3 2024
Added 15.87%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
5,123
shares
|
$1.19 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.97%
|