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 |
|---|---|---|---|---|---|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,405
shares
|
$1.02 Million
0.05% of portfolio
|
Q3 2022
Reduced 68.04%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,358
shares
|
$1.01 Million
1.32% of portfolio
|
Q4 2023
Reduced 9.08%
|
|
|
Signature Wealth Management Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,353
shares
|
$1.01 Million
0.71% of portfolio
|
Q2 2023
Reduced 11.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,348
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
4,347
shares
|
$1.01 Million
0.34% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
4,312
shares
|
$1 Million
0.09% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,288
shares
|
$995,544
0.17% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
4,282
shares
|
$994,151
0.43% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
4,266
shares
|
$990,437
0.07% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,265
shares
|
$990,205
0.25% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,259
shares
|
$988,812
0.0% of portfolio
|
Q3 2024
Reduced 98.09%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
4,256
shares
|
$988,115
0.05% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,255
shares
|
$987,883
0.05% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
4,250
shares
|
$986,722
0.09% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
4,245
shares
|
$985,561
0.01% of portfolio
|
Q3 2024
Reduced 33.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,245
shares
|
$985,561
0.03% of portfolio
|
Q3 2024
Reduced 28.18%
|
|
|
17 Capital Partners, LLC
|
Jan 28, 2025 Q4 2024 |
4,235
shares
|
$983,239
0.63% of portfolio
|
Q4 2024
Added 13.72%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
4,228
shares
|
$981,614
0.32% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
4,226
shares
|
$981,150
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
4,223
shares
|
$980,453
0.12% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,223
shares
|
$980,453
0.28% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
4,200
shares
|
$975,114
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$975,114
0.41% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,179
shares
|
$970,238
0.11% of portfolio
|
Q3 2024
Added 361.26%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,173
shares
|
$968,845
0.76% of portfolio
|
Q3 2022
Reduced 6.73%
|