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 |
|---|---|---|---|---|---|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,171
shares
|
$968,381
0.13% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
4,168
shares
|
$967,684
0.48% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
4,167
shares
|
$967,452
0.12% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,148
shares
|
$963,041
0.03% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,128
shares
|
$958,397
0.62% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Ss&H Financial Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
4,116
shares
|
$955,611
0.35% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Mwa Asset Management
Lexington, MA |
Jan 28, 2025 Q4 2024 |
4,116
shares
|
$955,611
0.64% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jan 17, 2025 Q4 2024 |
4,103
shares
|
$952,593
0.85% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,102
shares
|
$952,361
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$951,897
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,095
shares
|
$950,736
0.28% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,078
shares
|
$946,789
0.18% of portfolio
|
Q2 2024
Added 316.55%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,077
shares
|
$946,557
0.02% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
4,067
shares
|
$944,235
0.18% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Game Plan Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,058
shares
|
$942,145
0.3% of portfolio
|
Q4 2024
Added 28.78%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
4,047
shares
|
$939,591
0.44% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
4,039
shares
|
$937,734
0.34% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
4,034
shares
|
$936,573
0.62% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
4,030
shares
|
$935,645
0.26% of portfolio
|
Q4 2024
Reduced 17.91%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,013
shares
|
$931,698
0.21% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,009
shares
|
$930,769
0.05% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
4,003
shares
|
$929,376
0.03% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
4,000
shares
|
$928,680
0.11% of portfolio
|
Q4 2024
Added 141.69%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
4,000
shares
|
$928,680
0.41% of portfolio
|
Q4 2024
Reduced 80.49%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$928,680
0.1% of portfolio
|
Q3 2024
Added 300.0%
|