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 |
|---|---|---|---|---|---|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
3,970
shares
|
$921,714
0.01% of portfolio
|
Q4 2024
Added 4862.5%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
3,950
shares
|
$917,071
0.25% of portfolio
|
Q2 2022
Added 2.6%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
3,937
shares
|
$914,053
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$913,356
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Delta Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
3,925
shares
|
$911,267
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,922
shares
|
$910,570
0.37% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,917
shares
|
$909,409
0.03% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
3,914
shares
|
$908,713
0.63% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
3,907
shares
|
$907,088
0.03% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
3,905
shares
|
$906,623
0.41% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,900
shares
|
$905,463
0.73% of portfolio
|
Q1 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,899
shares
|
$905,230
0.05% of portfolio
|
Q3 2024
Added 199.23%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
3,894
shares
|
$904,069
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,889
shares
|
$902,909
0.2% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,889
shares
|
$902,909
0.12% of portfolio
|
Q2 2024
Added 45.98%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,888
shares
|
$902,676
0.07% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
3,886
shares
|
$902,212
0.1% of portfolio
|
Q3 2024
Added 193.28%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
3,880
shares
|
$900,819
0.25% of portfolio
|
Q4 2024
Reduced 1.22%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Jan 28, 2025 Q4 2024 |
3,869
shares
|
$898,265
0.63% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,866
shares
|
$897,569
0.14% of portfolio
|
Q2 2022
Reduced 20.06%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
3,866
shares
|
$897,569
0.54% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Sterling Investment Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,862
shares
|
$896,640
0.74% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,861
shares
|
$896,408
0.14% of portfolio
|
Q4 2024
Added 22.69%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,850
shares
|
$893,854
0.0% of portfolio
|
Q3 2024
Reduced 63.33%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,848
shares
|
$893,390
0.08% of portfolio
|
Q4 2024
Added 0.6%
|