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 |
---|---|---|---|---|---|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
3,846
shares
|
$892,925
0.17% of portfolio
|
Q4 2024
Added 12.32%
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,842
shares
|
$891,997
0.45% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
Jackson Square Capital, LLC
|
Jan 15, 2025 Q4 2024 |
3,840
shares
|
$891,532
0.23% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
3,828
shares
|
$888,746
0.13% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
Elco Management Co., LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,818
shares
|
$886,425
0.48% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
Kohmann Bosshard Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
3,809
shares
|
$884,335
0.11% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
Jan 16, 2025 Q4 2024 |
3,805
shares
|
$883,406
0.8% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
Peoples Financial Services Corp.
|
Jan 14, 2025 Q4 2024 |
3,793
shares
|
$880,620
0.41% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
3,791
shares
|
$880,156
0.31% of portfolio
|
Q3 2024
Added 8.97%
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,772
shares
|
$875,745
0.44% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
Simon Quick Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
3,772
shares
|
$875,745
0.05% of portfolio
|
Q4 2024
Added 0.99%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
3,772
shares
|
$875,745
0.22% of portfolio
|
Q3 2024
New holding
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
3,771
shares
|
$875,513
0.1% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
3,749
shares
|
$870,405
0.57% of portfolio
|
Q4 2024
Added 0.13%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,741
shares
|
$868,547
0.03% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
3,738
shares
|
$867,851
0.17% of portfolio
|
Q4 2024
Added 252.31%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Jan 24, 2025 Q4 2024 |
3,734
shares
|
$866,922
0.03% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
Sather Financial Group Inc
|
Jan 29, 2025 Q4 2024 |
3,720
shares
|
$863,672
0.06% of portfolio
|
Q4 2024
Added 0.22%
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,693
shares
|
$857,403
0.08% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
3,687
shares
|
$856,010
0.33% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
3,680
shares
|
$854,385
0.07% of portfolio
|
Q4 2024
Added 9.88%
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
3,667
shares
|
$851,367
0.28% of portfolio
|
Q4 2024
Added 3.79%
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,650
shares
|
$847,420
0.07% of portfolio
|
Q3 2024
New holding
|
|
Charles Schwab Trust CO
|
Jan 16, 2025 Q4 2024 |
3,632
shares
|
$843,241
0.07% of portfolio
|
Q4 2024
Added 38.36%
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,614
shares
|
$839,062
0.09% of portfolio
|
Q3 2024
Reduced 1.79%
|