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 |
|---|---|---|---|---|---|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Jan 16, 2025 Q4 2024 |
3,605
shares
|
$836,972
0.19% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
3,601
shares
|
$836,044
0.4% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$833,954
0.62% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,585
shares
|
$832,329
0.16% of portfolio
|
Q1 2024
Added 2.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,573
shares
|
$829,543
0.05% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,568
shares
|
$828,382
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jan 29, 2025 Q4 2024 |
3,559
shares
|
$826,293
0.62% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
3,542
shares
|
$822,346
0.14% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
3,524
shares
|
$818,167
0.32% of portfolio
|
Q4 2022
Reduced 48.02%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,520
shares
|
$817,238
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,510
shares
|
$814,916
0.29% of portfolio
|
Q3 2024
Reduced 33.48%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$812,595
0.13% of portfolio
|
Q1 2024
Reduced 81.31%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
3,496
shares
|
$811,666
0.05% of portfolio
|
Q4 2024
Reduced 3.8%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jan 15, 2025 Q4 2024 |
3,484
shares
|
$808,880
0.24% of portfolio
|
Q4 2024
Reduced 29.91%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jan 27, 2025 Q4 2024 |
3,474
shares
|
$806,558
0.11% of portfolio
|
Q4 2024
Reduced 23.45%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
3,470
shares
|
$805,629
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
3,467
shares
|
$804,933
0.04% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,445
shares
|
$799,825
0.1% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
3,438
shares
|
$798,200
0.19% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
3,431
shares
|
$796,575
0.04% of portfolio
|
Q4 2024
Reduced 8.51%
|
|
|
La Fleur & Godfrey LLC
|
Jan 16, 2025 Q4 2024 |
3,425
shares
|
$795,182
0.11% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,421
shares
|
$794,253
0.05% of portfolio
|
Q1 2022
Reduced 3.53%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,408
shares
|
$791,235
0.1% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,408
shares
|
$791,235
0.16% of portfolio
|
Q4 2024
Added 7.98%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,405
shares
|
$790,538
0.05% of portfolio
|
Q3 2024
Added 0.89%
|