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 |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,394
shares
|
$787,984
0.14% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,392
shares
|
$787,520
0.38% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
3,390
shares
|
$787,056
0.22% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
3,378
shares
|
$784,270
0.22% of portfolio
|
Q4 2024
Added 4.52%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
3,346
shares
|
$776,840
0.05% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jan 27, 2025 Q4 2024 |
3,327
shares
|
$772,429
0.35% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
3,323
shares
|
$771,500
0.32% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
3,315
shares
|
$769,643
0.08% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
3,312
shares
|
$768,947
0.65% of portfolio
|
Q4 2024
New holding
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
3,303
shares
|
$766,857
0.01% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
3,297
shares
|
$765,464
0.29% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Nov 12, 2024 Q3 2024 |
3,293
shares
|
$764,535
0.52% of portfolio
|
Q3 2024
Added 231.29%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
3,292
shares
|
$764,303
0.27% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
3,286
shares
|
$762,910
0.04% of portfolio
|
Q4 2024
Added 50.32%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
3,271
shares
|
$759,428
0.33% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,264
shares
|
$757,802
0.07% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Harvey Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
3,255
shares
|
$755,713
0.18% of portfolio
|
Q3 2023
Reduced 0.15%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Nov 04, 2024 Q3 2024 |
3,246
shares
|
$753,623
0.16% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,238
shares
|
$751,766
0.03% of portfolio
|
Q2 2022
Reduced 20.66%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,214
shares
|
$746,194
0.07% of portfolio
|
Q3 2024
Added 87.08%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,193
shares
|
$741,318
0.02% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,188
shares
|
$740,157
0.11% of portfolio
|
Q4 2020
Added 1.59%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
3,187
shares
|
$739,925
0.07% of portfolio
|
Q3 2023
Reduced 20.07%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 22, 2025 Q4 2024 |
3,187
shares
|
$739,925
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
3,180
shares
|
$738,300
0.22% of portfolio
|
Q2 2024
New holding
|