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 |
|---|---|---|---|---|---|
|
David R. Rahn & Associates Inc.
|
Nov 13, 2024 Q3 2024 |
3,180
shares
|
$738,300
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
3,180
shares
|
$738,300
0.18% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,156
shares
|
$732,728
0.36% of portfolio
|
Q4 2024
Added 14.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,147
shares
|
$730,638
0.48% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
3,141
shares
|
$729,245
0.16% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
3,140
shares
|
$729,013
0.0% of portfolio
|
Q3 2023
Reduced 50.37%
|
|
|
180 Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,135
shares
|
$727,852
0.12% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,131
shares
|
$726,924
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
3,115
shares
|
$723,209
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,107
shares
|
$721,352
0.03% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
3,106
shares
|
$721,120
0.12% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,103
shares
|
$720,423
0.47% of portfolio
|
Q4 2024
Added 28.12%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
3,100
shares
|
$719,727
0.06% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 15, 2025 Q4 2024 |
3,100
shares
|
$719,727
0.18% of portfolio
|
Q4 2024
Added 10.87%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,094
shares
|
$718,333
0.33% of portfolio
|
Q4 2022
Reduced 2.31%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
3,090
shares
|
$717,405
0.09% of portfolio
|
Q4 2024
Reduced 28.98%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Jan 13, 2025 Q4 2024 |
3,088
shares
|
$716,940
0.56% of portfolio
|
Q4 2024
Added 28.51%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,074
shares
|
$713,690
0.12% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
3,069
shares
|
$712,529
0.14% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
3,068
shares
|
$712,297
0.41% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Dec 03, 2024 Q3 2024 |
3,068
shares
|
$712,297
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
3,062
shares
|
$710,904
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
3,060
shares
|
$710,440
0.89% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,049
shares
|
$707,886
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
3,049
shares
|
$707,886
0.06% of portfolio
|
Q4 2024
Reduced 0.03%
|