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 |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,047
shares
|
$707,421
0.37% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,045
shares
|
$706,957
0.18% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,040
shares
|
$705,796
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,038
shares
|
$705,332
0.02% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
3,035
shares
|
$704,635
0.29% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
3,026
shares
|
$702,546
0.26% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,019
shares
|
$700,921
0.08% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
3,017
shares
|
$700,456
0.17% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
2,995
shares
|
$695,349
0.11% of portfolio
|
Q4 2024
Added 113.78%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,979
shares
|
$691,634
0.03% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
2,959
shares
|
$686,991
0.08% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
2,958
shares
|
$686,758
0.17% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
2,946
shares
|
$683,972
0.16% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
2,945
shares
|
$683,740
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,936
shares
|
$681,651
0.49% of portfolio
|
Q4 2024
Reduced 13.57%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
2,934
shares
|
$681,186
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,919
shares
|
$677,704
0.18% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
2,914
shares
|
$676,543
0.02% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
2,907
shares
|
$674,918
0.23% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$674,453
0.06% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 14, 2025 Q4 2024 |
2,901
shares
|
$673,525
0.34% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
2,898
shares
|
$672,828
0.07% of portfolio
|
Q4 2024
Added 74.58%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,895
shares
|
$672,132
0.37% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
2,894
shares
|
$671,899
0.3% of portfolio
|
Q3 2024
Added 73.4%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,893
shares
|
$671,667
0.15% of portfolio
|
Q1 2023
Added 2.52%
|