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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,888
shares
|
$670,506
0.03% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
2,882
shares
|
$669,113
0.41% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,870
shares
|
$666,327
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,868
shares
|
$665,863
0.25% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,861
shares
|
$664,238
0.19% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
O'Brien Wealth Partners LLC
|
Jan 28, 2025 Q4 2024 |
2,860
shares
|
$664,006
0.13% of portfolio
|
Q4 2024
Added 60.4%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$662,845
0.01% of portfolio
|
Q3 2024
Added 78.44%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,839
shares
|
$659,130
0.26% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,832
shares
|
$657,505
0.02% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,817
shares
|
$654,022
0.1% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
2,812
shares
|
$652,862
0.01% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
2,807
shares
|
$651,701
0.07% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
2,807
shares
|
$651,701
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
2,804
shares
|
$651,004
0.04% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,792
shares
|
$648,218
0.06% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jan 14, 2025 Q4 2024 |
2,792
shares
|
$648,218
0.2% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
|
Private Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
2,775
shares
|
$644,271
0.05% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,768
shares
|
$642,646
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
2,761
shares
|
$641,021
0.09% of portfolio
|
Q3 2024
Reduced 65.02%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
2,752
shares
|
$638,931
0.12% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
2,752
shares
|
$638,931
0.03% of portfolio
|
Q3 2024
Reduced 14.45%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,750
shares
|
$638,467
0.29% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
2,749
shares
|
$638,235
0.02% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
2,741
shares
|
$636,377
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
2,723
shares
|
$632,198
0.07% of portfolio
|
Q3 2024
Reduced 2.89%
|