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 |
|---|---|---|---|---|---|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,574
shares
|
$597,605
0.3% of portfolio
|
Q4 2024
Added 6.01%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,557
shares
|
$593,658
0.31% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,547
shares
|
$591,336
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
2,547
shares
|
$591,336
0.12% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
2,541
shares
|
$589,943
0.37% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,531
shares
|
$587,622
0.09% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,523
shares
|
$585,764
0.13% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,521
shares
|
$585,300
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,518
shares
|
$584,604
0.06% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
2,517
shares
|
$584,371
0.18% of portfolio
|
Q4 2024
Reduced 80.5%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,516
shares
|
$584,139
0.03% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Jan 31, 2025 Q4 2024 |
2,516
shares
|
$584,139
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
2,514
shares
|
$583,675
0.46% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
2,505
shares
|
$581,585
0.04% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
2,504
shares
|
$581,353
0.05% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,502
shares
|
$580,889
0.07% of portfolio
|
Q3 2024
Reduced 5.9%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
2,500
shares
|
$580,425
0.06% of portfolio
|
Q3 2019
New holding
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
2,500
shares
|
$580,425
0.09% of portfolio
|
Q1 2022
Reduced 41.9%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$580,425
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
2,487
shares
|
$577,406
0.22% of portfolio
|
Q3 2023
Reduced 21.96%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jan 24, 2025 Q4 2024 |
2,487
shares
|
$577,406
0.23% of portfolio
|
Q4 2024
Added 2.56%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
2,485
shares
|
$576,942
0.29% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,477
shares
|
$575,085
0.32% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,477
shares
|
$575,085
0.4% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,474
shares
|
$574,388
0.09% of portfolio
|
Q4 2022
Reduced 3.25%
|