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 |
|---|---|---|---|---|---|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
2,470
shares
|
$573,459
0.28% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
2,460
shares
|
$571,138
0.14% of portfolio
|
Q4 2023
Reduced 15.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
2,456
shares
|
$570,209
0.07% of portfolio
|
Q2 2024
Added 19.46%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,456
shares
|
$570,209
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,450
shares
|
$568,816
0.02% of portfolio
|
Q4 2022
Reduced 8.82%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,435
shares
|
$565,333
0.16% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,434
shares
|
$565,101
0.04% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
2,426
shares
|
$563,244
0.07% of portfolio
|
Q4 2024
Added 118.95%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,423
shares
|
$562,547
0.1% of portfolio
|
Q2 2021
Added 8.65%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,418
shares
|
$561,387
0.21% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,417
shares
|
$561,154
0.11% of portfolio
|
Q3 2024
Added 93.51%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$560,922
0.23% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,415
shares
|
$560,690
0.22% of portfolio
|
Q1 2022
Added 14.08%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
2,409
shares
|
$559,297
0.15% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,407
shares
|
$558,833
0.14% of portfolio
|
Q2 2023
Reduced 49.93%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
2,401
shares
|
$557,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,397
shares
|
$556,511
0.19% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,397
shares
|
$556,511
0.14% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
2,394
shares
|
$555,814
0.29% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Soa Wealth Advisors, Llc.
|
Jan 28, 2025 Q4 2024 |
2,393
shares
|
$555,582
0.1% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
2,390
shares
|
$554,886
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,381
shares
|
$552,796
0.21% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
2,379
shares
|
$552,332
0.02% of portfolio
|
Q4 2023
Reduced 80.95%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
2,375
shares
|
$551,403
0.03% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
2,359
shares
|
$547,689
0.33% of portfolio
|
Q3 2024
New holding
|