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 |
|---|---|---|---|---|---|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
2,134
shares
|
$495,450
0.09% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,133
shares
|
$495,218
0.08% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
2,129
shares
|
$494,289
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
2,128
shares
|
$494,057
0.06% of portfolio
|
Q4 2024
Reduced 91.64%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
2,126
shares
|
$493,593
0.09% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Stanich Group LLC
Montauk, NY |
Jan 30, 2025 Q4 2024 |
2,119
shares
|
$491,968
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
2,108
shares
|
$489,414
0.16% of portfolio
|
Q4 2022
Reduced 8.63%
|
|
|
Btr Capital Management Inc
|
Oct 12, 2022 Q3 2022 |
2,100
shares
|
$487,557
0.04% of portfolio
|
Q4 2021
Reduced 25.0%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,100
shares
|
$487,557
0.03% of portfolio
|
Q3 2023
Added 28.44%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 15, 2024 Q3 2024 |
2,088
shares
|
$484,770
0.04% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
2,082
shares
|
$483,377
0.01% of portfolio
|
Q3 2023
Reduced 36.81%
|
|
|
Signal Point Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,079
shares
|
$482,681
0.13% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Jan 16, 2025 Q4 2024 |
2,077
shares
|
$482,217
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,062
shares
|
$478,734
0.08% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,058
shares
|
$477,805
0.0% of portfolio
|
Q2 2024
Added 49.02%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,058
shares
|
$477,805
0.13% of portfolio
|
Q3 2023
Added 63.72%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,058
shares
|
$477,805
0.29% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,056
shares
|
$477,341
0.09% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 14, 2025 Q4 2024 |
2,055
shares
|
$477,109
0.2% of portfolio
|
Q4 2024
Added 27.32%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,054
shares
|
$476,877
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
2,050
shares
|
$475,948
0.18% of portfolio
|
Q2 2024
Reduced 98.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,047
shares
|
$475,251
0.06% of portfolio
|
Q4 2023
Added 17.58%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,045
shares
|
$474,787
0.14% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$474,091
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
2,035
shares
|
$472,465
0.18% of portfolio
|
Q3 2024
Added 2.01%
|