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 |
|---|---|---|---|---|---|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
1,830
shares
|
$424,871
0.06% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
1,829
shares
|
$424,638
0.11% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,829
shares
|
$424,638
0.12% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
1,827
shares
|
$424,174
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
1,826
shares
|
$423,942
0.39% of portfolio
|
Q3 2024
Reduced 49.18%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
1,822
shares
|
$423,013
0.31% of portfolio
|
Q3 2024
Reduced 41.13%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jan 14, 2025 Q4 2024 |
1,814
shares
|
$421,156
0.07% of portfolio
|
Q4 2024
Reduced 18.03%
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,810
shares
|
$420,227
0.05% of portfolio
|
Q4 2020
Reduced 48.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
1,810
shares
|
$420,227
0.2% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
1,808
shares
|
$419,763
0.06% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Jan 15, 2025 Q4 2024 |
1,806
shares
|
$419,299
0.1% of portfolio
|
Q3 2023
Added 0.22%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
1,800
shares
|
$417,906
0.19% of portfolio
|
Q1 2023
Reduced 10.0%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
1,800
shares
|
$417,906
0.03% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,799
shares
|
$417,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,797
shares
|
$417,209
0.12% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
1,793
shares
|
$416,280
0.05% of portfolio
|
Q2 2024
Reduced 7.72%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
1,790
shares
|
$415,584
0.04% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,784
shares
|
$414,191
0.31% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
1,780
shares
|
$413,262
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Jan 28, 2025 Q4 2024 |
1,779
shares
|
$413,030
0.25% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
1,778
shares
|
$412,798
0.1% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
1,777
shares
|
$412,566
0.08% of portfolio
|
Q4 2024
Added 22.21%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,773
shares
|
$411,637
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,772
shares
|
$411,405
0.11% of portfolio
|
Q4 2020
Reduced 2.85%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
1,771
shares
|
$411,173
0.11% of portfolio
|
Q4 2024
Reduced 0.34%
|