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 2,299 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 $40 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
1,769
shares
|
$410,708
0.08% of portfolio
|
Q2 2024
Added 14.94%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,769
shares
|
$410,708
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
1,767
shares
|
$410,244
0.06% of portfolio
|
Q3 2022
Reduced 17.31%
|
|
|
Home Federal Bank Of Tennessee
|
Jan 24, 2025 Q4 2024 |
1,760
shares
|
$408,619
0.12% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,758
shares
|
$408,154
0.34% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
1,757
shares
|
$407,922
0.18% of portfolio
|
Q4 2024
Added 17.13%
|
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,754
shares
|
$407,226
0.2% of portfolio
|
Q2 2024
Reduced 86.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,751
shares
|
$406,529
0.33% of portfolio
|
Q4 2022
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,748
shares
|
$405,833
0.04% of portfolio
|
Q1 2023
Reduced 9.71%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,746
shares
|
$405,368
0.09% of portfolio
|
Q2 2022
Added 1.57%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,746
shares
|
$405,368
0.14% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,746
shares
|
$405,368
0.16% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,746
shares
|
$405,368
0.19% of portfolio
|
Q1 2024
Reduced 6.43%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
1,738
shares
|
$403,511
0.0% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
1,733
shares
|
$402,350
0.1% of portfolio
|
Q3 2024
Reduced 26.97%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
1,733
shares
|
$402,350
0.2% of portfolio
|
Q3 2021
New holding
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
1,732
shares
|
$402,118
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,729
shares
|
$401,421
0.2% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
1,722
shares
|
$399,796
0.18% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,722
shares
|
$399,796
0.11% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,720
shares
|
$399,332
0.05% of portfolio
|
Q3 2024
Added 31.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,712
shares
|
$397,475
0.24% of portfolio
|
Q2 2024
Reduced 71.73%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,711
shares
|
$397,242
0.04% of portfolio
|
Q4 2024
Added 9.26%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
1,710
shares
|
$397,010
0.13% of portfolio
|
Q3 2024
Reduced 21.56%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,709
shares
|
$396,778
0.14% of portfolio
|
Q4 2024
Added 2.4%
|