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 |
|---|---|---|---|---|---|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$394,689
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,699
shares
|
$394,456
0.04% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,697
shares
|
$393,992
0.3% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
1,696
shares
|
$393,760
0.0% of portfolio
|
Q3 2024
Added 100.71%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
1,691
shares
|
$392,599
0.2% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,688
shares
|
$391,902
0.03% of portfolio
|
Q2 2024
Reduced 12.17%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,687
shares
|
$391,670
0.04% of portfolio
|
Q4 2023
Reduced 5.01%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,669
shares
|
$387,491
0.04% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Clayton Financial Group LLC
St. Louis, MO |
Jan 27, 2025 Q4 2024 |
1,669
shares
|
$387,491
0.14% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
1,668
shares
|
$387,259
0.22% of portfolio
|
Q3 2023
Reduced 60.63%
|
|
|
Treynor Bancshares, Inc.
|
Nov 13, 2024 Q3 2024 |
1,666
shares
|
$386,795
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,665
shares
|
$386,563
0.05% of portfolio
|
Q4 2024
Reduced 33.95%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
1,662
shares
|
$385,866
0.15% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
1,661
shares
|
$385,634
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
1,649
shares
|
$382,848
0.16% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
1,648
shares
|
$382,616
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$382,383
0.22% of portfolio
|
Q3 2024
Added 78.25%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
1,644
shares
|
$381,687
0.05% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,640
shares
|
$380,758
0.05% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
1,638
shares
|
$380,294
0.02% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Syntrinsic LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,638
shares
|
$380,294
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
1,628
shares
|
$377,972
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
1,626
shares
|
$377,508
0.08% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
1,623
shares
|
$376,811
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
1,617
shares
|
$375,418
0.03% of portfolio
|
Q2 2024
Added 2.54%
|