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 |
|---|---|---|---|---|---|
|
Ims Capital Management
|
Jan 29, 2025 Q4 2024 |
1,617
shares
|
$375,418
0.18% of portfolio
|
Q4 2024
Added 1.06%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
1,613
shares
|
$374,490
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,611
shares
|
$374,025
0.17% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,609
shares
|
$373,561
0.01% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
1,607
shares
|
$373,097
0.2% of portfolio
|
Q1 2024
Added 83.24%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
1,605
shares
|
$372,632
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
1,600
shares
|
$371,472
0.03% of portfolio
|
Q3 2024
Added 78.77%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
1,597
shares
|
$370,775
0.01% of portfolio
|
Q3 2024
Added 11.44%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,597
shares
|
$370,775
0.29% of portfolio
|
Q1 2024
Reduced 15.81%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,595
shares
|
$370,311
0.14% of portfolio
|
Q3 2024
Reduced 4.78%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,586
shares
|
$368,221
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,583
shares
|
$367,525
0.05% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,580
shares
|
$366,828
0.12% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
1,576
shares
|
$365,899
0.06% of portfolio
|
Q2 2024
Reduced 9.58%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
1,575
shares
|
$365,667
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,570
shares
|
$364,506
0.01% of portfolio
|
Q4 2024
Reduced 11.75%
|
|
|
Howard Financial Services, Ltd.
|
Jan 15, 2025 Q4 2024 |
1,569
shares
|
$364,274
0.05% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,568
shares
|
$364,042
0.0% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
1,562
shares
|
$362,649
0.07% of portfolio
|
Q4 2024
Reduced 14.78%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
1,561
shares
|
$362,417
0.15% of portfolio
|
Q4 2024
Added 136.16%
|
|
|
N.E.W. Advisory Services LLC
|
Jan 23, 2025 Q4 2024 |
1,559
shares
|
$361,953
0.04% of portfolio
|
Q4 2024
Added 45.16%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
1,559
shares
|
$361,953
0.18% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
1,557
shares
|
$361,488
0.01% of portfolio
|
Q3 2024
Added 35.16%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
1,555
shares
|
$361,024
0.14% of portfolio
|
Q2 2024
Reduced 14.14%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
1,552
shares
|
$360,327
0.07% of portfolio
|
Q2 2023
Added 15.22%
|