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 |
|---|---|---|---|---|---|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
1,551
shares
|
$360,095
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Asset Planning Services Inc
|
Jan 17, 2025 Q4 2024 |
1,550
shares
|
$359,863
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
1,550
shares
|
$359,863
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
1,550
shares
|
$359,863
0.02% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
1,550
shares
|
$359,863
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,548
shares
|
$359,399
0.19% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,541
shares
|
$357,773
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
1,530
shares
|
$355,220
0.08% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,529
shares
|
$354,987
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,520
shares
|
$352,898
0.11% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
1,518
shares
|
$352,434
0.07% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,516
shares
|
$351,969
0.06% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jan 16, 2025 Q4 2024 |
1,511
shares
|
$350,808
0.22% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
1,506
shares
|
$349,648
0.04% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,506
shares
|
$349,648
0.16% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
1,503
shares
|
$348,951
0.05% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$348,255
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Sky Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
1,497
shares
|
$347,558
0.07% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,483
shares
|
$344,308
0.05% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
1,478
shares
|
$343,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
1,478
shares
|
$343,147
0.02% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,475
shares
|
$342,450
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,471
shares
|
$341,522
0.05% of portfolio
|
Q4 2024
Added 111.35%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
1,466
shares
|
$340,361
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,459
shares
|
$338,736
0.14% of portfolio
|
Q3 2024
New holding
|