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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jan 13, 2025 Q4 2024 |
1,456
shares
|
$336,059
0.05% of portfolio
|
Q2 2024
Added 28.17%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$335,828
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,454
shares
|
$335,597
0.09% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
1,449
shares
|
$334,443
0.12% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
My Personal Cfo, LLC
|
Jan 24, 2025 Q4 2024 |
1,446
shares
|
$333,751
0.18% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
1,440
shares
|
$332,366
0.16% of portfolio
|
Q2 2023
Added 16.41%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,437
shares
|
$331,673
0.12% of portfolio
|
Q4 2024
Added 20.25%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,435
shares
|
$331,212
0.08% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,432
shares
|
$330,519
0.15% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
1,432
shares
|
$330,519
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
1,427
shares
|
$329,365
0.02% of portfolio
|
Q2 2023
Added 16.39%
|
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
1,427
shares
|
$329,365
0.02% of portfolio
|
Q2 2023
Added 16.39%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Nov 25, 2024 Q3 2024 |
1,424
shares
|
$328,673
0.0% of portfolio
|
Q3 2024
Reduced 97.48%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,423
shares
|
$328,442
0.02% of portfolio
|
Q2 2023
Added 42.3%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
1,423
shares
|
$328,442
0.07% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
First American Bank
Dundee, IL |
Oct 24, 2024 Q3 2024 |
1,423
shares
|
$328,442
0.02% of portfolio
|
Q1 2024
Reduced 65.68%
|
|
|
Tufton Capital Management
|
Nov 08, 2024 Q3 2024 |
1,419
shares
|
$327,519
0.06% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 16, 2025 Q4 2024 |
1,416
shares
|
$326,826
0.24% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
1,412
shares
|
$325,903
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
1,407
shares
|
$324,749
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
1,406
shares
|
$324,518
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1,405
shares
|
$324,288
0.05% of portfolio
|
Q3 2024
Added 14.13%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
1,405
shares
|
$324,288
0.09% of portfolio
|
Q2 2024
Added 7.33%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
1,402
shares
|
$323,595
0.39% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
1,400
shares
|
$323,134
0.33% of portfolio
|
Q4 2024
Reduced 37.86%
|