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 |
|---|---|---|---|---|---|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Nov 13, 2024 Q3 2024 |
1,340
shares
|
$309,285
0.1% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Oct 07, 2024 Q3 2024 |
1,337
shares
|
$308,592
0.09% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
1,335
shares
|
$308,131
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
1,333
shares
|
$307,669
0.25% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,328
shares
|
$306,515
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,328
shares
|
$306,515
0.02% of portfolio
|
Q2 2024
Added 12.45%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
1,327
shares
|
$306,284
0.1% of portfolio
|
Q4 2024
Reduced 26.85%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
1,325
shares
|
$305,823
0.06% of portfolio
|
Q3 2023
Reduced 7.99%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
1,323
shares
|
$305,361
0.12% of portfolio
|
Q4 2024
Added 29.58%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
1,323
shares
|
$305,361
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
1,320
shares
|
$304,669
0.02% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Regency Capital Management Inc.\De
|
Jan 21, 2025 Q4 2024 |
1,316
shares
|
$303,745
0.18% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
1,311
shares
|
$302,591
0.06% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
1,310
shares
|
$302,361
0.05% of portfolio
|
Q3 2024
Reduced 11.84%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
1,309
shares
|
$302,130
0.08% of portfolio
|
Q1 2024
Reduced 2.02%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
1,307
shares
|
$301,668
0.08% of portfolio
|
Q1 2022
Reduced 95.03%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
1,305
shares
|
$301,207
0.17% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
1,304
shares
|
$300,976
0.08% of portfolio
|
Q3 2024
Reduced 8.43%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,303
shares
|
$300,745
0.15% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Widmann Financial Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$300,053
0.22% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
1,300
shares
|
$300,053
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
1,300
shares
|
$300,053
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
1,294
shares
|
$298,668
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
1,293
shares
|
$298,437
0.08% of portfolio
|
Q3 2024
Added 13.92%
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,292
shares
|
$298,206
0.16% of portfolio
|
Q2 2024
Added 93.12%
|