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 |
|---|---|---|---|---|---|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,292
shares
|
$298,206
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
1,291
shares
|
$297,975
0.01% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,290
shares
|
$297,744
0.03% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,288
shares
|
$297,283
0.11% of portfolio
|
Q3 2024
Added 8.05%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,266
shares
|
$292,205
0.02% of portfolio
|
Q3 2024
Reduced 51.44%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
1,263
shares
|
$291,513
0.06% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,262
shares
|
$291,282
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,261
shares
|
$291,051
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,260
shares
|
$290,820
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,258
shares
|
$290,358
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,253
shares
|
$289,204
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,250
shares
|
$288,512
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,248
shares
|
$288,050
0.16% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
1,246
shares
|
$287,589
0.23% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,245
shares
|
$287,358
0.02% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,245
shares
|
$287,358
0.17% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,242
shares
|
$286,666
0.26% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,242
shares
|
$286,666
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
1,242
shares
|
$286,666
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,241
shares
|
$286,435
0.04% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
1,238
shares
|
$285,742
0.1% of portfolio
|
Q2 2024
Reduced 25.15%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
1,236
shares
|
$285,281
0.16% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,235
shares
|
$285,050
0.07% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,234
shares
|
$284,819
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,231
shares
|
$284,127
0.09% of portfolio
|
Q2 2024
Added 131.83%
|