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 |
|---|---|---|---|---|---|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,231
shares
|
$284,127
0.03% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
1,230
shares
|
$283,896
0.04% of portfolio
|
Q3 2023
Reduced 12.14%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
1,227
shares
|
$283,203
0.03% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,226
shares
|
$282,973
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,225
shares
|
$282,742
0.14% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,223
shares
|
$282,280
0.08% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
1,220
shares
|
$281,588
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
1,219
shares
|
$281,357
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
360 Financial, Inc.
|
Nov 14, 2024 Q3 2024 |
1,218
shares
|
$281,126
0.1% of portfolio
|
Q3 2024
Reduced 52.5%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
1,212
shares
|
$279,741
0.01% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
1,206
shares
|
$278,356
0.02% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
1,205
shares
|
$278,126
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,204
shares
|
$277,895
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,203
shares
|
$277,664
0.03% of portfolio
|
Q4 2024
Added 25.84%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,203
shares
|
$277,664
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,200
shares
|
$276,972
0.13% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$276,972
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
1,196
shares
|
$276,048
0.08% of portfolio
|
Q3 2024
Reduced 16.36%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$274,663
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,185
shares
|
$273,509
0.01% of portfolio
|
Q3 2024
Added 45.22%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
1,184
shares
|
$273,279
0.07% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
1,180
shares
|
$272,355
0.03% of portfolio
|
Q2 2024
Reduced 4.07%
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jan 17, 2025 Q4 2024 |
1,180
shares
|
$272,355
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,179
shares
|
$272,124
0.01% of portfolio
|
Q3 2024
Reduced 8.89%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
1,174
shares
|
$270,970
0.02% of portfolio
|
Q3 2024
Reduced 0.25%
|