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 |
|---|---|---|---|---|---|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
1,014
shares
|
$234,041
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Centerline Wealth Advisors, LLC
Louisville, KY |
Jan 28, 2025 Q4 2024 |
1,014
shares
|
$234,041
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,013
shares
|
$233,810
0.09% of portfolio
|
Q2 2024
Added 11.07%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
1,010
shares
|
$233,118
0.05% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$232,887
0.1% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
1,007
shares
|
$232,425
0.19% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$230,810
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
1,000
shares
|
$230,810
0.09% of portfolio
|
Q1 2024
Reduced 20.57%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$230,810
1.81% of portfolio
|
Q1 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$230,810
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$230,810
0.16% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
996
shares
|
$229,886
0.08% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
994
shares
|
$229,425
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jan 13, 2025 Q4 2024 |
994
shares
|
$229,425
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
993
shares
|
$229,194
0.02% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
988
shares
|
$228,040
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jan 21, 2025 Q4 2024 |
988
shares
|
$228,040
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
987
shares
|
$227,809
0.09% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
986
shares
|
$227,578
0.11% of portfolio
|
Q1 2024
Reduced 36.75%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
986
shares
|
$227,578
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
986
shares
|
$227,578
0.2% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
984
shares
|
$227,117
0.08% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
White Pine Investment CO
|
Jan 17, 2025 Q4 2024 |
983
shares
|
$226,886
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
983
shares
|
$226,886
0.03% of portfolio
|
Q1 2024
Added 34.11%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
981
shares
|
$226,424
0.02% of portfolio
|
Q4 2024
New holding
|