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 |
|---|---|---|---|---|---|
|
Compass Financial Services Inc
West Des Moines, IA |
Jan 28, 2025 Q4 2024 |
981
shares
|
$226,424
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
977
shares
|
$225,501
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
977
shares
|
$225,501
0.01% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
977
shares
|
$225,501
0.06% of portfolio
|
Q4 2024
Added 15.35%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
975
shares
|
$225,039
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
974
shares
|
$224,808
0.06% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
971
shares
|
$224,116
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
968
shares
|
$223,424
0.12% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Wealth Effects LLC
|
Jan 22, 2025 Q4 2024 |
967
shares
|
$223,193
0.09% of portfolio
|
Q4 2024
Reduced 15.62%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
963
shares
|
$222,270
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
963
shares
|
$222,270
0.12% of portfolio
|
Q1 2024
Reduced 49.55%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
961
shares
|
$221,808
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
960
shares
|
$221,577
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Management Group Inc
|
Jan 27, 2025 Q4 2024 |
958
shares
|
$221,115
0.01% of portfolio
|
Q4 2024
Reduced 12.59%
|
|
|
Pinnacle Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
957
shares
|
$220,885
0.26% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
956
shares
|
$220,654
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
956
shares
|
$220,654
0.14% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Oct 22, 2024 Q3 2024 |
955
shares
|
$220,423
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
952
shares
|
$219,731
0.08% of portfolio
|
Q1 2024
Reduced 9.51%
|
|
|
Q3 Asset Management
|
Jan 24, 2025 Q4 2024 |
952
shares
|
$219,731
0.14% of portfolio
|
Q4 2024
Reduced 43.74%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
951
shares
|
$219,500
0.02% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
950
shares
|
$219,269
0.06% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
950
shares
|
$219,269
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
948
shares
|
$218,807
0.01% of portfolio
|
Q3 2024
Reduced 61.16%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
945
shares
|
$218,115
0.02% of portfolio
|
Q3 2024
Reduced 23.3%
|