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 |
|---|---|---|---|---|---|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
942
shares
|
$217,423
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
937
shares
|
$216,268
0.02% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
936
shares
|
$216,038
0.13% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Jan 21, 2025 Q4 2024 |
930
shares
|
$214,653
0.12% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
928
shares
|
$214,191
0.02% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
927
shares
|
$213,960
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
925
shares
|
$213,499
0.05% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
925
shares
|
$213,499
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
925
shares
|
$213,499
0.06% of portfolio
|
Q3 2024
Reduced 41.9%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
922
shares
|
$212,806
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
921
shares
|
$212,576
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
921
shares
|
$212,576
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Wealth Management, LLC
De Pere, WI |
Jan 22, 2025 Q4 2024 |
919
shares
|
$212,114
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Namara Financial Services, Inc.
|
Jan 24, 2025 Q4 2024 |
915
shares
|
$211,191
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
913
shares
|
$210,729
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
910
shares
|
$210,037
0.1% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
909
shares
|
$209,806
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
909
shares
|
$209,806
0.01% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
908
shares
|
$209,575
0.02% of portfolio
|
Q4 2021
Reduced 1.84%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
906
shares
|
$209,113
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
906
shares
|
$209,113
0.06% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
903
shares
|
$208,421
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
903
shares
|
$208,421
0.12% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
902
shares
|
$208,190
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
901
shares
|
$207,959
0.02% of portfolio
|
Q4 2023
New holding
|