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 |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
751
shares
|
$173,338
0.03% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
736
shares
|
$169,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
735
shares
|
$169,645
0.01% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
723
shares
|
$166,875
0.04% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
714
shares
|
$164,798
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
705
shares
|
$162,721
0.02% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
700
shares
|
$161,567
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
684
shares
|
$157,874
0.06% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Perkins Coie Trust CO
|
Jan 15, 2025 Q4 2024 |
666
shares
|
$153,719
0.04% of portfolio
|
Q3 2023
Added 879.41%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
655
shares
|
$151,180
0.03% of portfolio
|
Q3 2024
Added 24.52%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
648
shares
|
$149,564
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
642
shares
|
$148,180
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
640
shares
|
$147,718
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
635
shares
|
$146,564
0.05% of portfolio
|
Q2 2024
Added 64.94%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
622
shares
|
$143,563
0.1% of portfolio
|
Q1 2024
Reduced 48.07%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
620
shares
|
$143,102
0.07% of portfolio
|
Q3 2020
Reduced 13.89%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
615
shares
|
$141,948
0.01% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
613
shares
|
$141,486
0.04% of portfolio
|
Q4 2024
Reduced 52.11%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
600
shares
|
$138,486
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
600
shares
|
$138,486
0.01% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
599
shares
|
$138,255
0.1% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
592
shares
|
$136,639
0.1% of portfolio
|
Q2 2024
Reduced 58.16%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
579
shares
|
$133,638
0.08% of portfolio
|
Q2 2024
Added 44.03%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
578
shares
|
$133,408
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
577
shares
|
$133,177
0.03% of portfolio
|
Q3 2024
Reduced 41.48%
|