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 |
|---|---|---|---|---|---|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
554
shares
|
$127,868
0.06% of portfolio
|
Q4 2024
Added 56.5%
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
546
shares
|
$126,022
0.02% of portfolio
|
Q4 2024
Reduced 75.79%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
542
shares
|
$125,099
0.02% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
539
shares
|
$124,406
0.02% of portfolio
|
Q3 2023
Reduced 3.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
531
shares
|
$122,560
0.02% of portfolio
|
Q3 2024
Added 68.57%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
517
shares
|
$119,328
0.03% of portfolio
|
Q4 2024
Reduced 29.08%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
513
shares
|
$118,405
0.09% of portfolio
|
Q4 2018
Added 905.88%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
508
shares
|
$117,251
0.03% of portfolio
|
Q4 2023
Reduced 12.86%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
505
shares
|
$116,559
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
502
shares
|
$115,866
0.03% of portfolio
|
Q4 2024
Reduced 3.09%
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
500
shares
|
$115,405
0.09% of portfolio
|
Q4 2018
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
490
shares
|
$113,096
0.04% of portfolio
|
Q2 2023
Reduced 23.79%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
480
shares
|
$110,788
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
479
shares
|
$110,557
0.03% of portfolio
|
Q1 2024
Reduced 78.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
475
shares
|
$109,634
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
463
shares
|
$106,865
0.0% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
462
shares
|
$106,634
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
458
shares
|
$105,710
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
440
shares
|
$101,556
0.04% of portfolio
|
Q4 2024
Reduced 63.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
440
shares
|
$101,556
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
430
shares
|
$99,248
0.03% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
429
shares
|
$99,017
0.08% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
425
shares
|
$98,094
0.04% of portfolio
|
Q2 2024
Added 3763.64%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
414
shares
|
$95,555
0.0% of portfolio
|
Q3 2024
Added 817.63%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
413
shares
|
$95,324
0.01% of portfolio
|
Q4 2023
Reduced 4.84%
|