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 |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
275
shares
|
$63,472
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
273
shares
|
$63,011
0.01% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
272
shares
|
$62,780
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jan 27, 2025 Q4 2024 |
266
shares
|
$61,395
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
260
shares
|
$60,010
0.01% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
256
shares
|
$59,087
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
251
shares
|
$57,933
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
248
shares
|
$57,240
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
246
shares
|
$56,779
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
245
shares
|
$56,548
0.02% of portfolio
|
Q3 2024
Reduced 82.25%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
244
shares
|
$56,317
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
242
shares
|
$55,856
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
242
shares
|
$55,856
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
242
shares
|
$55,856
0.03% of portfolio
|
Q1 2023
Added 13.64%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
238
shares
|
$54,932
0.02% of portfolio
|
Q4 2024
Reduced 64.26%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
233
shares
|
$53,778
0.1% of portfolio
|
Q2 2022
Reduced 93.64%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
229
shares
|
$52,855
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
229
shares
|
$52,855
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
223
shares
|
$51,470
0.04% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
220
shares
|
$50,778
0.01% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Tlw Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
218
shares
|
$50,316
0.03% of portfolio
|
Q2 2024
Reduced 8.79%
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jan 28, 2025 Q4 2024 |
218
shares
|
$50,316
0.02% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
217
shares
|
$50,085
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
216
shares
|
$49,854
0.02% of portfolio
|
Q4 2024
Reduced 31.43%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
212
shares
|
$48,931
0.01% of portfolio
|
Q4 2021
New holding
|