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 2,404 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $40.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Feb 13, 2025 Q4 2024 |
60
shares
|
$13,355
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
58
shares
|
$12,910
0.0% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
57
shares
|
$12,687
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
56
shares
|
$12,465
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Feb 11, 2025 Q4 2024 |
56
shares
|
$12,465
0.0% of portfolio
|
Q1 2024
Reduced 80.42%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
51
shares
|
$11,352
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
47
shares
|
$10,461
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
46
shares
|
$10,239
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
45
shares
|
$10,016
0.01% of portfolio
|
Q4 2024
Added 9.76%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$9,793
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
40
shares
|
$8,903
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
38
shares
|
$8,458
0.0% of portfolio
|
Q4 2023
Reduced 30.91%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
35
shares
|
$7,790
0.0% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
33
shares
|
$7,345
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
31
shares
|
$6,900
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
30
shares
|
$6,677
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
30
shares
|
$6,677
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
29
shares
|
$6,455
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
27
shares
|
$6,009
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
26
shares
|
$5,787
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
26
shares
|
$5,787
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
25
shares
|
$5,564
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
25
shares
|
$5,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
24
shares
|
$5,342
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
24
shares
|
$5,342
0.0% of portfolio
|
Q1 2024
Reduced 78.76%
|