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 2,407 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 $40.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
33,992
shares
|
$7.53 Million
4.59% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
33,873
shares
|
$7.51 Million
0.85% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
33,543
shares
|
$7.43 Million
3.94% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Kanawha Capital Management LLC
|
Jan 30, 2025 Q4 2024 |
33,522
shares
|
$7.43 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
33,490
shares
|
$7.42 Million
1.71% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
33,204
shares
|
$7.36 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
33,039
shares
|
$7.32 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Mar 04, 2025 Q4 2024 |
32,958
shares
|
$7.3 Million
2.45% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
United Bank
|
Feb 12, 2025 Q4 2024 |
32,927
shares
|
$7.3 Million
3.27% of portfolio
|
Q4 2024
Added 10.64%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
32,862
shares
|
$7.28 Million
0.28% of portfolio
|
Q3 2023
Added 32.05%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Feb 03, 2025 Q4 2024 |
32,761
shares
|
$7.26 Million
3.09% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Imc Chicago, LLC
|
Jan 27, 2025 Q4 2024 |
32,739
shares
|
$7.25 Million
0.23% of portfolio
|
Q4 2024
Added 83.66%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
32,673
shares
|
$7.24 Million
0.86% of portfolio
|
Q4 2024
Added 221.46%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
32,638
shares
|
$7.23 Million
1.88% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
32,633
shares
|
$7.23 Million
2.69% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Trilogy Capital Inc.
|
Jan 27, 2025 Q4 2024 |
32,540
shares
|
$7.21 Million
0.4% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Klingenstein Fields & CO LP
|
Jan 30, 2025 Q4 2024 |
32,500
shares
|
$7.2 Million
0.31% of portfolio
|
Q4 2024
Reduced 60.36%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
32,486
shares
|
$7.2 Million
2.44% of portfolio
|
Q1 2024
New holding
|
|
|
Polianta LTD
|
Jan 16, 2025 Q4 2024 |
32,300
shares
|
$7.16 Million
3.59% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
32,271
shares
|
$7.15 Million
1.21% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
32,178
shares
|
$7.13 Million
0.06% of portfolio
|
Q4 2024
Added 20.68%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
32,023
shares
|
$7.1 Million
0.49% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
31,872
shares
|
$7.06 Million
0.07% of portfolio
|
Q3 2024
Added 103.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
31,862
shares
|
$7.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Loudon Investment Management, LLC
Meriden, NH |
Feb 11, 2025 Q4 2024 |
31,788
shares
|
$7.04 Million
4.22% of portfolio
|
Q4 2024
Reduced 0.22%
|