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 |
|---|---|---|---|---|---|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
31,520
shares
|
$6.98 Million
3.66% of portfolio
|
Q4 2024
Added 12.02%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
31,123
shares
|
$6.9 Million
1.5% of portfolio
|
Q4 2024
Reduced 5.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
31,082
shares
|
$6.89 Million
0.26% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Innealta Capital, LLC
Austin, TX |
Feb 07, 2025 Q4 2024 |
31,077
shares
|
$6.89 Million
4.03% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
31,025
shares
|
$6.87 Million
0.15% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
30,914
shares
|
$6.85 Million
1.99% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Ameraudi Asset Management, Inc.
|
Feb 12, 2025 Q4 2024 |
30,891
shares
|
$6.84 Million
3.96% of portfolio
|
Q4 2024
Reduced 33.72%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Feb 10, 2025 Q4 2024 |
30,779
shares
|
$6.82 Million
0.26% of portfolio
|
Q4 2024
Added 3.75%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Feb 19, 2025 Q4 2024 |
30,610
shares
|
$6.78 Million
4.0% of portfolio
|
Q4 2024
New holding
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
30,559
shares
|
$6.77 Million
3.04% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
30,322
shares
|
$6.72 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Papp L Roy & Associates
|
Jan 29, 2025 Q4 2024 |
30,227
shares
|
$6.7 Million
0.87% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
30,200
shares
|
$6.69 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Cavalier Investments, LLC
|
Feb 04, 2025 Q4 2024 |
30,096
shares
|
$6.67 Million
2.37% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
30,087
shares
|
$6.67 Million
6.4% of portfolio
|
Q4 2024
New holding
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
30,007
shares
|
$6.65 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,949
shares
|
$6.64 Million
2.49% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
29,743
shares
|
$6.59 Million
0.02% of portfolio
|
Q4 2024
Added 444.64%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
29,735
shares
|
$6.59 Million
0.78% of portfolio
|
Q4 2022
Reduced 15.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
29,735
shares
|
$6.59 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
29,690
shares
|
$6.58 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
29,597
shares
|
$6.56 Million
0.55% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
29,286
shares
|
$6.49 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
29,061
shares
|
$6.44 Million
2.3% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
29,055
shares
|
$6.44 Million
3.06% of portfolio
|
Q4 2024
Reduced 4.5%
|