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 2,415 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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
29,055
shares
|
$6.16 Million
3.06% of portfolio
|
Q4 2024
Reduced 4.5%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Feb 21, 2025 Q4 2024 |
29,006
shares
|
$6.15 Million
0.87% of portfolio
|
Q4 2024
Added 12.75%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
28,945
shares
|
$6.14 Million
0.6% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
28,877
shares
|
$6.13 Million
0.97% of portfolio
|
Q4 2024
Reduced 25.58%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jan 13, 2025 Q4 2024 |
28,848
shares
|
$6.12 Million
2.99% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
28,815
shares
|
$6.11 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
28,690
shares
|
$6.09 Million
0.71% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
28,662
shares
|
$6.08 Million
0.07% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
28,449
shares
|
$6.04 Million
1.54% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,401
shares
|
$6.03 Million
2.95% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28,287
shares
|
$6 Million
0.29% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
28,168
shares
|
$5.98 Million
1.23% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Fil LTD
Hamilton, D0 |
Feb 13, 2025 Q4 2024 |
28,130
shares
|
$5.97 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.89%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
28,086
shares
|
$5.96 Million
0.36% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Peterson Wealth Management
|
Feb 14, 2025 Q4 2024 |
28,041
shares
|
$5.95 Million
3.91% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
27,997
shares
|
$5.94 Million
0.54% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
27,966
shares
|
$5.93 Million
0.2% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
27,957
shares
|
$5.93 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
27,950
shares
|
$5.93 Million
4.96% of portfolio
|
Q4 2024
Added 13.4%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
27,729
shares
|
$5.88 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
27,676
shares
|
$5.87 Million
0.38% of portfolio
|
Q4 2024
Reduced 29.3%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
27,621
shares
|
$5.86 Million
0.48% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
27,500
shares
|
$5.83 Million
1.87% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Feb 05, 2025 Q4 2024 |
27,422
shares
|
$5.82 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
27,379
shares
|
$5.81 Million
0.16% of portfolio
|
Q4 2024
Added 1.99%
|