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 2,309 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 $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 06, 2024 Q3 2024 |
24,648
shares
|
$5.69 Million
3.68% of portfolio
|
Q3 2024
Added 21.15%
|
|
|
Joseph P. Lucia & Associates, LLC
|
Jan 22, 2025 Q4 2024 |
24,418
shares
|
$5.64 Million
2.96% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
24,410
shares
|
$5.63 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
24,348
shares
|
$5.62 Million
2.5% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
24,322
shares
|
$5.61 Million
1.73% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
24,322
shares
|
$5.61 Million
0.38% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Innova Wealth Partners
|
Jan 07, 2025 Q4 2024 |
24,217
shares
|
$5.59 Million
3.91% of portfolio
|
Q4 2024
Added 50.3%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
24,042
shares
|
$5.55 Million
0.14% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
23,971
shares
|
$5.53 Million
1.07% of portfolio
|
Q3 2024
Reduced 8.99%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
23,833
shares
|
$5.5 Million
2.07% of portfolio
|
Q4 2024
Added 5.64%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
23,728
shares
|
$5.48 Million
0.35% of portfolio
|
Q4 2022
Added 559.11%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,660
shares
|
$5.46 Million
1.31% of portfolio
|
Q3 2022
Reduced 20.01%
|
|
|
Country Trust Bank
|
Jan 23, 2025 Q4 2024 |
23,508
shares
|
$5.43 Million
0.14% of portfolio
|
Q4 2024
Added 107.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,429
shares
|
$5.41 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.38%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
23,308
shares
|
$5.38 Million
0.65% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
23,299
shares
|
$5.38 Million
1.81% of portfolio
|
Q4 2024
Added 10.84%
|
|
|
K.J. Harrison & Partners Inc
|
Oct 24, 2024 Q3 2024 |
23,140
shares
|
$5.34 Million
0.86% of portfolio
|
Q2 2024
Added 2.34%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
23,136
shares
|
$5.34 Million
0.4% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
23,088
shares
|
$5.33 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,028
shares
|
$5.32 Million
0.41% of portfolio
|
Q4 2024
Added 116.08%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
23,012
shares
|
$5.31 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
22,936
shares
|
$5.29 Million
0.19% of portfolio
|
Q3 2024
Reduced 31.48%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
22,765
shares
|
$5.25 Million
1.79% of portfolio
|
Q4 2024
Added 12.1%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
22,685
shares
|
$5.24 Million
4.72% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Constitution Capital LLC
Shelton, CT |
Jan 15, 2025 Q4 2024 |
22,593
shares
|
$5.21 Million
2.96% of portfolio
|
Q4 2024
Added 13.18%
|