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 2,444 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
19,436
shares
|
$4.92 Million
0.21% of portfolio
|
Q1 2025
Added 318.25%
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
19,398
shares
|
$4.91 Million
0.72% of portfolio
|
Q1 2025
Added 175.89%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
19,363
shares
|
$4.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.01%
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,226
shares
|
$4.86 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.91%
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
19,192
shares
|
$4.86 Million
2.4% of portfolio
|
Q1 2025
Added 3.49%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
19,146
shares
|
$4.84 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
19,100
shares
|
$4.83 Million
1.99% of portfolio
|
Q1 2025
New holding
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
19,014
shares
|
$4.81 Million
0.1% of portfolio
|
Q1 2025
Added 0.08%
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
18,969
shares
|
$4.8 Million
1.36% of portfolio
|
Q2 2025
Added 19.99%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
May 15, 2025 Q1 2025 |
18,954
shares
|
$4.8 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
18,952
shares
|
$4.79 Million
0.06% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
18,918
shares
|
$4.79 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
18,773
shares
|
$4.75 Million
0.1% of portfolio
|
Q1 2025
Added 2.12%
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
18,759
shares
|
$4.75 Million
0.31% of portfolio
|
Q2 2025
Added 73.18%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
18,756
shares
|
$4.75 Million
0.62% of portfolio
|
Q2 2025
Added 2.99%
|
|
Mizuho Markets Americas LLC
|
May 12, 2025 Q1 2025 |
18,748
shares
|
$4.74 Million
0.07% of portfolio
|
Q1 2025
Added 151.65%
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
18,748
shares
|
$4.74 Million
1.7% of portfolio
|
Q1 2025
Added 0.93%
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
18,701
shares
|
$4.73 Million
0.2% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
Fulcrum Equity Management
|
May 01, 2025 Q1 2025 |
18,699
shares
|
$4.73 Million
4.34% of portfolio
|
Q1 2025
Added 7.89%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
18,648
shares
|
$4.72 Million
0.45% of portfolio
|
Q1 2025
Added 4.9%
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
18,638
shares
|
$4.72 Million
2.48% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
18,515
shares
|
$4.68 Million
0.63% of portfolio
|
Q1 2025
Added 14.57%
|
|
Wespac Advisors So Cal, LLC
|
May 06, 2025 Q1 2025 |
18,476
shares
|
$4.67 Million
1.01% of portfolio
|
Q1 2025
Reduced 28.66%
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
18,462
shares
|
$4.67 Million
1.93% of portfolio
|
Q1 2025
Added 0.2%
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Apr 17, 2025 Q1 2025 |
18,440
shares
|
$4.67 Million
1.91% of portfolio
|
Q1 2025
Reduced 1.64%
|