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 |
|---|---|---|---|---|---|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
18,452
shares
|
$4.26 Million
0.41% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Feb 03, 2025 Q4 2024 |
18,446
shares
|
$4.26 Million
3.91% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
18,425
shares
|
$4.25 Million
2.17% of portfolio
|
Q4 2024
New holding
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
18,332
shares
|
$4.23 Million
0.84% of portfolio
|
Q3 2024
Added 30.77%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
18,228
shares
|
$4.21 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
18,181
shares
|
$4.2 Million
0.32% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
18,150
shares
|
$4.19 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
18,142
shares
|
$4.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jan 31, 2025 Q4 2024 |
17,967
shares
|
$4.15 Million
2.31% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
17,897
shares
|
$4.13 Million
2.16% of portfolio
|
Q4 2024
Added 3.09%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
17,876
shares
|
$4.13 Million
1.74% of portfolio
|
Q4 2024
Added 47.01%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
17,863
shares
|
$4.12 Million
0.42% of portfolio
|
Q3 2024
Added 12.52%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Jan 31, 2025 Q4 2024 |
17,774
shares
|
$4.1 Million
3.35% of portfolio
|
Q4 2024
Added 26.85%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
17,735
shares
|
$4.09 Million
2.37% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
17,721
shares
|
$4.09 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
Oct 29, 2024 Q3 2024 |
17,663
shares
|
$4.08 Million
2.87% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
17,629
shares
|
$4.07 Million
0.29% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
17,585
shares
|
$4.06 Million
1.07% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 12, 2024 Q3 2024 |
17,548
shares
|
$4.05 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
17,545
shares
|
$4.05 Million
0.52% of portfolio
|
Q3 2024
Added 130.61%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
17,499
shares
|
$4.04 Million
1.15% of portfolio
|
Q3 2022
Added 161.18%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
17,087
shares
|
$3.94 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jan 17, 2025 Q4 2024 |
17,020
shares
|
$3.93 Million
1.27% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,004
shares
|
$3.92 Million
0.14% of portfolio
|
Q3 2024
Added 112.66%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,995
shares
|
$3.92 Million
0.01% of portfolio
|
Q3 2024
New holding
|