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 |
|---|---|---|---|---|---|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 14, 2025 Q4 2024 |
14,021
shares
|
$3.24 Million
0.52% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
13,998
shares
|
$3.23 Million
1.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
13,936
shares
|
$3.22 Million
1.09% of portfolio
|
Q4 2024
Reduced 10.49%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
13,878
shares
|
$3.2 Million
0.38% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
13,861
shares
|
$3.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
13,845
shares
|
$3.2 Million
0.78% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
13,836
shares
|
$3.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
13,810
shares
|
$3.19 Million
0.32% of portfolio
|
Q4 2024
Added 17.39%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
13,744
shares
|
$3.17 Million
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
13,722
shares
|
$3.17 Million
0.91% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
13,680
shares
|
$3.16 Million
0.25% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,601
shares
|
$3.14 Million
1.04% of portfolio
|
Q4 2024
Reduced 15.43%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
13,397
shares
|
$3.09 Million
0.31% of portfolio
|
Q2 2024
Added 810.74%
|
|
|
Hudson Value Partners, LLC
|
Jan 31, 2025 Q4 2024 |
13,382
shares
|
$3.09 Million
1.22% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Beech Hill Advisors, Inc.
|
Jan 14, 2025 Q4 2024 |
13,378
shares
|
$3.09 Million
1.2% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
13,368
shares
|
$3.09 Million
0.03% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,299
shares
|
$3.07 Million
0.11% of portfolio
|
Q2 2023
Reduced 7.02%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
13,297
shares
|
$3.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 6.0%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
13,285
shares
|
$3.07 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
13,281
shares
|
$3.07 Million
0.79% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
David J Yvars Group
|
Jan 13, 2025 Q4 2024 |
13,254
shares
|
$3.06 Million
1.99% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
13,240
shares
|
$3.06 Million
0.47% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,146
shares
|
$3.03 Million
0.04% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
13,110
shares
|
$3.03 Million
0.11% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
13,098
shares
|
$3.02 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.27%
|