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 2,374 institutions that hold shares in the stock, with a total of 181 Million shares, which have been reported (via 13F filing form) to have a value of $42.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
2,652
shares
|
$636,400
0.24% of portfolio
|
Q4 2024
Added 96.15%
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
2,648
shares
|
$635,440
0.18% of portfolio
|
Q4 2024
New holding
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
2,632
shares
|
$631,601
0.02% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
Wellington Shields & Co., LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
2,631
shares
|
$631,361
0.19% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
First Manhattan CO
New York, NY |
Feb 14, 2025 Q4 2024 |
2,631
shares
|
$631,361
0.0% of portfolio
|
Q1 2024
Added 12.87%
|
|
Arcus Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,621
shares
|
$628,961
0.23% of portfolio
|
Q4 2024
Added 195.82%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,620
shares
|
$628,721
0.18% of portfolio
|
Q4 2024
Added 1.08%
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
2,619
shares
|
$628,481
0.03% of portfolio
|
Q4 2024
Reduced 2.28%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
2,609
shares
|
$626,081
0.46% of portfolio
|
Q4 2024
Added 84.77%
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$625,841
0.61% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
Pb Mares Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
2,606
shares
|
$625,361
0.13% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
2,603
shares
|
$624,641
0.04% of portfolio
|
Q3 2024
Reduced 30.59%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,589
shares
|
$621,282
0.23% of portfolio
|
Q3 2024
New holding
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,583
shares
|
$619,842
0.46% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
Outlook Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,577
shares
|
$618,402
0.21% of portfolio
|
Q4 2024
Added 10.51%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
2,575
shares
|
$617,922
0.06% of portfolio
|
Q4 2024
New holding
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
2,574
shares
|
$617,682
0.46% of portfolio
|
Q4 2024
Added 9.11%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
2,574
shares
|
$617,682
0.3% of portfolio
|
Q4 2024
Added 6.01%
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
2,573
shares
|
$617,442
0.03% of portfolio
|
Q4 2024
Reduced 59.59%
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
2,565
shares
|
$615,523
0.27% of portfolio
|
Q4 2024
Added 0.31%
|
|
L & S Advisors Inc
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
2,565
shares
|
$615,523
0.08% of portfolio
|
Q4 2024
Reduced 5.8%
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,547
shares
|
$611,203
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
2,547
shares
|
$611,203
0.12% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
Bellecapital International Ltd.
|
Feb 06, 2025 Q4 2024 |
2,539
shares
|
$609,283
0.11% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,534
shares
|
$608,083
0.04% of portfolio
|
Q4 2024
Added 4.11%
|