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 2,417 institutions that hold shares in the stock, with a total of 182 Million shares, which have been reported (via 13F filing form) to have a value of $39.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
Feb 24, 2025 Q4 2024 |
1,758
shares
|
$377,811
0.43% of portfolio
|
Q4 2024
New holding
|
|
Lincoln Capital Corp
|
Jan 17, 2025 Q4 2024 |
1,757
shares
|
$377,596
0.18% of portfolio
|
Q4 2024
Added 17.13%
|
|
Hms Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
1,754
shares
|
$376,952
0.2% of portfolio
|
Q2 2024
Reduced 86.79%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,751
shares
|
$376,307
0.33% of portfolio
|
Q4 2022
New holding
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,748
shares
|
$375,662
0.04% of portfolio
|
Q1 2023
Reduced 9.71%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,746
shares
|
$375,232
0.09% of portfolio
|
Q2 2022
Added 1.57%
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
1,746
shares
|
$375,232
0.14% of portfolio
|
Q4 2024
Reduced 11.51%
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
1,746
shares
|
$375,232
0.16% of portfolio
|
Q4 2024
Added 1.81%
|
|
Blankinship & Foster, LLC
Solana Beach, CA |
Feb 07, 2025 Q4 2024 |
1,734
shares
|
$372,653
0.1% of portfolio
|
Q4 2024
New holding
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
1,733
shares
|
$372,439
0.21% of portfolio
|
Q3 2021
New holding
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
1,732
shares
|
$372,224
0.04% of portfolio
|
Q1 2023
New holding
|
|
Strong Box Wealth, LLC
|
Jan 14, 2025 Q4 2024 |
1,722
shares
|
$370,075
0.18% of portfolio
|
Q4 2024
Reduced 18.89%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
1,722
shares
|
$370,075
0.11% of portfolio
|
Q4 2024
Reduced 3.96%
|
|
Paragon Private Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
1,719
shares
|
$369,430
0.19% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
1,712
shares
|
$367,925
0.24% of portfolio
|
Q2 2024
Reduced 71.73%
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
1,711
shares
|
$367,711
0.04% of portfolio
|
Q4 2024
Added 9.26%
|
|
Adamsbrown Wealth Consultants LLC
|
Jan 24, 2025 Q4 2024 |
1,709
shares
|
$367,281
0.14% of portfolio
|
Q4 2024
Added 2.4%
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
1,706
shares
|
$366,636
0.07% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
1,705
shares
|
$366,421
0.31% of portfolio
|
Q4 2024
New holding
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
1,700
shares
|
$365,347
0.0% of portfolio
|
Q4 2020
New holding
|
|
Novus Advisors, LLC
Greenville, SC |
Feb 06, 2025 Q4 2024 |
1,700
shares
|
$365,347
0.39% of portfolio
|
Q4 2024
New holding
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
1,699
shares
|
$365,132
0.04% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
1,697
shares
|
$364,702
0.3% of portfolio
|
Q4 2024
Added 8.5%
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
1,687
shares
|
$362,553
0.04% of portfolio
|
Q4 2023
Reduced 5.01%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,669
shares
|
$358,684
0.04% of portfolio
|
Q2 2024
Added 0.06%
|