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 2,412 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 $39.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
19,866
shares
|
$4.34 Million
2.19% of portfolio
|
Q4 2024
Added 58.98%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
19,725
shares
|
$4.31 Million
1.81% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,723
shares
|
$4.31 Million
0.27% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
19,670
shares
|
$4.3 Million
0.16% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
19,639
shares
|
$4.29 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
19,633
shares
|
$4.29 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Monument Capital Management
|
Jan 30, 2025 Q4 2024 |
19,551
shares
|
$4.27 Million
1.27% of portfolio
|
Q4 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
19,548
shares
|
$4.27 Million
0.72% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
19,547
shares
|
$4.27 Million
0.16% of portfolio
|
Q4 2024
Added 31.0%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
19,521
shares
|
$4.27 Million
0.72% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
19,506
shares
|
$4.26 Million
0.59% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,499
shares
|
$4.26 Million
0.07% of portfolio
|
Q4 2024
Added 18.93%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
19,499
shares
|
$4.26 Million
0.18% of portfolio
|
Q4 2024
Reduced 79.24%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,464
shares
|
$4.25 Million
1.75% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
19,431
shares
|
$4.25 Million
0.06% of portfolio
|
Q4 2024
Reduced 28.4%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
19,343
shares
|
$4.23 Million
0.75% of portfolio
|
Q4 2024
Added 16.47%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
19,327
shares
|
$4.22 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
19,316
shares
|
$4.22 Million
0.23% of portfolio
|
Q1 2024
Reduced 15.63%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
19,280
shares
|
$4.21 Million
0.04% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
19,246
shares
|
$4.21 Million
0.04% of portfolio
|
Q4 2024
Added 1.51%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,226
shares
|
$4.2 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.91%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
19,190
shares
|
$4.19 Million
1.71% of portfolio
|
Q4 2024
Added 39.23%
|
|
|
American Money Management, LLC
|
Feb 12, 2025 Q4 2024 |
19,102
shares
|
$4.17 Million
0.88% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Iron Bridge Private Wealth, LLC
|
Feb 13, 2025 Q4 2024 |
19,049
shares
|
$4.16 Million
1.7% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
18,999
shares
|
$4.15 Million
0.11% of portfolio
|
Q4 2024
Added 0.07%
|