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 |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
1,303
shares
|
$278,034
0.15% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Widmann Financial Services, Inc.
|
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$277,394
0.23% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
1,300
shares
|
$277,394
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jan 27, 2025 Q4 2024 |
1,300
shares
|
$277,394
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,298
shares
|
$276,967
0.03% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
1,294
shares
|
$276,113
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jan 30, 2025 Q4 2024 |
1,292
shares
|
$275,686
0.16% of portfolio
|
Q2 2024
Added 93.12%
|
|
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
Jan 03, 2024 Q4 2023 |
1,292
shares
|
$275,686
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
1,291
shares
|
$275,473
0.04% of portfolio
|
Q3 2024
Reduced 37.99%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,282
shares
|
$273,553
0.11% of portfolio
|
Q4 2024
Reduced 89.23%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
1,279
shares
|
$272,913
0.08% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
1,279
shares
|
$272,913
0.06% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
1,273
shares
|
$271,632
0.09% of portfolio
|
Q3 2024
Reduced 13.46%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
1,269
shares
|
$270,779
0.02% of portfolio
|
Q4 2024
Added 35.43%
|
|
|
Atlantic Union Bankshares Corp
|
Feb 07, 2025 Q4 2024 |
1,266
shares
|
$270,139
0.02% of portfolio
|
Q3 2024
Reduced 51.44%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
1,263
shares
|
$269,498
0.06% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
1,262
shares
|
$269,285
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,261
shares
|
$269,072
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,260
shares
|
$268,858
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
1,253
shares
|
$267,365
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
1,251
shares
|
$266,938
0.02% of portfolio
|
Q4 2024
Added 14.14%
|
|
|
Blodgett Wealth Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,250
shares
|
$266,725
0.23% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,249
shares
|
$266,511
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Feb 10, 2025 Q4 2024 |
1,246
shares
|
$265,871
0.19% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Feb 10, 2025 Q4 2024 |
1,243
shares
|
$265,231
0.02% of portfolio
|
Q4 2024
Added 0.08%
|