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 |
|---|---|---|---|---|---|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
1,242
shares
|
$265,017
0.26% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,242
shares
|
$265,017
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
1,241
shares
|
$264,804
0.05% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Jan 29, 2025 Q4 2024 |
1,238
shares
|
$264,164
0.1% of portfolio
|
Q2 2024
Reduced 25.15%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,236
shares
|
$263,737
0.05% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jan 28, 2025 Q4 2024 |
1,236
shares
|
$263,737
0.16% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,236
shares
|
$263,737
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
1,235
shares
|
$263,524
0.07% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
1,231
shares
|
$262,670
0.03% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
1,230
shares
|
$262,457
0.04% of portfolio
|
Q3 2023
Reduced 12.14%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
1,226
shares
|
$261,603
0.16% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
1,225
shares
|
$261,390
0.14% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
1,223
shares
|
$260,963
0.08% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
1,220
shares
|
$260,323
0.02% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
1,220
shares
|
$260,323
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
1,212
shares
|
$258,616
0.01% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jan 16, 2025 Q4 2024 |
1,206
shares
|
$257,336
0.02% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
1,205
shares
|
$257,122
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jan 29, 2025 Q4 2024 |
1,204
shares
|
$256,909
0.04% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,203
shares
|
$256,696
0.03% of portfolio
|
Q4 2024
Added 25.84%
|
|
|
Bayshore Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,200
shares
|
$256,056
0.13% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
1,198
shares
|
$255,629
0.03% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Mar 12, 2025 Q4 2024 |
1,190
shares
|
$253,922
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
1,185
shares
|
$252,855
0.01% of portfolio
|
Q3 2024
Added 45.22%
|
|
|
Summit Place Financial Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
1,185
shares
|
$252,855
0.17% of portfolio
|
Q4 2024
Reduced 4.82%
|