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 $38.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
1,142
shares
|
$235,685
0.06% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
1,135
shares
|
$234,241
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,135
shares
|
$234,241
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
Jan 17, 2025 Q4 2024 |
1,128
shares
|
$232,796
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Jan 22, 2025 Q4 2024 |
1,126
shares
|
$232,383
0.22% of portfolio
|
Q2 2024
Reduced 15.36%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Feb 10, 2025 Q4 2024 |
1,126
shares
|
$232,383
0.15% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,125
shares
|
$232,177
0.14% of portfolio
|
Q3 2024
Added 8.17%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Jan 15, 2025 Q4 2024 |
1,122
shares
|
$231,558
0.17% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
1,121
shares
|
$231,351
0.1% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
1,117
shares
|
$230,526
0.07% of portfolio
|
Q4 2024
Added 5.08%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
1,114
shares
|
$229,907
0.09% of portfolio
|
Q4 2024
Added 4.6%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,114
shares
|
$229,907
0.02% of portfolio
|
Q4 2024
Reduced 15.09%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
1,110
shares
|
$229,081
0.03% of portfolio
|
Q4 2024
Added 8.61%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
1,104
shares
|
$227,843
0.13% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
1,103
shares
|
$227,637
0.18% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
1,102
shares
|
$227,430
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cfo4 Life Group, LLC
|
Feb 10, 2025 Q4 2024 |
1,100
shares
|
$227,018
0.05% of portfolio
|
Q3 2024
Reduced 34.72%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
1,092
shares
|
$225,366
0.05% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Long Island Wealth Management, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
1,091
shares
|
$225,160
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,089
shares
|
$224,747
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jan 21, 2025 Q4 2024 |
1,087
shares
|
$224,335
0.05% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
1,084
shares
|
$223,715
0.02% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,083
shares
|
$223,509
0.04% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 22, 2025 Q4 2024 |
1,080
shares
|
$222,890
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Advisory Resource Group
|
Jan 28, 2025 Q4 2024 |
1,078
shares
|
$222,477
0.06% of portfolio
|
Q4 2024
Reduced 14.92%
|