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 2,403 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $38.6 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
945
shares
|
$197,599
0.02% of portfolio
|
Q3 2024
Reduced 23.3%
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
942
shares
|
$196,972
0.29% of portfolio
|
Q1 2025
New holding
|
|
Brown Wealth Management, LLC
Naperville, IL |
Feb 13, 2025 Q4 2024 |
938
shares
|
$196,135
0.08% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
936
shares
|
$195,717
0.12% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
927
shares
|
$193,835
0.03% of portfolio
|
Q2 2024
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Apr 01, 2025 Q4 2024 |
925
shares
|
$193,417
0.06% of portfolio
|
Q4 2024
Added 2.1%
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
924
shares
|
$193,208
0.23% of portfolio
|
Q4 2024
Added 0.33%
|
|
Fi3 Financial Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
921
shares
|
$192,581
0.08% of portfolio
|
Q3 2024
New holding
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
913
shares
|
$190,908
0.15% of portfolio
|
Q4 2024
New holding
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
909
shares
|
$190,071
0.03% of portfolio
|
Q2 2024
New holding
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
909
shares
|
$190,071
0.01% of portfolio
|
Q4 2024
Reduced 10.09%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
908
shares
|
$189,862
0.02% of portfolio
|
Q4 2021
Reduced 1.84%
|
|
Fayez Sarofim & CO
Houston, TX |
Feb 14, 2025 Q4 2024 |
906
shares
|
$189,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
904
shares
|
$189,026
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
Avalon Trust CO
Santa Fe, NM |
Feb 10, 2025 Q4 2024 |
901
shares
|
$188,399
0.01% of portfolio
|
Q4 2023
New holding
|
|
Mitchell Sinkler & Starr
|
Feb 12, 2025 Q4 2024 |
900
shares
|
$188,190
0.06% of portfolio
|
Q2 2024
New holding
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
900
shares
|
$188,190
0.06% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
899
shares
|
$187,980
0.02% of portfolio
|
Q4 2024
New holding
|
|
Edgemoor Investment Advisors, Inc.
|
Feb 10, 2025 Q4 2024 |
895
shares
|
$187,144
0.02% of portfolio
|
Q4 2024
Reduced 44.06%
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
891
shares
|
$186,308
0.04% of portfolio
|
Q4 2024
Reduced 24.04%
|
|
Hamilton Point Investment Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
890
shares
|
$186,099
0.04% of portfolio
|
Q4 2024
Added 2.77%
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
885
shares
|
$185,053
0.04% of portfolio
|
Q3 2022
Added 97.1%
|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
875
shares
|
$182,962
0.1% of portfolio
|
Q4 2024
Reduced 13.28%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
869
shares
|
$181,707
0.04% of portfolio
|
Q4 2024
New holding
|
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
Feb 14, 2025 Q4 2024 |
864
shares
|
$180,662
0.15% of portfolio
|
Q4 2024
New holding
|