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 2,400 institutions that hold shares in the stock, with a total of 184 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 |
|---|---|---|---|---|---|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
863
shares
|
$180,453
0.06% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
859
shares
|
$179,616
0.01% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
822
shares
|
$171,880
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
814
shares
|
$170,207
0.02% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Apr 28, 2025 Q1 2025 |
813
shares
|
$169,998
0.11% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
809
shares
|
$169,161
0.14% of portfolio
|
Q2 2023
Added 642.2%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
798
shares
|
$166,861
0.01% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
796
shares
|
$166,443
0.03% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
794
shares
|
$166,025
0.06% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
773
shares
|
$161,634
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
755
shares
|
$157,870
0.12% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
749
shares
|
$156,615
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
748
shares
|
$156,406
0.12% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
745
shares
|
$155,779
0.01% of portfolio
|
Q1 2025
Added 164.18%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Apr 18, 2025 Q1 2025 |
742
shares
|
$155,152
0.07% of portfolio
|
Q1 2025
Added 206.61%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
735
shares
|
$153,688
0.01% of portfolio
|
Q4 2023
Reduced 1.87%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
723
shares
|
$151,179
0.04% of portfolio
|
Q4 2024
Reduced 31.34%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
714
shares
|
$149,297
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
714
shares
|
$149,297
0.03% of portfolio
|
Q1 2025
Added 14.06%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
705
shares
|
$147,415
0.02% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
700
shares
|
$146,370
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
700
shares
|
$146,370
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
685
shares
|
$143,233
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
684
shares
|
$143,024
0.07% of portfolio
|
Q3 2024
Reduced 21.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
684
shares
|
$143,024
0.01% of portfolio
|
Q4 2024
Reduced 87.67%
|