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 |
---|---|---|---|---|---|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
400
shares
|
$83,640
0.03% of portfolio
|
Q4 2024
New holding
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
394
shares
|
$82,385
0.02% of portfolio
|
Q4 2024
New holding
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Apr 17, 2025 Q1 2025 |
393
shares
|
$82,176
0.02% of portfolio
|
Q1 2025
Added 3.97%
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
386
shares
|
$80,712
0.01% of portfolio
|
Q4 2024
Added 5.75%
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Apr 09, 2025 Q1 2025 |
385
shares
|
$80,503
0.08% of portfolio
|
Q1 2025
Added 19.57%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
381
shares
|
$79,667
0.01% of portfolio
|
Q1 2025
Added 27.0%
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Feb 14, 2025 Q4 2024 |
365
shares
|
$76,321
0.1% of portfolio
|
Q4 2024
Added 82.5%
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
361
shares
|
$75,485
0.05% of portfolio
|
Q3 2023
Reduced 32.77%
|
|
Cyrus J. Lawrence, LLC
|
Feb 11, 2025 Q4 2024 |
350
shares
|
$73,185
0.02% of portfolio
|
Q1 2022
New holding
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
348
shares
|
$72,766
0.06% of portfolio
|
Q4 2024
New holding
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
325
shares
|
$67,957
0.02% of portfolio
|
Q1 2024
Reduced 27.78%
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
318
shares
|
$66,493
0.04% of portfolio
|
Q3 2024
Added 16.06%
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
310
shares
|
$64,821
0.04% of portfolio
|
Q2 2024
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
310
shares
|
$64,821
0.02% of portfolio
|
Q3 2023
New holding
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
305
shares
|
$63,775
0.01% of portfolio
|
Q3 2024
New holding
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
305
shares
|
$63,775
0.01% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
300
shares
|
$62,730
0.03% of portfolio
|
Q2 2024
Reduced 65.71%
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
293
shares
|
$61,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
287
shares
|
$60,011
0.0% of portfolio
|
Q2 2024
Added 0.35%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
273
shares
|
$57,084
0.01% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
272
shares
|
$56,875
0.03% of portfolio
|
Q4 2022
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
272
shares
|
$56,875
0.03% of portfolio
|
Q1 2025
Reduced 66.42%
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
266
shares
|
$55,620
0.03% of portfolio
|
Q3 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
260
shares
|
$54,366
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
256
shares
|
$53,529
0.01% of portfolio
|
Q4 2024
New holding
|