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 2,309 institutions that hold shares in the stock, with a total of 172 Million shares, which have been reported (via 13F filing form) to have a value of $39.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
93,906
shares
|
$21.7 Million
0.6% of portfolio
|
Q3 2024
Added 318.48%
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
93,673
shares
|
$21.6 Million
1.81% of portfolio
|
Q2 2024
Reduced 46.84%
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
91,008
shares
|
$21 Million
2.4% of portfolio
|
Q4 2024
Added 0.11%
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
89,815
shares
|
$20.7 Million
3.31% of portfolio
|
Q4 2024
Added 1.84%
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
88,753
shares
|
$20.5 Million
2.05% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Rezny Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
88,597
shares
|
$20.5 Million
5.11% of portfolio
|
Q4 2024
Added 1.06%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
88,487
shares
|
$20.4 Million
1.56% of portfolio
|
N/A
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
88,317
shares
|
$20.4 Million
1.39% of portfolio
|
Q3 2024
Added 20.91%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
88,267
shares
|
$20.4 Million
1.08% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
87,438
shares
|
$20.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
86,029
shares
|
$19.9 Million
1.25% of portfolio
|
Q4 2024
Reduced 15.38%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
85,174
shares
|
$19.7 Million
0.55% of portfolio
|
Q3 2024
Added 4.86%
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
83,565
shares
|
$19.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
82,445
shares
|
$19 Million
6.06% of portfolio
|
Q4 2022
Added 18.37%
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
81,683
shares
|
$18.9 Million
3.32% of portfolio
|
Q1 2023
Added 1.0%
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
81,437
shares
|
$18.8 Million
1.5% of portfolio
|
Q3 2024
Added 1.11%
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
81,221
shares
|
$18.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 59.23%
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
80,741
shares
|
$18.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
80,194
shares
|
$18.5 Million
0.67% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
Tlwm
San Antonio, TX |
Jan 13, 2025 Q4 2024 |
79,883
shares
|
$18.5 Million
3.69% of portfolio
|
Q4 2024
New holding
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
79,637
shares
|
$18.4 Million
11.1% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
79,390
shares
|
$18.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
79,339
shares
|
$18.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
79,010
shares
|
$18.2 Million
2.67% of portfolio
|
Q4 2024
Added 3.83%
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
77,673
shares
|
$17.9 Million
1.43% of portfolio
|
Q4 2024
Reduced 1.33%
|