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 |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
58
shares
|
$12,127
0.0% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
57
shares
|
$11,918
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
56
shares
|
$11,709
0.0% of portfolio
|
Q1 2024
Reduced 80.42%
|
|
|
Core Alternative Capital
|
Apr 29, 2025 Q1 2025 |
55
shares
|
$11,500
0.0% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
54
shares
|
$11,291
0.01% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
53
shares
|
$11,082
0.0% of portfolio
|
Q1 2025
Reduced 66.88%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
51
shares
|
$10,664
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
47
shares
|
$9,827
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
46
shares
|
$9,618
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$9,200
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
40
shares
|
$8,364
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Feb 07, 2025 Q4 2024 |
35
shares
|
$7,318
0.0% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
33
shares
|
$6,900
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
31
shares
|
$6,482
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
30
shares
|
$6,273
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
30
shares
|
$6,273
0.01% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Advantage Trust CO
Salina, KS |
Feb 03, 2025 Q4 2024 |
29
shares
|
$6,063
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
27
shares
|
$5,645
0.0% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
26
shares
|
$5,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2025 Q4 2024 |
25
shares
|
$5,227
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
25
shares
|
$5,227
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
24
shares
|
$5,018
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
24
shares
|
$5,018
0.0% of portfolio
|
Q1 2024
Reduced 78.76%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
22
shares
|
$4,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 16, 2025 Q1 2025 |
22
shares
|
$4,600
0.0% of portfolio
|
Q4 2023
New holding
|