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 2,239 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
62,566
shares
|
$14.5 Million
0.21% of portfolio
|
Q3 2024
Added 12413.2%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
62,564
shares
|
$14.5 Million
1.72% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
62,514
shares
|
$14.4 Million
1.13% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
62,144
shares
|
$14.4 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.07%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
61,675
shares
|
$14.3 Million
5.46% of portfolio
|
Q3 2024
Added 14.74%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
61,180
shares
|
$14.1 Million
7.42% of portfolio
|
Q4 2022
Reduced 2.34%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
60,440
shares
|
$14 Million
1.05% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Leuthold Group, LLC
|
Oct 24, 2024 Q3 2024 |
60,440
shares
|
$14 Million
1.54% of portfolio
|
Q3 2024
Reduced 17.22%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
60,144
shares
|
$13.9 Million
0.27% of portfolio
|
Q3 2024
Added 73.66%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
60,000
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
59,625
shares
|
$13.8 Million
0.36% of portfolio
|
Q3 2024
Reduced 30.97%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
59,074
shares
|
$13.7 Million
3.92% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
58,862
shares
|
$13.6 Million
0.77% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
58,480
shares
|
$13.5 Million
0.14% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
58,094
shares
|
$13.4 Million
0.29% of portfolio
|
Q3 2024
Reduced 11.29%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
57,965
shares
|
$13.4 Million
1.26% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
57,843
shares
|
$13.4 Million
2.22% of portfolio
|
Q3 2024
Added 35.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
57,774
shares
|
$13.4 Million
2.85% of portfolio
|
Q2 2024
Added 4.04%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
57,648
shares
|
$13.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
57,541
shares
|
$13.3 Million
4.38% of portfolio
|
Q3 2024
Added 21.72%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
57,393
shares
|
$13.3 Million
1.07% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
56,833
shares
|
$13.1 Million
1.39% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
56,562
shares
|
$13.1 Million
1.44% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
56,373
shares
|
$13 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
56,356
shares
|
$13 Million
2.01% of portfolio
|
Q3 2024
Reduced 5.06%
|