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 2,241 institutions that hold shares in the stock, with a total of 169 Million shares, which have been reported (via 13F filing form) to have a value of $40.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
37,949
shares
|
$9.07 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Oct 24, 2024 Q3 2024 |
37,898
shares
|
$9.06 Million
5.96% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Estate Counselors, LLC
|
Nov 12, 2024 Q3 2024 |
37,824
shares
|
$9.04 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 23, 2024 Q3 2024 |
37,408
shares
|
$8.94 Million
5.32% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
37,396
shares
|
$8.94 Million
0.77% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
37,109
shares
|
$8.87 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.0%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
37,028
shares
|
$8.85 Million
1.88% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
36,718
shares
|
$8.78 Million
0.68% of portfolio
|
Q3 2024
Added 46.4%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
36,310
shares
|
$8.68 Million
0.15% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
36,127
shares
|
$8.64 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
36,089
shares
|
$8.63 Million
1.65% of portfolio
|
Q3 2024
Added 160.06%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
36,076
shares
|
$8.62 Million
2.83% of portfolio
|
Q2 2024
Reduced 10.08%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
35,769
shares
|
$8.55 Million
2.55% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
35,657
shares
|
$8.52 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,575
shares
|
$8.5 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
35,536
shares
|
$8.49 Million
0.49% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
35,408
shares
|
$8.46 Million
0.59% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
35,336
shares
|
$8.45 Million
3.83% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
35,251
shares
|
$8.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
35,142
shares
|
$8.4 Million
0.56% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
35,128
shares
|
$8.4 Million
0.92% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
35,065
shares
|
$8.38 Million
2.55% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
34,917
shares
|
$8.35 Million
0.45% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
34,768
shares
|
$8.31 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
34,719
shares
|
$8.3 Million
2.2% of portfolio
|
Q3 2024
Reduced 5.32%
|