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 |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
308,277
shares
|
$71.3 Million
3.22% of portfolio
|
Q3 2024
Reduced 20.93%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
305,000
shares
|
$70.5 Million
1.78% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
292,400
shares
|
$67.6 Million
2.63% of portfolio
|
Q3 2024
Added 29.84%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
286,621
shares
|
$66.2 Million
2.91% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
286,589
shares
|
$66.2 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
280,654
shares
|
$64.9 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
269,905
shares
|
$62.4 Million
1.27% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
258,230
shares
|
$59.7 Million
2.82% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
Nov 04, 2024 Q3 2024 |
250,800
shares
|
$58 Million
7.77% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
246,737
shares
|
$57 Million
3.59% of portfolio
|
Q3 2024
Added 5.18%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
240,830
shares
|
$55.7 Million
1.22% of portfolio
|
Q3 2024
Added 18.43%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Oct 07, 2024 Q3 2024 |
226,145
shares
|
$52.3 Million
23.57% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Meitav Dash Investments LTD
|
Oct 28, 2024 Q3 2024 |
225,595
shares
|
$52.1 Million
0.88% of portfolio
|
Q3 2024
Reduced 7.01%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
218,416
shares
|
$50.5 Million
5.04% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
217,131
shares
|
$50.2 Million
0.23% of portfolio
|
Q2 2023
Reduced 92.1%
|
|
|
Evolution Wealth Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
212,447
shares
|
$49.1 Million
8.79% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
211,887
shares
|
$49 Million
0.21% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
211,091
shares
|
$48.8 Million
0.61% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
210,955
shares
|
$48.8 Million
2.51% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
210,763
shares
|
$48.7 Million
3.91% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Old National Bancorp
|
Oct 18, 2024 Q3 2024 |
209,419
shares
|
$48.4 Million
1.1% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
204,725
shares
|
$47.3 Million
0.36% of portfolio
|
Q3 2024
Added 17.17%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
201,654
shares
|
$46.6 Million
3.0% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
201,236
shares
|
$46.5 Million
0.18% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
200,766
shares
|
$46.4 Million
0.05% of portfolio
|
Q3 2024
Added 0.06%
|