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 169 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,087
shares
|
$1.42 Million
0.09% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
6,067
shares
|
$1.42 Million
0.58% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6,066
shares
|
$1.42 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,064
shares
|
$1.42 Million
0.19% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
6,053
shares
|
$1.41 Million
0.29% of portfolio
|
Q3 2024
Added 14.71%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
6,024
shares
|
$1.41 Million
0.45% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Lodge Hill Capital, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,000
shares
|
$1.4 Million
0.42% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
5,996
shares
|
$1.4 Million
0.81% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
5,979
shares
|
$1.4 Million
1.15% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
5,967
shares
|
$1.39 Million
0.74% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
5,955
shares
|
$1.39 Million
0.5% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
5,930
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,906
shares
|
$1.38 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
5,875
shares
|
$1.37 Million
0.91% of portfolio
|
Q3 2024
Added 9.22%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
5,872
shares
|
$1.37 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
5,869
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2024
Added 29.62%
|
|
|
Esg Planning
Santa Clara, CA |
Nov 07, 2024 Q3 2024 |
5,865
shares
|
$1.37 Million
0.88% of portfolio
|
Q3 2024
Added 25.89%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 15, 2024 Q3 2024 |
5,865
shares
|
$1.37 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
5,844
shares
|
$1.37 Million
0.03% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
5,794
shares
|
$1.35 Million
0.87% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,784
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2022
Added 0.69%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
5,777
shares
|
$1.35 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
5,772
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
5,770
shares
|
$1.35 Million
0.06% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Independent Wealth Network Inc.
|
Oct 15, 2024 Q3 2024 |
5,769
shares
|
$1.35 Million
0.6% of portfolio
|
Q3 2024
Reduced 1.28%
|