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 |
---|---|---|---|---|---|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
4,650
shares
|
$1.09 Million
0.1% of portfolio
|
Q2 2024
Reduced 26.83%
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
4,635
shares
|
$1.08 Million
0.26% of portfolio
|
Q3 2024
Added 0.09%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
4,622
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 13.26%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,621
shares
|
$1.08 Million
0.04% of portfolio
|
Q4 2022
Reduced 14.2%
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,616
shares
|
$1.08 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
4,615
shares
|
$1.08 Million
0.1% of portfolio
|
Q3 2024
Added 32.73%
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
4,610
shares
|
$1.08 Million
0.19% of portfolio
|
Q3 2024
Added 3.25%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,609
shares
|
$1.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
4,593
shares
|
$1.07 Million
0.08% of portfolio
|
Q3 2024
Added 56.92%
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
4,567
shares
|
$1.07 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 30, 2024 Q3 2024 |
4,538
shares
|
$1.06 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
4,532
shares
|
$1.06 Million
0.09% of portfolio
|
Q3 2024
Added 1.64%
|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
4,515
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 68.16%
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,515
shares
|
$1.05 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
4,510
shares
|
$1.05 Million
0.63% of portfolio
|
Q1 2022
New holding
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
4,500
shares
|
$1.05 Million
0.66% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
Sns Financial Group, LLC
|
Oct 31, 2024 Q3 2024 |
4,498
shares
|
$1.05 Million
0.1% of portfolio
|
Q2 2024
Reduced 12.54%
|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
4,493
shares
|
$1.05 Million
0.09% of portfolio
|
Q3 2024
Reduced 9.05%
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,480
shares
|
$1.05 Million
0.25% of portfolio
|
Q3 2024
Added 51.81%
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
4,462
shares
|
$1.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 48.3%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
4,452
shares
|
$1.04 Million
0.18% of portfolio
|
Q3 2024
Added 1.95%
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,433
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
4,427
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.91%
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
4,426
shares
|
$1.03 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.79%
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,425
shares
|
$1.03 Million
0.97% of portfolio
|
Q3 2024
Added 14.19%
|