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 |
|---|---|---|---|---|---|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
2,632
shares
|
$614,835
0.43% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,631
shares
|
$614,601
0.18% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
2,631
shares
|
$614,601
0.0% of portfolio
|
Q1 2024
Added 12.87%
|
|
|
Charles Schwab Trust CO
|
Oct 09, 2024 Q3 2024 |
2,625
shares
|
$613,200
0.05% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
2,615
shares
|
$610,864
0.05% of portfolio
|
Q1 2024
Added 2.11%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
2,608
shares
|
$609,228
0.61% of portfolio
|
Q3 2024
Reduced 3.69%
|
|
|
Pb Mares Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,606
shares
|
$608,761
0.12% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,605
shares
|
$608,528
0.11% of portfolio
|
Q3 2024
Reduced 10.94%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
2,603
shares
|
$608,060
0.03% of portfolio
|
Q3 2024
Reduced 30.59%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,592
shares
|
$605,491
0.18% of portfolio
|
Q3 2024
Added 28.7%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
2,589
shares
|
$604,790
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Apriem Advisors
Irvine, CA |
Nov 14, 2024 Q3 2024 |
2,583
shares
|
$603,388
0.07% of portfolio
|
Q2 2024
Added 3.32%
|
|
|
Penobscot Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,557
shares
|
$597,315
0.31% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,547
shares
|
$594,979
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Hrc Wealth Management, LLC
Moscow, ID |
Nov 12, 2024 Q3 2024 |
2,541
shares
|
$593,577
0.37% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,529
shares
|
$590,774
0.08% of portfolio
|
Q2 2024
Reduced 25.4%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
2,521
shares
|
$588,905
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,521
shares
|
$588,905
0.13% of portfolio
|
Q3 2024
Added 60.17%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,521
shares
|
$588,905
0.08% of portfolio
|
Q3 2024
Reduced 11.57%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,518
shares
|
$588,204
0.06% of portfolio
|
Q3 2024
Reduced 0.71%
|
|
|
Traction Financial Partners, LLC
Littleton, CO |
Nov 06, 2024 Q3 2024 |
2,516
shares
|
$587,737
0.45% of portfolio
|
Q4 2023
New holding
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
2,515
shares
|
$587,504
0.03% of portfolio
|
Q2 2024
Reduced 63.73%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
2,514
shares
|
$587,270
0.47% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,510
shares
|
$586,336
0.21% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
2,502
shares
|
$584,467
0.07% of portfolio
|
Q3 2024
Reduced 5.9%
|