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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
149,300
shares
|
$34.5 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
147,023
shares
|
$34 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
144,049
shares
|
$33.3 Million
3.55% of portfolio
|
Q2 2024
Added 1.21%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
143,657
shares
|
$33.2 Million
0.66% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
140,004
shares
|
$32.4 Million
3.0% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
139,953
shares
|
$32.3 Million
1.99% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 08, 2024 Q3 2024 |
139,640
shares
|
$32.3 Million
0.5% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
138,637
shares
|
$32 Million
0.48% of portfolio
|
Q2 2024
Added 1.63%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
137,190
shares
|
$31.7 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
134,783
shares
|
$31.2 Million
0.84% of portfolio
|
Q4 2023
Added 4.53%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
132,188
shares
|
$30.6 Million
0.1% of portfolio
|
Q3 2024
Added 18.26%
|
|
|
Brave Asset Management Inc
|
Oct 10, 2024 Q3 2024 |
130,965
shares
|
$30.3 Million
7.2% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Marks Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
128,663
shares
|
$29.7 Million
12.47% of portfolio
|
Q3 2024
Added 84.8%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
128,543
shares
|
$29.7 Million
0.84% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
127,199
shares
|
$29.4 Million
0.8% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
125,903
shares
|
$29.1 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
125,454
shares
|
$29 Million
0.06% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
125,036
shares
|
$28.9 Million
2.69% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
124,737
shares
|
$28.8 Million
4.56% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Biltmore Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
123,497
shares
|
$28.5 Million
11.54% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
122,713
shares
|
$28.4 Million
0.82% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
122,040
shares
|
$28.2 Million
1.13% of portfolio
|
Q4 2021
New holding
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 28, 2024 Q3 2024 |
121,344
shares
|
$28 Million
8.53% of portfolio
|
Q3 2024
Added 4.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
121,005
shares
|
$28 Million
0.13% of portfolio
|
Q3 2024
Reduced 43.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
120,781
shares
|
$27.9 Million
0.92% of portfolio
|
Q3 2024
Reduced 10.82%
|