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 2,240 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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,510
shares
|
$349,006
0.04% of portfolio
|
Q3 2024
Added 10.95%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
1,506
shares
|
$348,081
0.16% of portfolio
|
Q2 2024
Added 7.04%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
1,503
shares
|
$347,388
0.05% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Lincoln Capital Corp
|
Oct 23, 2024 Q3 2024 |
1,500
shares
|
$346,695
0.14% of portfolio
|
Q2 2023
Reduced 41.41%
|
|
|
Bayshore Asset Management, LLC
|
Oct 21, 2024 Q3 2024 |
1,500
shares
|
$346,695
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$346,695
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
1,499
shares
|
$346,463
0.05% of portfolio
|
Q4 2023
Added 3.38%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
1,497
shares
|
$346,001
0.06% of portfolio
|
Q3 2024
Reduced 13.82%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
1,478
shares
|
$341,610
0.02% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
1,475
shares
|
$340,916
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
1,473
shares
|
$340,454
0.07% of portfolio
|
Q3 2024
Added 7.28%
|
|
|
Allie Family Office LLC
|
Nov 08, 2024 Q3 2024 |
1,466
shares
|
$338,836
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
1,463
shares
|
$338,143
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Nov 13, 2024 Q3 2024 |
1,459
shares
|
$337,218
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
1,456
shares
|
$336,525
0.05% of portfolio
|
Q2 2024
Added 28.17%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,455
shares
|
$336,294
0.24% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
1,454
shares
|
$336,063
0.07% of portfolio
|
Q3 2024
Reduced 12.99%
|
|
|
Second Line Capital, LLC
Metairie, LA |
Nov 18, 2024 Q3 2024 |
1,454
shares
|
$336,063
0.09% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 01, 2024 Q3 2024 |
1,449
shares
|
$334,907
0.14% of portfolio
|
Q3 2024
Reduced 21.16%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
1,446
shares
|
$334,213
0.19% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,440
shares
|
$332,827
0.15% of portfolio
|
Q2 2023
Added 16.41%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
1,435
shares
|
$331,671
0.08% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
1,432
shares
|
$330,978
0.15% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
1,432
shares
|
$330,978
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
1,431
shares
|
$330,747
0.21% of portfolio
|
Q3 2024
Reduced 0.63%
|