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 |
|---|---|---|---|---|---|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
120,598
shares
|
$27.9 Million
1.01% of portfolio
|
Q3 2024
Reduced 7.22%
|
|
|
Martin & CO Inc
Knoxville, TN |
Nov 05, 2024 Q3 2024 |
120,423
shares
|
$27.8 Million
6.9% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
119,630
shares
|
$27.7 Million
0.85% of portfolio
|
Q3 2024
Added 12.11%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 06, 2024 Q3 2024 |
119,110
shares
|
$27.5 Million
6.36% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Clarity Financial LLC
|
Oct 30, 2024 Q3 2024 |
118,863
shares
|
$27.5 Million
3.11% of portfolio
|
Q3 2024
Added 1.85%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
118,361
shares
|
$27.4 Million
0.54% of portfolio
|
Q2 2024
Reduced 3.21%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
117,329
shares
|
$27.1 Million
0.7% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
117,076
shares
|
$27.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Strategic Point Investment Advisors, LLC
Providence, RI |
Oct 15, 2024 Q3 2024 |
117,025
shares
|
$27 Million
4.36% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
116,608
shares
|
$27 Million
3.27% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Oct 15, 2024 Q3 2024 |
116,277
shares
|
$26.9 Million
4.14% of portfolio
|
Q3 2024
Added 15.7%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
115,346
shares
|
$26.7 Million
0.01% of portfolio
|
Q3 2024
Added 15.79%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
114,211
shares
|
$26.4 Million
2.05% of portfolio
|
Q3 2024
Added 1417.75%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
113,901
shares
|
$26.3 Million
7.79% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
112,974
shares
|
$26.1 Million
2.04% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
109,851
shares
|
$25.4 Million
1.1% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
109,000
shares
|
$25.2 Million
0.91% of portfolio
|
Q3 2024
Added 46.51%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
108,439
shares
|
$25.1 Million
5.83% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
108,274
shares
|
$25 Million
0.11% of portfolio
|
Q3 2024
Reduced 60.88%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
107,898
shares
|
$24.9 Million
8.29% of portfolio
|
Q4 2023
Reduced 0.38%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
107,891
shares
|
$24.9 Million
5.05% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Buffington Mohr Mc Neal
|
Oct 16, 2024 Q3 2024 |
106,579
shares
|
$24.6 Million
3.98% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
106,520
shares
|
$24.6 Million
0.05% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
106,498
shares
|
$24.6 Million
3.66% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
105,168
shares
|
$24.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.12%
|