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 |
|---|---|---|---|---|---|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
1,266
shares
|
$292,610
0.02% of portfolio
|
Q3 2024
Reduced 51.44%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
1,262
shares
|
$291,686
0.02% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,261
shares
|
$291,454
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,260
shares
|
$291,223
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
1,258
shares
|
$290,761
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Willner & Heller, LLC
|
Oct 10, 2024 Q3 2024 |
1,256
shares
|
$290,299
0.26% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,250
shares
|
$288,912
0.24% of portfolio
|
Q2 2023
New holding
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Nov 14, 2024 Q3 2024 |
1,248
shares
|
$288,450
0.16% of portfolio
|
Q2 2024
Added 1.13%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
Nov 06, 2024 Q3 2024 |
1,246
shares
|
$287,987
0.23% of portfolio
|
Q3 2024
Reduced 10.87%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,245
shares
|
$287,756
0.02% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,245
shares
|
$287,756
0.17% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
1,245
shares
|
$287,756
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
1,242
shares
|
$287,063
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
1,242
shares
|
$287,063
0.02% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
1,241
shares
|
$286,832
0.04% of portfolio
|
Q1 2024
Reduced 3.87%
|
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Nov 13, 2024 Q3 2024 |
1,238
shares
|
$286,138
0.1% of portfolio
|
Q2 2024
Reduced 25.15%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Oct 10, 2024 Q3 2024 |
1,236
shares
|
$285,676
0.16% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,235
shares
|
$285,445
0.07% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,234
shares
|
$285,214
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
Oct 08, 2024 Q3 2024 |
1,234
shares
|
$285,214
0.2% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,231
shares
|
$284,521
0.09% of portfolio
|
Q2 2024
Added 131.83%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
1,231
shares
|
$284,521
0.03% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
1,230
shares
|
$284,289
0.04% of portfolio
|
Q3 2023
Reduced 12.14%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
1,227
shares
|
$283,596
0.03% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
1,227
shares
|
$283,596
0.16% of portfolio
|
Q3 2024
Reduced 0.32%
|