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 |
|---|---|---|---|---|---|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
1,061
shares
|
$245,228
0.13% of portfolio
|
Q3 2024
Reduced 58.76%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
1,057
shares
|
$244,304
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Asset Allocation Strategies LLC
Farmington, MI |
Nov 18, 2024 Q3 2024 |
1,056
shares
|
$244,073
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
1,053
shares
|
$243,379
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
1,053
shares
|
$243,379
0.06% of portfolio
|
Q2 2024
Added 58.58%
|
|
|
Benedetti & Gucer, Inc.
|
May 06, 2024 Q1 2024 |
1,045
shares
|
$241,530
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
1,042
shares
|
$240,837
0.0% of portfolio
|
Q3 2024
Reduced 97.48%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
1,042
shares
|
$240,837
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
1,042
shares
|
$240,837
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,032
shares
|
$238,526
0.03% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
1,032
shares
|
$238,526
0.2% of portfolio
|
Q2 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,031
shares
|
$238,295
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
1,030
shares
|
$238,063
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
1,030
shares
|
$238,063
0.04% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
1,029
shares
|
$237,832
0.16% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 08, 2024 Q3 2024 |
1,027
shares
|
$237,370
0.04% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,022
shares
|
$236,214
0.03% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
1,021
shares
|
$235,983
0.09% of portfolio
|
Q3 2024
Reduced 19.67%
|
|
|
Wallington Asset Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,020
shares
|
$235,752
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 09, 2024 Q3 2024 |
1,015
shares
|
$234,596
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
1,014
shares
|
$234,365
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
1,013
shares
|
$234,134
0.09% of portfolio
|
Q2 2024
Added 11.07%
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,011
shares
|
$233,672
0.01% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
1,009
shares
|
$233,210
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
1,009
shares
|
$233,210
0.1% of portfolio
|
Q3 2024
Added 4.02%
|