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 $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,007
shares
|
$235,235
0.19% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,001
shares
|
$233,833
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
1,000
shares
|
$233,600
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
1,000
shares
|
$233,600
0.09% of portfolio
|
Q1 2024
Reduced 20.57%
|
|
|
Gruss & Co., LLC
|
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$233,600
1.81% of portfolio
|
Q1 2024
New holding
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$233,600
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$233,600
0.16% of portfolio
|
Q3 2024
Reduced 46.67%
|
|
|
True Vision Mn LLC
Woodbury, MN |
Nov 13, 2024 Q3 2024 |
997
shares
|
$232,899
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
993
shares
|
$231,964
0.02% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Oct 07, 2024 Q3 2024 |
988
shares
|
$230,796
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
987
shares
|
$230,563
0.09% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
986
shares
|
$230,329
0.11% of portfolio
|
Q1 2024
Reduced 36.75%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
986
shares
|
$230,329
0.2% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
984
shares
|
$229,862
0.08% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
White Pine Investment CO
|
Oct 29, 2024 Q3 2024 |
983
shares
|
$229,628
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
983
shares
|
$229,628
0.03% of portfolio
|
Q1 2024
Added 34.11%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
977
shares
|
$228,227
0.01% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
975
shares
|
$227,760
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
974
shares
|
$227,526
0.06% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
971
shares
|
$226,825
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Melone Private Wealth, LLC
|
Oct 07, 2024 Q3 2024 |
967
shares
|
$225,891
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
964
shares
|
$225,190
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
963
shares
|
$224,956
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Oct 22, 2024 Q1 2024 |
963
shares
|
$224,956
0.12% of portfolio
|
Q1 2024
Reduced 49.55%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
960
shares
|
$224,256
0.06% of portfolio
|
Q3 2024
New holding
|