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 |
|---|---|---|---|---|---|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
956
shares
|
$220,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
956
shares
|
$220,960
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trustees Of Dartmouth College
Hanover, NH |
Oct 22, 2024 Q3 2024 |
955
shares
|
$220,729
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
954
shares
|
$220,498
0.17% of portfolio
|
Q2 2024
Reduced 12.88%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
952
shares
|
$220,035
0.07% of portfolio
|
Q1 2024
Reduced 9.51%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
950
shares
|
$219,573
0.06% of portfolio
|
Q1 2024
Reduced 5.0%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
950
shares
|
$219,573
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
948
shares
|
$219,111
0.01% of portfolio
|
Q3 2024
Reduced 61.16%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
945
shares
|
$218,417
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Oct 30, 2024 Q3 2024 |
945
shares
|
$218,417
0.02% of portfolio
|
Q3 2024
Reduced 23.3%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
945
shares
|
$218,417
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
943
shares
|
$217,955
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Brown Wealth Management, LLC
Naperville, IL |
Nov 14, 2024 Q3 2024 |
942
shares
|
$217,724
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
937
shares
|
$216,568
0.02% of portfolio
|
Q3 2024
Reduced 23.01%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
936
shares
|
$216,337
0.13% of portfolio
|
Q3 2024
Reduced 33.38%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Oct 23, 2024 Q3 2024 |
935
shares
|
$216,106
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Oct 16, 2024 Q3 2024 |
930
shares
|
$214,950
0.12% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
927
shares
|
$214,257
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
927
shares
|
$214,257
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
925
shares
|
$213,795
0.05% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
925
shares
|
$213,795
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
925
shares
|
$213,795
0.06% of portfolio
|
Q3 2024
Reduced 41.9%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
921
shares
|
$212,870
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
921
shares
|
$212,870
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
916
shares
|
$211,715
0.12% of portfolio
|
Q3 2024
Added 0.11%
|