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 |
|---|---|---|---|---|---|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2024 Q3 2024 |
635
shares
|
$148,336
0.05% of portfolio
|
Q2 2024
Added 64.94%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
620
shares
|
$144,832
0.07% of portfolio
|
Q3 2020
Reduced 13.89%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
617
shares
|
$144,131
0.09% of portfolio
|
Q3 2024
Added 59.43%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
615
shares
|
$143,664
0.01% of portfolio
|
Q3 2024
Reduced 17.34%
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
600
shares
|
$140,160
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
600
shares
|
$140,160
0.01% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
599
shares
|
$139,926
0.1% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
592
shares
|
$138,291
0.1% of portfolio
|
Q2 2024
Reduced 58.16%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
579
shares
|
$135,254
0.08% of portfolio
|
Q2 2024
Added 44.03%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
578
shares
|
$135,020
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 07, 2024 Q3 2024 |
577
shares
|
$134,787
0.03% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
542
shares
|
$126,611
0.02% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
539
shares
|
$125,910
0.02% of portfolio
|
Q3 2023
Reduced 3.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Nov 12, 2024 Q3 2024 |
531
shares
|
$124,041
0.02% of portfolio
|
Q3 2024
Added 68.57%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
518
shares
|
$121,004
0.03% of portfolio
|
Q3 2024
Reduced 90.36%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
513
shares
|
$119,836
0.09% of portfolio
|
Q4 2018
Added 905.88%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
508
shares
|
$118,668
0.03% of portfolio
|
Q4 2023
Reduced 12.86%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
505
shares
|
$117,968
0.03% of portfolio
|
Q3 2024
Reduced 16.53%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
500
shares
|
$116,800
0.09% of portfolio
|
Q4 2018
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
490
shares
|
$114,464
0.04% of portfolio
|
Q2 2023
Reduced 23.79%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
480
shares
|
$112,128
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Jun 11, 2024 Q1 2024 |
479
shares
|
$111,894
0.03% of portfolio
|
Q1 2024
Reduced 78.33%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
475
shares
|
$110,960
0.04% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
463
shares
|
$108,156
0.0% of portfolio
|
Q3 2024
Added 27.55%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
462
shares
|
$107,923
0.07% of portfolio
|
Q4 2023
New holding
|