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 |
|---|---|---|---|---|---|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
440
shares
|
$101,697
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
433
shares
|
$100,079
0.02% of portfolio
|
Q4 2023
Added 15.47%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
429
shares
|
$99,154
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
429
shares
|
$99,154
0.08% of portfolio
|
Q3 2024
Reduced 92.31%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
425
shares
|
$98,230
0.04% of portfolio
|
Q2 2024
Added 3763.64%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
419
shares
|
$96,843
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
415
shares
|
$95,918
0.02% of portfolio
|
Q1 2024
Reduced 4.16%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
414
shares
|
$95,687
0.0% of portfolio
|
Q3 2024
Added 817.63%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
413
shares
|
$95,456
0.01% of portfolio
|
Q4 2023
Reduced 4.84%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
411
shares
|
$94,994
0.0% of portfolio
|
Q3 2024
Added 36.54%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
400
shares
|
$92,452
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
400
shares
|
$92,452
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
396
shares
|
$91,527
0.03% of portfolio
|
Q1 2024
Reduced 11.41%
|
|
|
Macroview Investment Management LLC
|
Oct 22, 2024 Q3 2024 |
369
shares
|
$85,286
0.09% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
365
shares
|
$84,362
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
362
shares
|
$83,669
0.02% of portfolio
|
Q2 2024
Reduced 11.71%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
361
shares
|
$83,437
0.05% of portfolio
|
Q3 2023
Reduced 32.77%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
354
shares
|
$81,820
0.04% of portfolio
|
Q3 2024
Added 221.82%
|
|
|
Cyrus J. Lawrence, LLC
|
Nov 12, 2024 Q3 2024 |
350
shares
|
$80,895
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
343
shares
|
$79,277
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
336
shares
|
$77,659
0.03% of portfolio
|
Q3 2024
Added 208.26%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
325
shares
|
$75,117
0.02% of portfolio
|
Q1 2024
Reduced 27.78%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
318
shares
|
$73,499
0.04% of portfolio
|
Q3 2024
Added 16.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
316
shares
|
$73,037
0.0% of portfolio
|
Q1 2024
Reduced 4.92%
|
|
|
Eukles Asset Management
|
Oct 29, 2024 Q3 2024 |
315
shares
|
$72,805
0.03% of portfolio
|
Q2 2024
Added 3.96%
|