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 |
|---|---|---|---|---|---|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
51
shares
|
$11,787
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
46
shares
|
$10,631
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$10,169
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
|
Van Eck Associates Corp
|
Oct 29, 2024 Q3 2024 |
44
shares
|
$10,169
0.0% of portfolio
|
Q3 2024
Reduced 16.98%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
43
shares
|
$9,938
0.0% of portfolio
|
Q3 2024
Added 19.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
42
shares
|
$9,707
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
41
shares
|
$9,476
0.01% of portfolio
|
Q2 2024
Added 70.83%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
40
shares
|
$9,245
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
38
shares
|
$8,782
0.0% of portfolio
|
Q4 2023
Reduced 30.91%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
36
shares
|
$8,320
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
32
shares
|
$7,396
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
30
shares
|
$6,933
0.0% of portfolio
|
Q2 2024
Added 650.0%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
26
shares
|
$6,009
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
25
shares
|
$5,778
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
24
shares
|
$5,547
0.0% of portfolio
|
Q1 2024
Reduced 78.76%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
22
shares
|
$5,084
0.0% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
22
shares
|
$5,084
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
20
shares
|
$4,622
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
15
shares
|
$3,466
0.0% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
14
shares
|
$3,235
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13
shares
|
$3,004
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
9
shares
|
$2,080
0.0% of portfolio
|
Q2 2023
Reduced 89.29%
|
|
|
Evolution Advisers, Inc.
|
Oct 18, 2024 Q3 2024 |
8
shares
|
$1,849
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
8
shares
|
$1,849
0.0% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
6
shares
|
$1,386
0.0% of portfolio
|
Q3 2024
New holding
|