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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
88,317
shares
|
$20.4 Million
1.39% of portfolio
|
Q3 2024
Added 20.91%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
88,267
shares
|
$20.4 Million
1.08% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
88,190
shares
|
$20.4 Million
3.5% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Rezny Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
87,670
shares
|
$20.3 Million
5.06% of portfolio
|
Q3 2024
Added 12.24%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
87,595
shares
|
$20.2 Million
0.47% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
87,438
shares
|
$20.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
83,565
shares
|
$19.3 Million
0.28% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
82,445
shares
|
$19.1 Million
6.06% of portfolio
|
Q4 2022
Added 18.37%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
81,978
shares
|
$18.9 Million
0.75% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
81,914
shares
|
$18.9 Million
0.82% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
81,819
shares
|
$18.9 Million
0.27% of portfolio
|
Q3 2024
Added 6.35%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
81,683
shares
|
$18.9 Million
3.32% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
81,437
shares
|
$18.8 Million
1.5% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
81,230
shares
|
$18.8 Million
0.48% of portfolio
|
Q2 2024
Added 50.57%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
81,221
shares
|
$18.8 Million
0.12% of portfolio
|
Q3 2024
Reduced 59.23%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
80,741
shares
|
$18.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
79,637
shares
|
$18.4 Million
11.1% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
79,390
shares
|
$18.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
78,719
shares
|
$18.2 Million
1.43% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Fox Financial, Inc
Wyomissing, PA |
Oct 30, 2024 Q3 2024 |
77,423
shares
|
$17.9 Million
15.24% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
76,093
shares
|
$17.6 Million
2.61% of portfolio
|
Q3 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
75,725
shares
|
$17.5 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
75,289
shares
|
$17.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.61%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
74,882
shares
|
$17.3 Million
0.22% of portfolio
|
Q3 2024
Added 7.51%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
74,490
shares
|
$17.2 Million
1.26% of portfolio
|
Q3 2024
Added 1.38%
|