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 169 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
56,356
shares
|
$13.2 Million
2.01% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
56,168
shares
|
$13.2 Million
2.45% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
55,880
shares
|
$13.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
55,848
shares
|
$13.1 Million
1.53% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
55,731
shares
|
$13.1 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.4%
|
|
|
Surience Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
55,689
shares
|
$13.1 Million
12.92% of portfolio
|
Q3 2024
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
55,664
shares
|
$13.1 Million
1.22% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Trust CO Of Virginia
|
Oct 24, 2024 Q3 2024 |
55,195
shares
|
$13 Million
1.13% of portfolio
|
Q3 2024
Added 2.3%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
54,975
shares
|
$12.9 Million
2.05% of portfolio
|
Q3 2023
Added 39.06%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
54,444
shares
|
$12.8 Million
0.55% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
54,423
shares
|
$12.8 Million
0.17% of portfolio
|
Q4 2023
Added 62.28%
|
|
|
Virtu Financial LLC
New York, NY |
Nov 20, 2024 Q3 2024 |
54,304
shares
|
$12.7 Million
0.68% of portfolio
|
Q3 2024
Added 330.47%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
54,264
shares
|
$12.7 Million
2.38% of portfolio
|
Q3 2024
Added 5.7%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
54,075
shares
|
$12.7 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
53,959
shares
|
$12.7 Million
0.79% of portfolio
|
Q3 2022
Added 24.85%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
53,867
shares
|
$12.6 Million
0.21% of portfolio
|
Q2 2024
Added 1.59%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
53,552
shares
|
$12.6 Million
0.68% of portfolio
|
Q3 2024
Added 4.71%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
53,512
shares
|
$12.6 Million
1.87% of portfolio
|
Q3 2024
Added 38.16%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
53,363
shares
|
$12.5 Million
0.09% of portfolio
|
Q3 2024
Added 18175.0%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
53,173
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Added 119.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
52,932
shares
|
$12.4 Million
0.31% of portfolio
|
Q3 2024
Reduced 6.9%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
52,787
shares
|
$12.4 Million
0.19% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
52,754
shares
|
$12.4 Million
5.41% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
52,701
shares
|
$12.4 Million
1.43% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
52,272
shares
|
$12.3 Million
1.29% of portfolio
|
Q3 2024
Added 1.43%
|