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 |
|---|---|---|---|---|---|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
41,868
shares
|
$9.78 Million
6.23% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
41,702
shares
|
$9.74 Million
0.29% of portfolio
|
Q3 2024
Added 10.85%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
41,458
shares
|
$9.68 Million
1.14% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
41,363
shares
|
$9.66 Million
0.53% of portfolio
|
Q3 2024
Added 129.12%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Oct 28, 2024 Q3 2024 |
41,344
shares
|
$9.66 Million
1.13% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
41,217
shares
|
$9.63 Million
0.39% of portfolio
|
Q2 2024
Added 184.47%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
40,898
shares
|
$9.55 Million
0.07% of portfolio
|
Q3 2024
Added 9.05%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
40,608
shares
|
$9.49 Million
0.4% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
40,599
shares
|
$9.48 Million
0.05% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
40,282
shares
|
$9.41 Million
6.98% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Snider Financial Group
Bellevue, WA |
Nov 06, 2024 Q3 2024 |
40,205
shares
|
$9.39 Million
3.35% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
39,857
shares
|
$9.31 Million
2.15% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
39,696
shares
|
$9.27 Million
1.37% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Oct 16, 2024 Q3 2024 |
39,688
shares
|
$9.27 Million
4.51% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
39,498
shares
|
$9.23 Million
0.94% of portfolio
|
Q3 2024
Added 788.79%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
39,145
shares
|
$9.14 Million
0.5% of portfolio
|
Q3 2024
Added 46.99%
|
|
|
Kennicott Capital Management LLC
|
Oct 21, 2024 Q3 2024 |
38,951
shares
|
$9.1 Million
3.41% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
38,802
shares
|
$9.06 Million
1.21% of portfolio
|
Q3 2024
Added 40.11%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
38,689
shares
|
$9.04 Million
4.46% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
38,664
shares
|
$9.03 Million
1.04% of portfolio
|
Q3 2024
Reduced 9.85%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
38,318
shares
|
$8.95 Million
1.27% of portfolio
|
Q3 2024
Reduced 5.05%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
38,273
shares
|
$8.94 Million
2.96% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Private Wealth Advisors, LLC
Fresno, CA |
Nov 05, 2024 Q3 2024 |
38,121
shares
|
$8.91 Million
3.36% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
38,108
shares
|
$8.9 Million
3.18% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
38,027
shares
|
$8.88 Million
1.14% of portfolio
|
Q1 2023
Reduced 12.97%
|