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 |
|---|---|---|---|---|---|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
29,735
shares
|
$6.95 Million
0.78% of portfolio
|
Q4 2022
Reduced 15.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
29,735
shares
|
$6.95 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,700
shares
|
$6.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 82.35%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Nov 12, 2024 Q3 2024 |
29,666
shares
|
$6.93 Million
0.26% of portfolio
|
Q3 2024
Added 179.34%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
29,588
shares
|
$6.91 Million
0.56% of portfolio
|
Q3 2024
Reduced 9.45%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
29,386
shares
|
$6.86 Million
0.04% of portfolio
|
Q3 2024
Added 12.6%
|
|
|
Colony Family Offices, LLC
|
Nov 07, 2024 Q3 2024 |
29,061
shares
|
$6.79 Million
2.21% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
29,002
shares
|
$6.77 Million
0.06% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
28,948
shares
|
$6.76 Million
0.25% of portfolio
|
Q3 2024
Added 1202.2%
|
|
|
Cavalier Investments, LLC
|
Oct 24, 2024 Q3 2024 |
28,748
shares
|
$6.72 Million
2.04% of portfolio
|
Q3 2024
Reduced 78.68%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
28,746
shares
|
$6.72 Million
1.44% of portfolio
|
Q4 2022
Reduced 0.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
28,708
shares
|
$6.71 Million
0.19% of portfolio
|
Q3 2024
Reduced 6.51%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
28,567
shares
|
$6.67 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,401
shares
|
$6.63 Million
2.95% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
28,316
shares
|
$6.61 Million
2.87% of portfolio
|
Q3 2024
Added 168.53%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28,287
shares
|
$6.61 Million
0.29% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
28,209
shares
|
$6.59 Million
1.46% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
28,139
shares
|
$6.57 Million
3.24% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
27,957
shares
|
$6.53 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 24, 2024 Q3 2024 |
27,823
shares
|
$6.5 Million
5.41% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
27,768
shares
|
$6.49 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
27,764
shares
|
$6.49 Million
0.53% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27,723
shares
|
$6.48 Million
0.2% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
27,621
shares
|
$6.45 Million
0.48% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
27,500
shares
|
$6.42 Million
1.75% of portfolio
|
Q1 2024
Reduced 1.79%
|