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 |
|---|---|---|---|---|---|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
27,150
shares
|
$6.34 Million
2.72% of portfolio
|
Q3 2022
Reduced 2.57%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
27,139
shares
|
$6.34 Million
0.08% of portfolio
|
Q3 2024
Added 4.94%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
26,879
shares
|
$6.28 Million
0.6% of portfolio
|
Q3 2024
Reduced 11.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
26,854
shares
|
$6.27 Million
0.14% of portfolio
|
Q2 2020
Reduced 53.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,844
shares
|
$6.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
26,664
shares
|
$6.23 Million
0.07% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Wespac Advisors So Cal, LLC
|
Nov 06, 2024 Q3 2024 |
26,604
shares
|
$6.21 Million
1.41% of portfolio
|
Q3 2024
Added 12.95%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
26,581
shares
|
$6.21 Million
3.84% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
26,533
shares
|
$6.2 Million
0.47% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
26,532
shares
|
$6.2 Million
1.54% of portfolio
|
Q3 2024
Added 218.74%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
26,360
shares
|
$6.16 Million
3.51% of portfolio
|
Q3 2023
New holding
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
26,357
shares
|
$6.16 Million
0.78% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
26,298
shares
|
$6.14 Million
1.5% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
26,243
shares
|
$6.13 Million
2.73% of portfolio
|
Q3 2024
Added 6.64%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
26,243
shares
|
$6.13 Million
2.73% of portfolio
|
Q3 2024
Added 406.92%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
26,145
shares
|
$6.11 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
26,024
shares
|
$6.08 Million
3.11% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
25,903
shares
|
$6.05 Million
0.22% of portfolio
|
Q3 2024
Reduced 12.81%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
25,769
shares
|
$6.02 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
25,727
shares
|
$6.01 Million
0.7% of portfolio
|
Q3 2024
Added 25.45%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Oct 08, 2024 Q3 2024 |
25,648
shares
|
$5.99 Million
2.84% of portfolio
|
Q3 2024
Reduced 9.27%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
25,632
shares
|
$5.99 Million
0.06% of portfolio
|
Q3 2024
Reduced 55.21%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
25,573
shares
|
$5.97 Million
0.32% of portfolio
|
Q3 2024
Added 53.87%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
25,455
shares
|
$5.95 Million
0.64% of portfolio
|
Q3 2024
Reduced 56.02%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
25,424
shares
|
$5.94 Million
1.52% of portfolio
|
Q3 2024
Reduced 1.08%
|