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 |
|---|---|---|---|---|---|
|
5th Street Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
17,361
shares
|
$4.06 Million
1.91% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
17,087
shares
|
$3.99 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
17,004
shares
|
$3.97 Million
0.14% of portfolio
|
Q3 2024
Added 112.66%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,995
shares
|
$3.97 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,960
shares
|
$3.96 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
16,741
shares
|
$3.91 Million
0.27% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
16,725
shares
|
$3.91 Million
2.69% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
16,725
shares
|
$3.91 Million
2.69% of portfolio
|
Q3 2024
Added 19.79%
|
|
|
Credit Agricole S A
|
Nov 14, 2024 Q3 2024 |
16,692
shares
|
$3.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 94.7%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,685
shares
|
$3.9 Million
0.11% of portfolio
|
Q3 2024
Added 13.53%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
16,666
shares
|
$3.89 Million
1.32% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
16,608
shares
|
$3.88 Million
0.65% of portfolio
|
Q3 2024
Added 28.82%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
16,542
shares
|
$3.86 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Fulcrum Equity Management
|
Nov 21, 2024 Q3 2024 |
16,518
shares
|
$3.86 Million
3.25% of portfolio
|
Q3 2024
Added 187.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,438
shares
|
$3.84 Million
0.09% of portfolio
|
Q4 2023
Added 15.06%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
16,396
shares
|
$3.83 Million
0.06% of portfolio
|
Q3 2024
Added 17.04%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
16,364
shares
|
$3.82 Million
0.76% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
16,357
shares
|
$3.82 Million
1.12% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Sharkey, Howes & Javer
|
Oct 21, 2024 Q3 2024 |
16,338
shares
|
$3.82 Million
0.55% of portfolio
|
Q3 2024
Added 24.21%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
16,215
shares
|
$3.79 Million
1.21% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
16,160
shares
|
$3.77 Million
0.51% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
|
Innova Wealth Partners
|
Oct 30, 2024 Q3 2024 |
16,112
shares
|
$3.76 Million
3.27% of portfolio
|
Q3 2024
Reduced 33.57%
|
|
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
Oct 30, 2024 Q3 2024 |
16,112
shares
|
$3.76 Million
3.27% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
16,106
shares
|
$3.76 Million
0.13% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
16,083
shares
|
$3.76 Million
1.24% of portfolio
|
Q3 2024
Reduced 3.86%
|