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 |
|---|---|---|---|---|---|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
13,861
shares
|
$3.24 Million
0.3% of portfolio
|
Q3 2024
Reduced 31.87%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
13,853
shares
|
$3.24 Million
0.28% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
13,838
shares
|
$3.23 Million
0.29% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
13,783
shares
|
$3.22 Million
1.16% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
13,748
shares
|
$3.21 Million
0.12% of portfolio
|
Q3 2024
Reduced 57.04%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
13,744
shares
|
$3.21 Million
0.11% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
13,702
shares
|
$3.2 Million
0.75% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
13,653
shares
|
$3.19 Million
0.86% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
13,397
shares
|
$3.13 Million
0.3% of portfolio
|
Q2 2024
Added 810.74%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
13,311
shares
|
$3.11 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
13,299
shares
|
$3.11 Million
0.11% of portfolio
|
Q2 2023
Reduced 7.02%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
13,285
shares
|
$3.1 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.75%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 23, 2024 Q3 2024 |
13,275
shares
|
$3.1 Million
0.85% of portfolio
|
Q3 2024
Reduced 50.96%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
13,246
shares
|
$3.09 Million
0.25% of portfolio
|
Q3 2024
Added 25.95%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
13,240
shares
|
$3.09 Million
0.47% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
13,158
shares
|
$3.07 Million
0.2% of portfolio
|
Q3 2024
Added 9.53%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
13,146
shares
|
$3.07 Million
0.04% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
13,108
shares
|
$3.06 Million
1.89% of portfolio
|
Q3 2024
Reduced 4.14%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Oct 28, 2024 Q3 2024 |
13,098
shares
|
$3.06 Million
1.51% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
13,093
shares
|
$3.06 Million
0.56% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
13,072
shares
|
$3.05 Million
0.07% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
13,026
shares
|
$3.04 Million
0.1% of portfolio
|
Q2 2024
Added 7.2%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
13,017
shares
|
$3.04 Million
1.71% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Oct 30, 2024 Q3 2024 |
13,003
shares
|
$3.04 Million
1.73% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
12,907
shares
|
$3.02 Million
0.86% of portfolio
|
Q3 2024
Added 0.89%
|