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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
11,498
shares
|
$2.66 Million
0.03% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Oct 29, 2024 Q3 2024 |
11,431
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2024
Reduced 4.92%
|
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Nov 12, 2024 Q3 2024 |
11,378
shares
|
$2.63 Million
1.22% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
11,359
shares
|
$2.63 Million
1.54% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Country Trust Bank
|
Oct 08, 2024 Q3 2024 |
11,322
shares
|
$2.62 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
11,312
shares
|
$2.62 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.07%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
11,122
shares
|
$2.58 Million
0.31% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Oct 24, 2024 Q3 2024 |
11,089
shares
|
$2.57 Million
0.76% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Access Financial Services, Inc.
|
Oct 31, 2024 Q3 2024 |
11,077
shares
|
$2.57 Million
1.36% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 30, 2024 Q3 2024 |
11,052
shares
|
$2.56 Million
1.21% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
11,017
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2024
Reduced 37.3%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
11,015
shares
|
$2.55 Million
0.46% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
10,987
shares
|
$2.54 Million
0.1% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
10,911
shares
|
$2.53 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.0%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
10,899
shares
|
$2.52 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
10,844
shares
|
$2.51 Million
0.16% of portfolio
|
Q2 2024
Added 5.66%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
10,835
shares
|
$2.51 Million
0.17% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Nov 06, 2024 Q3 2024 |
10,771
shares
|
$2.49 Million
1.58% of portfolio
|
Q3 2024
Reduced 6.89%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
10,758
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2022
Reduced 0.19%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
10,716
shares
|
$2.48 Million
0.53% of portfolio
|
Q3 2024
Added 714.29%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
10,700
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.14%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
10,657
shares
|
$2.47 Million
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
10,656
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2022
Reduced 2.0%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
10,650
shares
|
$2.47 Million
0.83% of portfolio
|
Q3 2024
Added 9.43%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
10,631
shares
|
$2.46 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.62%
|