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 |
|---|---|---|---|---|---|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
10,067
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.73%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
10,059
shares
|
$2.35 Million
1.69% of portfolio
|
Q3 2024
Reduced 13.43%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
10,038
shares
|
$2.34 Million
0.16% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
10,014
shares
|
$2.34 Million
0.43% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
10,013
shares
|
$2.34 Million
0.87% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
10,006
shares
|
$2.34 Million
0.27% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
10,003
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
9,972
shares
|
$2.33 Million
0.44% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Oct 31, 2024 Q3 2024 |
9,933
shares
|
$2.32 Million
0.74% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,909
shares
|
$2.31 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Oct 15, 2024 Q3 2024 |
9,909
shares
|
$2.31 Million
1.6% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
9,745
shares
|
$2.28 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
9,704
shares
|
$2.27 Million
0.9% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
9,675
shares
|
$2.26 Million
0.15% of portfolio
|
Q3 2024
Added 15.66%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,674
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2022
Added 4463.21%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
9,640
shares
|
$2.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 18.51%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
9,615
shares
|
$2.25 Million
0.64% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
9,609
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2024
Added 18.25%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
9,599
shares
|
$2.24 Million
0.79% of portfolio
|
Q3 2024
Added 139.62%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
9,594
shares
|
$2.24 Million
0.23% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
9,584
shares
|
$2.24 Million
0.24% of portfolio
|
Q3 2024
Added 13.19%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
9,566
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.33%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,546
shares
|
$2.23 Million
0.23% of portfolio
|
Q2 2023
Added 0.54%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
9,545
shares
|
$2.23 Million
0.18% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
9,515
shares
|
$2.22 Million
0.1% of portfolio
|
Q3 2024
Reduced 27.75%
|