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 |
|---|---|---|---|---|---|
|
Seven Springs Wealth Group, LLC
|
Nov 14, 2024 Q3 2024 |
9,512
shares
|
$2.22 Million
0.8% of portfolio
|
Q1 2022
Reduced 0.84%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
9,441
shares
|
$2.21 Million
0.18% of portfolio
|
Q3 2024
Added 34.09%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
9,436
shares
|
$2.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
9,434
shares
|
$2.2 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
9,369
shares
|
$2.19 Million
0.2% of portfolio
|
Q3 2024
Reduced 16.73%
|
|
|
Jvl Associates LLC
|
Oct 04, 2024 Q3 2024 |
9,306
shares
|
$2.17 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Novare Capital Management LLC
|
Oct 11, 2024 Q3 2024 |
9,251
shares
|
$2.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 08, 2024 Q3 2024 |
9,201
shares
|
$2.15 Million
1.5% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
9,158
shares
|
$2.14 Million
1.56% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Financial Sense Advisors, Inc.
|
Oct 31, 2024 Q3 2024 |
9,070
shares
|
$2.12 Million
0.63% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
9,064
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
9,056
shares
|
$2.12 Million
0.39% of portfolio
|
Q3 2024
Added 43.18%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
9,041
shares
|
$2.11 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
8,965
shares
|
$2.09 Million
0.18% of portfolio
|
Q3 2024
Added 8.14%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
8,955
shares
|
$2.09 Million
0.05% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
8,945
shares
|
$2.09 Million
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
8,926
shares
|
$2.09 Million
0.44% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
Nov 15, 2024 Q3 2024 |
8,900
shares
|
$2.08 Million
2.51% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
8,889
shares
|
$2.08 Million
0.29% of portfolio
|
Q3 2024
Reduced 32.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
8,869
shares
|
$2.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
8,853
shares
|
$2.07 Million
0.07% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
8,738
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
8,701
shares
|
$2.03 Million
0.66% of portfolio
|
Q1 2021
Reduced 20.9%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
8,700
shares
|
$2.03 Million
0.12% of portfolio
|
Q3 2024
Added 38.45%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
8,668
shares
|
$2.02 Million
0.13% of portfolio
|
Q3 2024
Added 240.32%
|