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 |
|---|---|---|---|---|---|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
8,108
shares
|
$1.89 Million
1.34% of portfolio
|
Q3 2024
Added 160.96%
|
|
|
Searle & Co.
|
Oct 22, 2024 Q3 2024 |
8,100
shares
|
$1.89 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
8,014
shares
|
$1.87 Million
0.22% of portfolio
|
Q3 2024
Added 36.8%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
7,957
shares
|
$1.86 Million
1.32% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Oxinas Partners Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
7,913
shares
|
$1.85 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,912
shares
|
$1.85 Million
0.09% of portfolio
|
Q3 2024
Reduced 6.5%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
7,896
shares
|
$1.84 Million
0.05% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
7,867
shares
|
$1.84 Million
0.15% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
7,824
shares
|
$1.83 Million
0.47% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
7,801
shares
|
$1.82 Million
0.91% of portfolio
|
Q3 2024
Added 17.66%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
7,798
shares
|
$1.82 Million
0.02% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
7,793
shares
|
$1.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 51.15%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
7,790
shares
|
$1.82 Million
0.29% of portfolio
|
Q3 2023
Reduced 54.07%
|
|
|
Natixis
Paris, I0 |
Nov 13, 2024 Q3 2024 |
7,780
shares
|
$1.82 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
7,756
shares
|
$1.81 Million
0.46% of portfolio
|
Q3 2024
Reduced 27.81%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
7,742
shares
|
$1.81 Million
0.1% of portfolio
|
Q4 2023
Reduced 32.28%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
7,739
shares
|
$1.81 Million
0.41% of portfolio
|
Q3 2024
Added 145.6%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
7,725
shares
|
$1.8 Million
0.09% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
7,587
shares
|
$1.77 Million
0.29% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
7,543
shares
|
$1.76 Million
1.02% of portfolio
|
Q3 2024
Added 9.67%
|
|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
7,541
shares
|
$1.76 Million
0.24% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Auxano Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,530
shares
|
$1.76 Million
0.46% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
7,497
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Optas, LLC
|
Oct 29, 2024 Q3 2024 |
7,489
shares
|
$1.75 Million
0.39% of portfolio
|
Q4 2023
Reduced 7.8%
|
|
|
Noesis Capital Mangement Corp
|
Nov 14, 2024 Q3 2024 |
7,479
shares
|
$1.75 Million
0.34% of portfolio
|
Q3 2024
Added 46.65%
|