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 |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,188
shares
|
$1.21 Million
0.16% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
5,179
shares
|
$1.21 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
5,173
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
5,166
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2023
Added 4.05%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
5,150
shares
|
$1.2 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
5,149
shares
|
$1.2 Million
0.32% of portfolio
|
Q3 2024
Reduced 63.05%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,133
shares
|
$1.2 Million
0.34% of portfolio
|
Q3 2024
Added 15.87%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
5,122
shares
|
$1.2 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
5,091
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
5,075
shares
|
$1.19 Million
0.81% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,068
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2022
Added 32.01%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
5,066
shares
|
$1.18 Million
0.03% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
5,066
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,064
shares
|
$1.18 Million
0.36% of portfolio
|
Q3 2024
Reduced 99.54%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
5,049
shares
|
$1.18 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
5,043
shares
|
$1.18 Million
0.28% of portfolio
|
Q4 2023
Added 6.66%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
5,040
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2024
Added 63.32%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
5,030
shares
|
$1.18 Million
0.15% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
5,028
shares
|
$1.17 Million
0.87% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,992
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 54.26%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
4,981
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
4,981
shares
|
$1.16 Million
0.29% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
4,976
shares
|
$1.16 Million
0.28% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 18, 2024 Q3 2024 |
4,971
shares
|
$1.16 Million
0.37% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
4,924
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.94%
|