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 |
|---|---|---|---|---|---|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
4,418
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,405
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2022
Reduced 68.04%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 16, 2024 Q3 2024 |
4,383
shares
|
$1.02 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,358
shares
|
$1.02 Million
1.32% of portfolio
|
Q4 2023
Reduced 9.08%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 24, 2024 Q3 2024 |
4,353
shares
|
$1.02 Million
0.71% of portfolio
|
Q2 2023
Reduced 11.51%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
4,351
shares
|
$1.02 Million
0.12% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
4,348
shares
|
$1.02 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
4,326
shares
|
$1.01 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Hardy Reed LLC
|
Nov 13, 2024 Q3 2024 |
4,312
shares
|
$1.01 Million
0.09% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Mwa Asset Management
Lexington, MA |
Nov 08, 2024 Q3 2024 |
4,302
shares
|
$1 Million
0.65% of portfolio
|
Q3 2024
Reduced 3.76%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,288
shares
|
$1 Million
0.17% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
4,281
shares
|
$1 Million
0.62% of portfolio
|
Q2 2024
Reduced 6.2%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
4,269
shares
|
$997,238
0.76% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
4,266
shares
|
$996,537
0.07% of portfolio
|
Q3 2024
Added 2.4%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,265
shares
|
$996,304
0.25% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
4,259
shares
|
$994,902
0.0% of portfolio
|
Q3 2024
Reduced 98.09%
|
|
|
Cookson Peirce & CO Inc
|
Nov 12, 2024 Q3 2024 |
4,256
shares
|
$994,201
0.05% of portfolio
|
Q3 2024
Reduced 2.18%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
4,255
shares
|
$993,968
0.05% of portfolio
|
Q3 2024
Added 16.58%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
4,245
shares
|
$991,632
0.01% of portfolio
|
Q3 2024
Reduced 33.1%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
4,245
shares
|
$991,632
0.03% of portfolio
|
Q3 2024
Reduced 28.18%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
4,228
shares
|
$987,660
0.32% of portfolio
|
Q3 2024
Added 34.26%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
4,226
shares
|
$987,193
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Wealth Management, Inc.
|
Oct 25, 2024 Q3 2024 |
4,225
shares
|
$986,960
0.11% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Xcel Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
4,223
shares
|
$986,492
0.28% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
4,200
shares
|
$981,120
0.11% of portfolio
|
Q1 2024
Reduced 2.33%
|