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 2,240 institutions that hold shares in the stock, with a total of 168 Million shares, which have been reported (via 13F filing form) to have a value of $39.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$981,120
0.41% of portfolio
|
Q1 2024
Reduced 8.62%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
4,187
shares
|
$978,083
0.1% of portfolio
|
Q1 2024
Added 2.07%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,179
shares
|
$976,214
0.11% of portfolio
|
Q3 2024
Added 361.26%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
4,173
shares
|
$974,812
0.76% of portfolio
|
Q3 2022
Reduced 6.73%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
4,171
shares
|
$974,345
0.13% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
4,168
shares
|
$973,644
0.48% of portfolio
|
Q2 2024
Reduced 11.05%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
4,167
shares
|
$973,411
0.12% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
4,148
shares
|
$968,972
0.03% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
4,134
shares
|
$965,702
0.29% of portfolio
|
Q3 2024
Added 5.24%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
4,128
shares
|
$964,300
0.62% of portfolio
|
Q3 2024
Added 15.63%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 25, 2024 Q3 2024 |
4,122
shares
|
$962,899
0.82% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ss&H Financial Advisors, Inc.
|
Oct 09, 2024 Q3 2024 |
4,116
shares
|
$961,497
0.34% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
4,102
shares
|
$958,227
0.01% of portfolio
|
Q3 2024
Added 10.57%
|
|
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
Nov 13, 2024 Q3 2024 |
4,100
shares
|
$957,760
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Empire Financial Management Company, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
4,095
shares
|
$956,592
0.28% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Geometric Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
4,078
shares
|
$952,620
0.18% of portfolio
|
Q2 2024
Added 316.55%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
4,077
shares
|
$952,387
0.34% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
4,077
shares
|
$952,387
0.02% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
4,074
shares
|
$951,686
0.41% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
4,067
shares
|
$950,051
0.18% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
4,047
shares
|
$945,379
0.44% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
4,034
shares
|
$942,342
0.62% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
4,013
shares
|
$937,436
0.21% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
4,009
shares
|
$936,502
0.05% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
4,004
shares
|
$935,334
0.04% of portfolio
|
Q3 2024
Reduced 5.9%
|