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 |
|---|---|---|---|---|---|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
4,000
shares
|
$934,400
0.1% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
3,994
shares
|
$932,998
0.45% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,985
shares
|
$930,896
0.08% of portfolio
|
Q2 2022
Added 14.35%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
3,968
shares
|
$926,924
0.03% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Nov 13, 2024 Q3 2024 |
3,950
shares
|
$922,720
0.25% of portfolio
|
Q2 2022
Added 2.6%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,934
shares
|
$918,982
0.09% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
3,928
shares
|
$917,580
0.25% of portfolio
|
Q2 2024
Added 3.02%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
3,925
shares
|
$916,880
0.01% of portfolio
|
Q1 2022
Reduced 11.3%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
3,924
shares
|
$916,646
0.13% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Next Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,922
shares
|
$916,179
0.37% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,917
shares
|
$915,011
0.03% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Dopkins Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
3,900
shares
|
$911,040
0.73% of portfolio
|
Q1 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
3,899
shares
|
$910,806
0.05% of portfolio
|
Q3 2024
Added 199.23%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Nov 07, 2024 Q3 2024 |
3,894
shares
|
$909,638
0.62% of portfolio
|
Q3 2024
Added 37.11%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
3,891
shares
|
$908,937
0.03% of portfolio
|
Q3 2024
Reduced 15.89%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
3,889
shares
|
$908,470
0.2% of portfolio
|
Q3 2024
Added 5.77%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,889
shares
|
$908,470
0.12% of portfolio
|
Q2 2024
Added 45.98%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,888
shares
|
$908,236
0.07% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
3,886
shares
|
$907,769
0.1% of portfolio
|
Q3 2024
Added 193.28%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
3,873
shares
|
$904,732
0.56% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Pacific Wealth Strategies Group, Inc.
|
Oct 28, 2024 Q3 2024 |
3,869
shares
|
$903,798
0.65% of portfolio
|
Q3 2024
Added 14.84%
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
3,868
shares
|
$903,564
0.23% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,866
shares
|
$903,097
0.14% of portfolio
|
Q2 2022
Reduced 20.06%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,863
shares
|
$902,396
0.03% of portfolio
|
Q3 2024
Added 9.71%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
3,860
shares
|
$901,696
0.4% of portfolio
|
Q3 2024
Reduced 0.03%
|