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 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
3,601
shares
|
$833,919
0.4% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
3,592
shares
|
$831,835
0.62% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,585
shares
|
$830,214
0.16% of portfolio
|
Q1 2024
Added 2.43%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
3,573
shares
|
$827,435
0.05% of portfolio
|
Q3 2024
Added 11.76%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
3,568
shares
|
$826,277
0.1% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Vci Wealth Management LLC
St Louis, MO |
Oct 31, 2024 Q3 2024 |
3,554
shares
|
$823,035
0.36% of portfolio
|
Q3 2024
Reduced 59.37%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
3,545
shares
|
$820,951
0.43% of portfolio
|
Q3 2024
Reduced 20.82%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
3,542
shares
|
$820,256
0.14% of portfolio
|
Q3 2024
Reduced 2.45%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
3,533
shares
|
$818,172
0.26% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
3,524
shares
|
$816,087
0.32% of portfolio
|
Q4 2022
Reduced 48.02%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
3,520
shares
|
$815,161
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,510
shares
|
$812,845
0.29% of portfolio
|
Q3 2024
Reduced 33.48%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
3,507
shares
|
$812,151
0.03% of portfolio
|
Q3 2024
Added 6.24%
|
|
|
Alpine Woods Capital Investors, LLC
|
Nov 12, 2024 Q3 2024 |
3,500
shares
|
$810,530
0.13% of portfolio
|
Q1 2024
Reduced 81.31%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Nov 13, 2024 Q3 2024 |
3,470
shares
|
$803,582
0.53% of portfolio
|
Q1 2024
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
3,453
shares
|
$799,645
0.12% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,445
shares
|
$797,793
0.1% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Oct 23, 2024 Q3 2024 |
3,438
shares
|
$796,172
0.19% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
3,424
shares
|
$792,929
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
3,421
shares
|
$792,235
0.05% of portfolio
|
Q1 2022
Reduced 3.53%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
3,408
shares
|
$789,224
0.1% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,405
shares
|
$788,529
0.05% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,397
shares
|
$786,677
0.52% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
3,394
shares
|
$785,982
0.14% of portfolio
|
Q3 2024
Reduced 23.61%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
3,390
shares
|
$785,056
0.22% of portfolio
|
Q3 2024
Reduced 0.73%
|