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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
3,150
shares
|
$729,477
0.65% of portfolio
|
Q1 2024
Added 1.61%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,147
shares
|
$728,782
0.12% of portfolio
|
Q3 2023
Reduced 5.81%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
3,147
shares
|
$728,782
0.48% of portfolio
|
Q2 2024
Reduced 2.33%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
3,143
shares
|
$727,855
0.26% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
3,140
shares
|
$727,161
0.01% of portfolio
|
Q3 2023
Reduced 50.37%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
3,131
shares
|
$725,076
0.04% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
3,115
shares
|
$721,371
0.05% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
3,114
shares
|
$721,140
0.27% of portfolio
|
Q3 2024
Added 45.65%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
3,108
shares
|
$719,750
0.12% of portfolio
|
Q3 2024
Added 10.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
3,107
shares
|
$719,519
0.03% of portfolio
|
Q1 2024
Added 1.54%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
3,100
shares
|
$717,898
0.06% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
3,096
shares
|
$716,971
0.11% of portfolio
|
Q3 2024
Reduced 1.87%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,094
shares
|
$716,508
0.33% of portfolio
|
Q4 2022
Reduced 2.31%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
3,074
shares
|
$711,876
0.12% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
3,073
shares
|
$711,645
0.02% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
3,068
shares
|
$710,487
0.41% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
3,067
shares
|
$710,255
0.14% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
3,062
shares
|
$709,097
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
3,050
shares
|
$706,319
0.07% of portfolio
|
Q3 2024
Added 32.15%
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,049
shares
|
$706,087
0.84% of portfolio
|
Q1 2024
New holding
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
3,049
shares
|
$706,087
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
3,047
shares
|
$705,624
0.37% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
3,045
shares
|
$705,161
0.18% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,040
shares
|
$704,003
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Wolf Group Capital Advisors
|
Oct 31, 2024 Q3 2024 |
3,035
shares
|
$702,845
0.29% of portfolio
|
Q3 2024
Added 6.9%
|