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 |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
3,019
shares
|
$705,238
0.08% of portfolio
|
Q3 2024
Added 29.35%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
3,017
shares
|
$704,771
0.17% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
2,979
shares
|
$695,894
0.03% of portfolio
|
Q3 2024
Added 2.37%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
2,971
shares
|
$694,025
0.16% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
2,965
shares
|
$692,624
0.79% of portfolio
|
Q3 2024
Added 26.44%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
2,959
shares
|
$691,222
0.08% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
2,952
shares
|
$689,587
0.02% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Highland Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,942
shares
|
$687,251
0.04% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
2,934
shares
|
$685,382
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,919
shares
|
$681,878
0.18% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
2,915
shares
|
$680,944
0.15% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
2,905
shares
|
$678,608
0.06% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
2,898
shares
|
$676,972
0.34% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
2,895
shares
|
$676,272
0.37% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
2,894
shares
|
$676,038
0.3% of portfolio
|
Q3 2024
Added 73.4%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
2,893
shares
|
$675,804
0.15% of portfolio
|
Q1 2023
Added 2.52%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
2,870
shares
|
$670,432
0.08% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
2,868
shares
|
$669,964
0.25% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,861
shares
|
$668,329
0.18% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,855
shares
|
$666,928
0.01% of portfolio
|
Q3 2024
Added 78.44%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
2,844
shares
|
$664,358
0.03% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
2,839
shares
|
$663,190
0.26% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
2,832
shares
|
$661,555
0.02% of portfolio
|
Q3 2024
Reduced 7.12%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,817
shares
|
$658,051
0.1% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Nov 04, 2024 Q3 2024 |
2,812
shares
|
$656,883
0.01% of portfolio
|
Q3 2024
Reduced 12.45%
|