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 |
|---|---|---|---|---|---|
|
Woodstock Corp
|
Oct 11, 2024 Q3 2024 |
2,500
shares
|
$584,000
0.05% of portfolio
|
Q3 2019
New holding
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
2,500
shares
|
$584,000
0.09% of portfolio
|
Q1 2022
Reduced 41.9%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$584,000
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
2,498
shares
|
$583,532
0.01% of portfolio
|
Q3 2024
Added 101.45%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
2,487
shares
|
$580,963
0.22% of portfolio
|
Q3 2023
Reduced 21.96%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
2,483
shares
|
$580,028
0.28% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
2,481
shares
|
$579,561
0.27% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,477
shares
|
$578,627
0.32% of portfolio
|
Q3 2024
Added 21.66%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 04, 2024 Q3 2024 |
2,477
shares
|
$578,627
0.4% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,474
shares
|
$577,926
0.09% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
2,470
shares
|
$576,992
0.28% of portfolio
|
Q2 2024
Added 1.02%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
Nov 12, 2024 Q3 2024 |
2,460
shares
|
$574,656
0.14% of portfolio
|
Q4 2023
Reduced 15.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
2,456
shares
|
$573,721
0.07% of portfolio
|
Q2 2024
Added 19.46%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,456
shares
|
$573,721
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,450
shares
|
$572,320
0.02% of portfolio
|
Q4 2022
Reduced 8.82%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,435
shares
|
$568,816
0.03% of portfolio
|
Q4 2023
Reduced 5.07%
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,435
shares
|
$568,816
0.16% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
2,434
shares
|
$568,582
0.04% of portfolio
|
Q3 2024
Reduced 23.68%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
2,429
shares
|
$567,414
0.2% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
2,428
shares
|
$567,180
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Oct 31, 2024 Q3 2024 |
2,425
shares
|
$566,480
0.21% of portfolio
|
Q3 2024
Reduced 4.64%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,423
shares
|
$566,012
0.1% of portfolio
|
Q2 2021
Added 8.65%
|
|
|
Latitude Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,422
shares
|
$565,779
0.36% of portfolio
|
Q3 2024
Reduced 76.69%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,417
shares
|
$564,611
0.11% of portfolio
|
Q3 2024
Added 93.51%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
2,416
shares
|
$564,377
0.23% of portfolio
|
Q3 2024
Added 13.59%
|