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 |
|---|---|---|---|---|---|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,415
shares
|
$564,144
0.22% of portfolio
|
Q1 2022
Added 14.08%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,407
shares
|
$562,275
0.14% of portfolio
|
Q2 2023
Reduced 49.93%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
2,403
shares
|
$561,340
0.42% of portfolio
|
Q3 2024
Added 86.71%
|
|
|
First Commonwealth Financial Corp
Indiana, PA |
Nov 13, 2024 Q3 2024 |
2,397
shares
|
$559,939
0.14% of portfolio
|
Q3 2024
Added 20.76%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Nov 12, 2024 Q3 2024 |
2,390
shares
|
$558,304
0.12% of portfolio
|
Q2 2020
New holding
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,381
shares
|
$556,201
0.21% of portfolio
|
Q3 2024
Reduced 29.54%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,379
shares
|
$555,734
0.1% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
2,379
shares
|
$555,734
0.02% of portfolio
|
Q4 2023
Reduced 80.95%
|
|
|
Trust CO Of Vermont
|
Oct 16, 2024 Q3 2024 |
2,375
shares
|
$554,800
0.03% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 08, 2024 Q3 2024 |
2,359
shares
|
$551,062
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
2,359
shares
|
$551,062
0.36% of portfolio
|
Q1 2024
Reduced 4.84%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,356
shares
|
$550,361
0.04% of portfolio
|
Q3 2024
Reduced 35.4%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
2,354
shares
|
$549,894
0.0% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,351
shares
|
$549,193
0.15% of portfolio
|
Q2 2024
Reduced 29.84%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
2,350
shares
|
$548,960
0.15% of portfolio
|
Q3 2024
Reduced 22.7%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
2,343
shares
|
$547,324
0.29% of portfolio
|
Q3 2024
Added 9.9%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
2,332
shares
|
$544,755
0.18% of portfolio
|
Q3 2024
Added 18.44%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
2,320
shares
|
$541,952
0.14% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
2,319
shares
|
$541,718
0.09% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2024 Q3 2024 |
2,311
shares
|
$539,849
0.39% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
2,310
shares
|
$539,616
0.04% of portfolio
|
Q2 2024
Added 20.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
2,307
shares
|
$538,915
0.21% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
2,304
shares
|
$538,214
0.24% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
2,304
shares
|
$538,214
0.05% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,302
shares
|
$537,747
0.04% of portfolio
|
Q2 2023
Reduced 16.11%
|