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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
2,077
shares
|
$485,187
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
2,062
shares
|
$481,683
0.08% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
2,058
shares
|
$480,748
0.0% of portfolio
|
Q2 2024
Added 49.02%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
2,058
shares
|
$480,748
0.13% of portfolio
|
Q3 2023
Added 63.72%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
2,058
shares
|
$480,748
0.29% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,056
shares
|
$480,281
0.09% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
2,054
shares
|
$479,814
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Bay Wealth Management, LLC
|
Oct 03, 2024 Q3 2024 |
2,050
shares
|
$478,880
0.26% of portfolio
|
Q2 2024
Reduced 98.62%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
2,047
shares
|
$478,179
0.06% of portfolio
|
Q4 2023
Added 17.58%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
2,045
shares
|
$477,712
0.14% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
2,042
shares
|
$477,011
0.01% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
2,041
shares
|
$476,777
0.03% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
2,035
shares
|
$475,376
0.18% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
2,031
shares
|
$474,441
0.03% of portfolio
|
Q2 2024
Added 10.62%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 24, 2024 Q3 2024 |
2,031
shares
|
$474,441
0.17% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
2,022
shares
|
$472,339
0.36% of portfolio
|
Q3 2024
Added 15.41%
|
|
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
Nov 14, 2024 Q3 2024 |
2,021
shares
|
$472,105
0.33% of portfolio
|
Q1 2024
Reduced 32.72%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
2,020
shares
|
$471,872
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 30, 2024 Q3 2024 |
2,016
shares
|
$470,937
0.12% of portfolio
|
Q3 2024
Added 9.09%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
2,012
shares
|
$470,003
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
2,008
shares
|
$469,068
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
2,006
shares
|
$468,601
0.14% of portfolio
|
Q3 2024
Reduced 3.84%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
2,005
shares
|
$468,368
0.24% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
2,005
shares
|
$468,368
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Axos Invest Inc.
Las Vegas, NV |
Nov 08, 2024 Q3 2024 |
2,004
shares
|
$468,134
0.31% of portfolio
|
Q3 2024
New holding
|