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 |
|---|---|---|---|---|---|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,883
shares
|
$439,868
0.04% of portfolio
|
Q3 2024
Reduced 28.94%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
1,882
shares
|
$439,635
0.0% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
1,858
shares
|
$434,028
0.22% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
1,853
shares
|
$432,860
0.18% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
1,853
shares
|
$432,860
0.18% of portfolio
|
Q3 2024
Added 8.3%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,853
shares
|
$432,860
0.13% of portfolio
|
Q3 2024
Added 15.81%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
1,840
shares
|
$429,824
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
1,833
shares
|
$428,188
0.09% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
1,830
shares
|
$427,488
0.05% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Farmers National Bank
Danville, KY |
Aug 28, 2024 Q2 2024 |
1,829
shares
|
$427,254
0.12% of portfolio
|
Q3 2023
Reduced 4.35%
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,826
shares
|
$426,553
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
1,826
shares
|
$426,553
0.39% of portfolio
|
Q3 2024
Reduced 49.18%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,822
shares
|
$425,619
0.03% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 29, 2024 Q3 2024 |
1,822
shares
|
$425,619
0.31% of portfolio
|
Q3 2024
Reduced 41.13%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
1,814
shares
|
$423,750
0.18% of portfolio
|
Q3 2024
Reduced 92.82%
|
|
|
Private Capital Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,810
shares
|
$422,816
0.04% of portfolio
|
Q4 2020
Reduced 48.58%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
1,810
shares
|
$422,816
0.2% of portfolio
|
Q2 2024
Reduced 10.0%
|
|
|
Towercrest Capital Management
Newtown, PA |
Nov 12, 2024 Q3 2024 |
1,808
shares
|
$422,348
0.06% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Oct 07, 2024 Q3 2024 |
1,806
shares
|
$421,881
0.1% of portfolio
|
Q3 2023
Added 0.22%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
1,803
shares
|
$421,180
0.04% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
1,800
shares
|
$420,480
0.19% of portfolio
|
Q1 2023
Reduced 10.0%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,799
shares
|
$420,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
1,797
shares
|
$419,779
0.12% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,793
shares
|
$418,844
0.04% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
1,793
shares
|
$418,844
0.05% of portfolio
|
Q2 2024
Reduced 7.72%
|