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 |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,793
shares
|
$418,844
0.11% of portfolio
|
Q3 2024
Added 12.34%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,784
shares
|
$416,742
0.31% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
O'Brien Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,783
shares
|
$416,508
0.08% of portfolio
|
Q3 2020
Reduced 40.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,782
shares
|
$416,275
0.11% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
1,780
shares
|
$415,808
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,779
shares
|
$415,574
0.02% of portfolio
|
Q3 2024
Added 18.92%
|
|
|
Gray Private Wealth, LLC
Canton, MA |
Oct 17, 2024 Q3 2024 |
1,778
shares
|
$415,340
0.24% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
1,777
shares
|
$415,107
0.12% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Oct 15, 2024 Q3 2024 |
1,777
shares
|
$415,107
0.1% of portfolio
|
Q3 2024
Reduced 14.2%
|
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,776
shares
|
$414,873
0.34% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 11, 2024 Q3 2024 |
1,774
shares
|
$414,406
0.03% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
1,773
shares
|
$414,172
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
1,772
shares
|
$413,939
0.11% of portfolio
|
Q4 2020
Reduced 2.85%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
1,769
shares
|
$413,238
0.08% of portfolio
|
Q2 2024
Added 14.94%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,769
shares
|
$413,238
0.04% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
1,768
shares
|
$413,004
0.03% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Bowling Portfolio Management LLC
|
Oct 04, 2022 Q3 2022 |
1,767
shares
|
$412,771
0.06% of portfolio
|
Q3 2022
Reduced 17.31%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
1,761
shares
|
$411,369
0.07% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Home Federal Bank Of Tennessee
|
Oct 21, 2024 Q3 2024 |
1,760
shares
|
$411,136
0.11% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
1,758
shares
|
$410,668
0.34% of portfolio
|
Q2 2024
Added 25.57%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
1,757
shares
|
$410,435
0.04% of portfolio
|
Q3 2024
Reduced 4.25%
|
|
|
Hms Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,754
shares
|
$409,734
0.2% of portfolio
|
Q2 2024
Reduced 86.79%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,751
shares
|
$409,033
0.32% of portfolio
|
Q4 2022
New holding
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
1,748
shares
|
$408,332
0.04% of portfolio
|
Q1 2023
Reduced 9.71%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,746
shares
|
$407,865
0.09% of portfolio
|
Q2 2022
Added 1.57%
|