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 |
|---|---|---|---|---|---|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,586
shares
|
$370,489
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
1,583
shares
|
$369,788
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,583
shares
|
$369,788
0.05% of portfolio
|
Q3 2024
Added 21.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,581
shares
|
$369,321
0.18% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
1,580
shares
|
$369,088
0.12% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Verity Wealth Advisors
|
Oct 02, 2024 Q3 2024 |
1,575
shares
|
$367,920
0.25% of portfolio
|
Q1 2024
New holding
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
1,575
shares
|
$367,920
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,568
shares
|
$366,284
0.0% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
1,566
shares
|
$365,817
0.04% of portfolio
|
Q3 2024
Added 39.2%
|
|
|
Aurora Private Wealth, Inc.
|
Oct 18, 2024 Q3 2024 |
1,564
shares
|
$365,350
0.28% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Nov 14, 2024 Q3 2024 |
1,557
shares
|
$363,715
0.01% of portfolio
|
Q3 2024
Added 35.16%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
1,555
shares
|
$363,248
0.13% of portfolio
|
Q2 2024
Reduced 14.14%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Nov 12, 2024 Q3 2024 |
1,552
shares
|
$362,547
0.07% of portfolio
|
Q2 2023
Added 15.22%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,550
shares
|
$362,080
0.04% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Asset Planning Services Inc
|
Oct 22, 2024 Q3 2024 |
1,550
shares
|
$362,080
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Clarus Group, Inc.
|
Oct 21, 2024 Q3 2024 |
1,550
shares
|
$362,080
0.15% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 14, 2024 Q3 2024 |
1,550
shares
|
$362,080
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 01, 2024 Q3 2024 |
1,550
shares
|
$362,080
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1,548
shares
|
$361,612
0.19% of portfolio
|
Q2 2024
Added 6.03%
|
|
|
Primoris Wealth Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,541
shares
|
$359,977
0.25% of portfolio
|
Q1 2023
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
1,530
shares
|
$357,408
0.08% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,529
shares
|
$357,174
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,520
shares
|
$355,072
0.11% of portfolio
|
Q3 2024
Added 18.29%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Oct 09, 2024 Q3 2024 |
1,518
shares
|
$354,604
0.07% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
1,516
shares
|
$354,137
0.06% of portfolio
|
Q3 2024
Added 0.2%
|