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 2,239 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 $38.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
916
shares
|
$211,715
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mc Namara Financial Services, Inc.
|
Oct 10, 2024 Q3 2024 |
915
shares
|
$211,483
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Asset Management Of Georgia Inc
|
Oct 29, 2024 Q3 2024 |
910
shares
|
$210,328
0.1% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
909
shares
|
$210,097
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
908
shares
|
$209,866
0.02% of portfolio
|
Q4 2021
Reduced 1.84%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
906
shares
|
$209,403
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
906
shares
|
$209,403
0.06% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Nov 08, 2024 Q3 2024 |
903
shares
|
$208,710
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
902
shares
|
$208,479
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
901
shares
|
$208,248
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Mitchell Sinkler & Starr
|
Nov 13, 2024 Q3 2024 |
900
shares
|
$208,017
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Management Network Inc
|
Oct 23, 2024 Q3 2024 |
899
shares
|
$207,785
0.05% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
891
shares
|
$205,936
0.04% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Nov 07, 2024 Q3 2024 |
891
shares
|
$205,936
0.12% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
891
shares
|
$205,936
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Landmark Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
889
shares
|
$205,474
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Arcus Capital Partners, LLC
|
Nov 04, 2024 Q3 2024 |
886
shares
|
$204,781
0.08% of portfolio
|
Q3 2024
Reduced 66.25%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
885
shares
|
$204,550
0.04% of portfolio
|
Q3 2022
Added 97.1%
|
|
|
Hamilton Point Investment Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
866
shares
|
$200,158
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
865
shares
|
$199,927
0.15% of portfolio
|
Q2 2024
Added 7.86%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
863
shares
|
$199,465
0.06% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
859
shares
|
$198,540
0.02% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Oct 21, 2024 Q3 2024 |
847
shares
|
$195,767
0.06% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
824
shares
|
$190,451
0.07% of portfolio
|
Q2 2024
Reduced 8.85%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
822
shares
|
$189,988
0.03% of portfolio
|
Q3 2024
Reduced 3.52%
|