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 2,441 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $70.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
69,396
shares
|
$17.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
69,146
shares
|
$17.5 Million
0.89% of portfolio
|
Q1 2025
Added 33.25%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
68,758
shares
|
$17.4 Million
0.61% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
68,614
shares
|
$17.4 Million
0.45% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
68,478
shares
|
$17.3 Million
0.68% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
67,707
shares
|
$17.1 Million
2.47% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
67,149
shares
|
$17 Million
0.0% of portfolio
|
Q1 2025
Added 173.39%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
67,023
shares
|
$17 Million
0.05% of portfolio
|
Q1 2025
Reduced 49.68%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
66,690
shares
|
$16.9 Million
0.11% of portfolio
|
Q1 2025
Added 246.51%
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
66,645
shares
|
$16.9 Million
12.56% of portfolio
|
Q2 2025
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
65,872
shares
|
$16.7 Million
0.34% of portfolio
|
Q1 2025
Added 9.09%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
65,211
shares
|
$16.5 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
64,462
shares
|
$16.3 Million
2.33% of portfolio
|
Q1 2025
Added 7.81%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
63,653
shares
|
$16.1 Million
4.22% of portfolio
|
Q3 2023
Reduced 8.95%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
63,355
shares
|
$16 Million
0.74% of portfolio
|
Q1 2025
Added 12.68%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
May 15, 2025 Q1 2025 |
63,241
shares
|
$16 Million
0.09% of portfolio
|
Q1 2025
Added 5.15%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
62,717
shares
|
$15.9 Million
2.26% of portfolio
|
Q2 2025
Added 22.75%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
62,641
shares
|
$15.8 Million
0.38% of portfolio
|
Q1 2025
Reduced 9.09%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
62,285
shares
|
$15.8 Million
1.03% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
62,230
shares
|
$15.7 Million
0.62% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
61,742
shares
|
$15.6 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
61,180
shares
|
$15.5 Million
7.42% of portfolio
|
Q4 2022
Reduced 2.34%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Apr 22, 2025 Q1 2025 |
61,018
shares
|
$15.4 Million
11.62% of portfolio
|
Q1 2025
Added 10.83%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
60,660
shares
|
$15.3 Million
1.2% of portfolio
|
Q2 2025
Added 87.63%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
60,533
shares
|
$15.3 Million
0.27% of portfolio
|
Q1 2025
Added 1.71%
|