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 |
---|---|---|---|---|---|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
60,501
shares
|
$15.3 Million
1.18% of portfolio
|
Q2 2025
Added 1.2%
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
60,099
shares
|
$15.2 Million
4.02% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
59,558
shares
|
$15.1 Million
0.41% of portfolio
|
Q1 2025
Added 0.73%
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
59,531
shares
|
$15.1 Million
0.98% of portfolio
|
Q1 2025
Added 15.9%
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
59,279
shares
|
$15 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
59,229
shares
|
$15 Million
0.73% of portfolio
|
Q4 2024
Added 181.32%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
59,111
shares
|
$15 Million
2.87% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
59,100
shares
|
$15 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
57,286
shares
|
$14.5 Million
0.29% of portfolio
|
Q1 2025
Added 2.09%
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
56,754
shares
|
$14.4 Million
0.5% of portfolio
|
Q1 2025
Added 38.97%
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
56,726
shares
|
$14.4 Million
1.79% of portfolio
|
Q1 2025
Reduced 23.09%
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
56,562
shares
|
$14.3 Million
1.44% of portfolio
|
Q3 2024
Added 8.57%
|
|
Schnieders Capital Management LLC
|
May 09, 2025 Q1 2025 |
55,905
shares
|
$14.1 Million
2.5% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
55,807
shares
|
$14.1 Million
4.95% of portfolio
|
Q1 2025
Added 1.04%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
55,661
shares
|
$14.1 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
55,477
shares
|
$14 Million
0.38% of portfolio
|
Q1 2025
Added 7.46%
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
55,129
shares
|
$13.9 Million
0.78% of portfolio
|
Q1 2025
Added 3.56%
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
55,106
shares
|
$13.9 Million
1.05% of portfolio
|
Q1 2025
Added 122.76%
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
55,011
shares
|
$13.9 Million
1.25% of portfolio
|
Q2 2025
Added 2.05%
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
54,975
shares
|
$13.9 Million
2.05% of portfolio
|
Q3 2023
Added 39.06%
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
54,797
shares
|
$13.9 Million
0.01% of portfolio
|
Q1 2025
Added 17.63%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
54,783
shares
|
$13.9 Million
0.14% of portfolio
|
Q1 2025
Added 3.85%
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Jul 16, 2025 Q2 2025 |
54,565
shares
|
$13.8 Million
1.56% of portfolio
|
Q2 2025
Added 1.44%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
54,423
shares
|
$13.8 Million
0.17% of portfolio
|
Q4 2023
Added 62.28%
|
|
Compton Financial Group, LLC
|
Apr 11, 2025 Q1 2025 |
54,133
shares
|
$13.7 Million
3.22% of portfolio
|
Q1 2025
New holding
|