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 |
|---|---|---|---|---|---|
|
Wall Capital Group, Inc.
|
Feb 07, 2024 Q4 2023 |
49,071
shares
|
$12.4 Million
10.71% of portfolio
|
Q4 2023
Added 4.06%
|
|
|
Fiera Capital Corp
Montreal, A8 |
May 07, 2025 Q1 2025 |
48,753
shares
|
$12.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 25.63%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
48,527
shares
|
$12.3 Million
1.68% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
48,455
shares
|
$12.3 Million
0.64% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
J. Goldman & CO LP
New York, NY |
May 15, 2025 Q1 2025 |
48,218
shares
|
$12.2 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Tamar Securities, LLC
|
May 15, 2025 Q1 2025 |
48,009
shares
|
$12.1 Million
1.35% of portfolio
|
Q1 2025
Reduced 24.75%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
47,853
shares
|
$12.1 Million
1.35% of portfolio
|
Q1 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
47,779
shares
|
$12.1 Million
0.46% of portfolio
|
Q1 2025
Added 4.34%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
47,461
shares
|
$12 Million
1.46% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
47,411
shares
|
$12 Million
1.31% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
47,358
shares
|
$12 Million
0.64% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Elite Financial, Inc.
Lewiston, ID |
Apr 29, 2025 Q1 2025 |
47,026
shares
|
$11.9 Million
5.13% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
45,542
shares
|
$11.5 Million
5.66% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
45,333
shares
|
$11.5 Million
0.67% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
44,614
shares
|
$11.3 Million
0.94% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
44,552
shares
|
$11.3 Million
4.48% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
44,266
shares
|
$11.2 Million
5.7% of portfolio
|
Q1 2025
Added 42.44%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
44,062
shares
|
$11.1 Million
4.4% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
43,677
shares
|
$11.1 Million
0.81% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
May 14, 2025 Q1 2025 |
43,515
shares
|
$11 Million
0.09% of portfolio
|
Q1 2025
Reduced 80.97%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
43,440
shares
|
$11 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Mar 18, 2025 Q4 2024 |
43,369
shares
|
$11 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
43,053
shares
|
$10.9 Million
1.0% of portfolio
|
Q1 2025
Reduced 23.68%
|
|
|
Analyst Ims Investment Management Services Ltd.
|
Apr 21, 2025 Q1 2025 |
42,969
shares
|
$10.9 Million
0.34% of portfolio
|
Q1 2025
Added 39.6%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Apr 30, 2025 Q1 2025 |
42,946
shares
|
$10.9 Million
2.96% of portfolio
|
Q1 2025
Reduced 5.27%
|