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 2,516 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $52.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
47,829
shares
|
$13.6 Million
1.41% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
47,516
shares
|
$13.5 Million
1.7% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
47,402
shares
|
$13.5 Million
1.5% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
47,195
shares
|
$13.4 Million
5.05% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
47,014
shares
|
$13.4 Million
0.92% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
46,481
shares
|
$13.2 Million
1.07% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
46,423
shares
|
$13.2 Million
1.26% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,371
shares
|
$13.2 Million
0.28% of portfolio
|
Q2 2025
Added 245.43%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
46,132
shares
|
$13.1 Million
0.68% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
46,125
shares
|
$13.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
46,025
shares
|
$13.1 Million
0.02% of portfolio
|
Q2 2025
Added 15.52%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
45,542
shares
|
$13 Million
5.66% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
45,036
shares
|
$12.8 Million
0.26% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
44,627
shares
|
$12.7 Million
0.46% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
44,585
shares
|
$12.7 Million
4.42% of portfolio
|
Q2 2025
Added 581.21%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
44,552
shares
|
$12.7 Million
4.48% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
44,477
shares
|
$12.7 Million
0.1% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
44,418
shares
|
$12.6 Million
0.93% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
44,138
shares
|
$12.6 Million
1.08% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 01, 2025 Q2 2025 |
43,578
shares
|
$12.4 Million
7.02% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
43,313
shares
|
$12.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
43,021
shares
|
$12.2 Million
2.96% of portfolio
|
Q3 2025
Added 142.25%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
42,925
shares
|
$12.2 Million
0.35% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
42,878
shares
|
$12.2 Million
0.45% of portfolio
|
Q2 2025
Reduced 35.82%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
42,811
shares
|
$12.2 Million
0.81% of portfolio
|
Q2 2025
Added 4.68%
|