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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 13, 2025 Q2 2025 |
42,651
shares
|
$12.1 Million
1.2% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
42,590
shares
|
$12.1 Million
0.07% of portfolio
|
Q2 2025
Reduced 36.14%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
42,360
shares
|
$12.1 Million
0.2% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
42,120
shares
|
$12 Million
4.07% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
42,014
shares
|
$12 Million
0.3% of portfolio
|
Q2 2025
Added 72.07%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
41,930
shares
|
$11.9 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
First National Bank Of Hutchinson
|
Jul 29, 2025 Q2 2025 |
41,868
shares
|
$11.9 Million
6.68% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jul 24, 2025 Q2 2025 |
41,796
shares
|
$11.9 Million
3.35% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
41,701
shares
|
$11.9 Million
0.22% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Oct 10, 2025 Q3 2025 |
41,459
shares
|
$11.8 Million
2.66% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Cercano Management LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
41,312
shares
|
$11.8 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
41,149
shares
|
$11.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
40,878
shares
|
$11.6 Million
0.6% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
40,553
shares
|
$11.5 Million
1.18% of portfolio
|
Q2 2025
Reduced 9.1%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Jul 23, 2025 Q2 2025 |
40,508
shares
|
$11.5 Million
5.79% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
40,451
shares
|
$11.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 17.03%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
40,280
shares
|
$11.5 Million
0.68% of portfolio
|
Q2 2025
Added 30.8%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
39,950
shares
|
$11.4 Million
1.35% of portfolio
|
Q4 2024
Added 4.26%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
39,851
shares
|
$11.3 Million
5.09% of portfolio
|
Q3 2025
New holding
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
39,680
shares
|
$11.3 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
39,663
shares
|
$11.3 Million
0.78% of portfolio
|
Q2 2025
Added 39.1%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
39,248
shares
|
$11.2 Million
2.44% of portfolio
|
Q2 2025
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
39,233
shares
|
$11.2 Million
0.11% of portfolio
|
Q2 2025
Added 69.4%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,222
shares
|
$11.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
39,011
shares
|
$11.1 Million
1.06% of portfolio
|
Q2 2025
Reduced 9.39%
|