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 |
|---|---|---|---|---|---|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
39,479
shares
|
$9.99 Million
5.59% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
39,269
shares
|
$9.94 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
39,241
shares
|
$9.93 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
38,738
shares
|
$9.8 Million
5.7% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Attessa Capital LLC
Tucson, AZ |
Jul 15, 2025 Q2 2025 |
38,701
shares
|
$9.79 Million
6.27% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
38,628
shares
|
$9.77 Million
2.39% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
38,628
shares
|
$9.77 Million
6.96% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
38,559
shares
|
$9.76 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
38,378
shares
|
$9.71 Million
0.74% of portfolio
|
Q1 2025
Added 131.36%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
38,122
shares
|
$9.64 Million
4.66% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Estate Counselors, LLC
|
May 14, 2025 Q1 2025 |
38,009
shares
|
$9.62 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,814
shares
|
$9.57 Million
0.07% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Ciovacco Capital Management LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
37,786
shares
|
$9.56 Million
5.48% of portfolio
|
Q1 2025
Reduced 20.81%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
37,779
shares
|
$9.56 Million
0.07% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
37,750
shares
|
$9.55 Million
1.34% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
37,613
shares
|
$9.52 Million
0.57% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
37,543
shares
|
$9.5 Million
4.44% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
37,529
shares
|
$9.49 Million
0.22% of portfolio
|
Q1 2025
Reduced 30.18%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
37,343
shares
|
$9.45 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
37,109
shares
|
$9.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.72%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
36,685
shares
|
$9.28 Million
0.91% of portfolio
|
Q4 2024
Reduced 9.94%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
36,576
shares
|
$9.25 Million
0.13% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
36,572
shares
|
$9.25 Million
0.29% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Leicht Financial Planning & Wealth Management, Inc.
|
Apr 11, 2025 Q1 2025 |
36,492
shares
|
$9.23 Million
3.95% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
36,380
shares
|
$9.2 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.84%
|