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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
30,794
shares
|
$7.79 Million
0.5% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
30,678
shares
|
$7.76 Million
6.05% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jul 14, 2025 Q2 2025 |
30,613
shares
|
$7.75 Million
2.42% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
30,425
shares
|
$7.7 Million
0.37% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
Papp L Roy & Associates
|
Apr 10, 2025 Q1 2025 |
30,153
shares
|
$7.63 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Snider Financial Group
Bellevue, WA |
Apr 11, 2025 Q1 2025 |
30,112
shares
|
$7.62 Million
2.03% of portfolio
|
Q1 2025
Reduced 24.58%
|
|
|
Capital Planning LLC
|
Jul 21, 2025 Q2 2025 |
30,061
shares
|
$7.61 Million
2.51% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Cavalier Investments, LLC
|
Apr 24, 2025 Q1 2025 |
30,044
shares
|
$7.6 Million
2.18% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Loveless Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
29,949
shares
|
$7.58 Million
2.49% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
29,780
shares
|
$7.53 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
29,754
shares
|
$7.53 Million
0.06% of portfolio
|
Q1 2025
Added 3.81%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
29,735
shares
|
$7.52 Million
0.78% of portfolio
|
Q4 2022
Reduced 15.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
29,735
shares
|
$7.52 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
May 07, 2025 Q1 2025 |
29,657
shares
|
$7.5 Million
0.84% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
29,591
shares
|
$7.49 Million
2.13% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
28,942
shares
|
$7.32 Million
0.99% of portfolio
|
Q2 2025
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
28,824
shares
|
$7.29 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.76%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
28,703
shares
|
$7.26 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
28,685
shares
|
$7.26 Million
0.17% of portfolio
|
Q1 2025
Added 5.62%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
28,607
shares
|
$7.24 Million
0.34% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
28,515
shares
|
$7.21 Million
0.48% of portfolio
|
Q1 2025
Added 1.85%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
28,474
shares
|
$7.2 Million
3.99% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
28,410
shares
|
$7.19 Million
0.66% of portfolio
|
Q1 2025
Reduced 0.98%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,401
shares
|
$7.19 Million
2.95% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28,287
shares
|
$7.16 Million
0.29% of portfolio
|
Q4 2022
Reduced 3.24%
|