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 2,518 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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
29,735
shares
|
$8.46 Million
0.78% of portfolio
|
Q4 2022
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Aug 14, 2025 Q2 2025 |
29,600
shares
|
$8.43 Million
6.65% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
29,591
shares
|
$8.42 Million
2.11% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Cavalier Investments, LLC
|
Jul 30, 2025 Q2 2025 |
29,446
shares
|
$8.38 Million
2.34% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
29,277
shares
|
$8.33 Million
1.05% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
28,852
shares
|
$8.21 Million
0.05% of portfolio
|
Q2 2025
Added 11.89%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
28,734
shares
|
$8.18 Million
0.7% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
28,703
shares
|
$8.17 Million
0.58% of portfolio
|
Q2 2025
Reduced 4.64%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
28,451
shares
|
$8.1 Million
2.08% of portfolio
|
Q2 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
28,401
shares
|
$8.09 Million
2.95% of portfolio
|
Q2 2023
Reduced 2.97%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
28,287
shares
|
$8.05 Million
0.29% of portfolio
|
Q4 2022
Reduced 3.24%
|
|
|
Sequent Planning LLC
Omaha, NE |
Aug 14, 2025 Q2 2025 |
28,247
shares
|
$8.04 Million
2.27% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
27,957
shares
|
$7.96 Million
0.55% of portfolio
|
Q3 2023
Reduced 0.28%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
27,771
shares
|
$7.91 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
27,667
shares
|
$7.88 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
27,623
shares
|
$7.86 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
27,621
shares
|
$7.86 Million
0.48% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
27,587
shares
|
$7.85 Million
0.35% of portfolio
|
Q2 2025
Reduced 34.48%
|
|
|
Cullen Capital Management, LLC
New York, NY |
Sep 30, 2025 Q2 2025 |
27,478
shares
|
$7.82 Million
0.08% of portfolio
|
Q2 2025
Added 1363.93%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,455
shares
|
$7.82 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
27,344
shares
|
$7.78 Million
1.49% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
27,230
shares
|
$7.75 Million
5.83% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
27,132
shares
|
$7.72 Million
2.02% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
27,121
shares
|
$7.72 Million
0.44% of portfolio
|
Q2 2025
Reduced 2.73%
|
|
|
Fil LTD
Hamilton, D0 |
Aug 14, 2025 Q2 2025 |
27,065
shares
|
$7.7 Million
0.01% of portfolio
|
Q2 2025
Added 7.2%
|