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 2,444 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 |
|---|---|---|---|---|---|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
22,522
shares
|
$5.7 Million
1.52% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
22,500
shares
|
$5.69 Million
1.89% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
22,479
shares
|
$5.69 Million
3.2% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Integral Investment Advisors, Inc.
|
Apr 15, 2025 Q1 2025 |
22,454
shares
|
$5.68 Million
1.53% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
22,404
shares
|
$5.67 Million
1.76% of portfolio
|
Q1 2025
Added 98.9%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
22,229
shares
|
$5.62 Million
1.28% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
22,144
shares
|
$5.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 23.32%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
22,128
shares
|
$5.6 Million
0.09% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Apr 30, 2025 Q1 2025 |
22,092
shares
|
$5.59 Million
3.9% of portfolio
|
Q1 2025
Added 24.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
21,994
shares
|
$5.56 Million
0.2% of portfolio
|
Q2 2025
Added 9.95%
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
21,972
shares
|
$5.56 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
21,887
shares
|
$5.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
21,864
shares
|
$5.53 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.05%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
21,834
shares
|
$5.52 Million
0.05% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Apr 15, 2025 Q1 2025 |
21,828
shares
|
$5.52 Million
2.03% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Sequent Planning LLC
Omaha, NE |
May 13, 2025 Q1 2025 |
21,809
shares
|
$5.52 Million
1.62% of portfolio
|
Q1 2025
Added 53.4%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
21,807
shares
|
$5.52 Million
1.71% of portfolio
|
Q1 2025
Added 10.56%
|
|
|
Financial Services Advisory Inc
|
Jul 21, 2025 Q2 2025 |
21,760
shares
|
$5.51 Million
2.7% of portfolio
|
Q2 2025
Added 478.42%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
21,735
shares
|
$5.5 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.16%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
21,670
shares
|
$5.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 22.51%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
21,622
shares
|
$5.47 Million
0.63% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
21,594
shares
|
$5.46 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
21,581
shares
|
$5.46 Million
4.48% of portfolio
|
Q1 2025
Added 6.46%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
21,397
shares
|
$5.41 Million
0.3% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
21,223
shares
|
$5.37 Million
0.15% of portfolio
|
Q1 2025
Added 0.49%
|