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 |
---|---|---|---|---|---|
Joseph P. Lucia & Associates, LLC
|
Oct 20, 2025 Q3 2025 |
23,188
shares
|
$6.6 Million
2.99% of portfolio
|
Q3 2025
Reduced 2.17%
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
23,180
shares
|
$6.6 Million
1.31% of portfolio
|
Q2 2025
Added 2.56%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
23,136
shares
|
$6.59 Million
0.4% of portfolio
|
Q2 2024
Added 0.18%
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
23,063
shares
|
$6.57 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
23,023
shares
|
$6.55 Million
0.38% of portfolio
|
Q2 2025
Added 5.3%
|
|
Constitution Capital LLC
Shelton, CT |
Oct 17, 2025 Q3 2025 |
22,883
shares
|
$6.51 Million
3.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
Fingerlakes Wealth Management, Inc.
|
Jul 30, 2025 Q2 2025 |
22,797
shares
|
$6.49 Million
4.33% of portfolio
|
Q2 2025
Added 3.19%
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
22,787
shares
|
$6.49 Million
1.88% of portfolio
|
Q4 2024
Reduced 27.86%
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
22,743
shares
|
$6.47 Million
5.24% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
22,717
shares
|
$6.47 Million
0.58% of portfolio
|
Q2 2025
Added 21.82%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
22,576
shares
|
$6.43 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
Integral Investment Advisors, Inc.
|
Aug 01, 2025 Q2 2025 |
22,546
shares
|
$6.42 Million
1.68% of portfolio
|
Q2 2025
Added 0.41%
|
|
Milestone Investment Advisors LLC
Middleton, WI |
Aug 13, 2025 Q2 2025 |
22,542
shares
|
$6.42 Million
1.54% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
22,495
shares
|
$6.4 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
22,465
shares
|
$6.4 Million
2.27% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
May 02, 2025 Q1 2025 |
22,404
shares
|
$6.38 Million
1.76% of portfolio
|
Q1 2025
Added 98.9%
|
|
Corsicana & Co.
|
Oct 10, 2025 Q3 2025 |
22,352
shares
|
$6.36 Million
3.64% of portfolio
|
Q3 2025
Reduced 17.67%
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
22,300
shares
|
$6.35 Million
2.09% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 17, 2025 Q3 2025 |
22,285
shares
|
$6.34 Million
3.73% of portfolio
|
Q3 2025
Added 7.72%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
22,128
shares
|
$6.3 Million
0.1% of portfolio
|
Q1 2025
Added 1.43%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
22,103
shares
|
$6.29 Million
0.08% of portfolio
|
Q2 2025
Added 8.68%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
21,994
shares
|
$6.26 Million
0.2% of portfolio
|
Q2 2025
Added 9.95%
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
21,971
shares
|
$6.25 Million
5.3% of portfolio
|
Q2 2025
Added 1.81%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
21,888
shares
|
$6.23 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
21,885
shares
|
$6.23 Million
0.28% of portfolio
|
Q2 2025
Added 108.41%
|