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 |
|---|---|---|---|---|---|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
21,132
shares
|
$5.35 Million
1.67% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
21,000
shares
|
$5.31 Million
0.4% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
20,899
shares
|
$5.29 Million
1.83% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Apr 23, 2025 Q1 2025 |
20,813
shares
|
$5.27 Million
2.13% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
20,726
shares
|
$5.24 Million
1.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
20,688
shares
|
$5.23 Million
3.39% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
20,544
shares
|
$5.2 Million
1.12% of portfolio
|
Q1 2025
Added 16.83%
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
20,510
shares
|
$5.19 Million
0.86% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
May 02, 2025 Q1 2025 |
20,458
shares
|
$5.18 Million
3.17% of portfolio
|
Q1 2025
Added 23.39%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
20,340
shares
|
$5.15 Million
1.53% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
20,337
shares
|
$5.15 Million
0.07% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
20,323
shares
|
$5.14 Million
0.48% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,287
shares
|
$5.13 Million
1.75% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
20,199
shares
|
$5.11 Million
0.69% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
20,189
shares
|
$5.11 Million
0.1% of portfolio
|
Q1 2025
Added 30.89%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
20,171
shares
|
$5.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 56.52%
|
|
|
Wellington Management Group LLP
Boston, MA |
May 13, 2025 Q1 2025 |
20,133
shares
|
$5.09 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
May 07, 2025 Q1 2025 |
20,123
shares
|
$5.09 Million
2.19% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
19,988
shares
|
$5.06 Million
0.77% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
19,882
shares
|
$5.03 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
19,861
shares
|
$5.02 Million
0.14% of portfolio
|
Q1 2025
Added 8.55%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
19,767
shares
|
$5 Million
0.79% of portfolio
|
Q1 2025
Added 3.48%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,723
shares
|
$4.99 Million
0.27% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,549
shares
|
$4.95 Million
0.01% of portfolio
|
Q1 2025
Reduced 78.41%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
May 01, 2025 Q1 2025 |
19,482
shares
|
$4.93 Million
0.84% of portfolio
|
Q1 2025
Added 0.8%
|