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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
17,234
shares
|
$4.36 Million
0.57% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
17,210
shares
|
$4.35 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
17,210
shares
|
$4.35 Million
2.68% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
17,148
shares
|
$4.34 Million
0.4% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
16,963
shares
|
$4.29 Million
4.27% of portfolio
|
Q1 2025
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,960
shares
|
$4.29 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
16,941
shares
|
$4.29 Million
0.03% of portfolio
|
Q1 2025
Added 253.82%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
16,898
shares
|
$4.28 Million
0.14% of portfolio
|
Q1 2025
Added 207.35%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
16,854
shares
|
$4.26 Million
0.04% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
16,680
shares
|
$4.22 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
16,655
shares
|
$4.21 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,594
shares
|
$4.2 Million
0.08% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
16,450
shares
|
$4.16 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,438
shares
|
$4.16 Million
0.09% of portfolio
|
Q4 2023
Added 15.06%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
16,393
shares
|
$4.15 Million
0.54% of portfolio
|
Q1 2025
Reduced 34.32%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
May 01, 2025 Q1 2025 |
16,391
shares
|
$4.15 Million
3.07% of portfolio
|
Q1 2025
Added 6.91%
|
|
|
Capitol Family Office, Inc.
|
Apr 24, 2025 Q1 2025 |
16,346
shares
|
$4.14 Million
4.78% of portfolio
|
Q1 2025
Added 1069.24%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
16,275
shares
|
$4.12 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Jul 16, 2025 Q2 2025 |
16,189
shares
|
$4.1 Million
2.07% of portfolio
|
Q2 2025
Reduced 7.92%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
16,176
shares
|
$4.09 Million
1.65% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
16,160
shares
|
$4.09 Million
0.38% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
16,114
shares
|
$4.08 Million
0.06% of portfolio
|
Q1 2025
Added 4.45%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
16,095
shares
|
$4.07 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
16,094
shares
|
$4.07 Million
0.06% of portfolio
|
Q1 2025
Added 10.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
16,068
shares
|
$4.07 Million
0.13% of portfolio
|
Q1 2025
Added 11.6%
|