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 2,531 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 $52.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
16,399
shares
|
$4.67 Million
2.14% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
16,348
shares
|
$4.65 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
16,324
shares
|
$4.65 Million
1.76% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
16,299
shares
|
$4.64 Million
0.0% of portfolio
|
Q2 2025
Added 45.06%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
16,278
shares
|
$4.63 Million
2.7% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
16,264
shares
|
$4.63 Million
0.08% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
16,226
shares
|
$4.62 Million
1.64% of portfolio
|
Q3 2025
New holding
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
16,224
shares
|
$4.62 Million
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Sep 22, 2025 Q2 2025 |
16,166
shares
|
$4.6 Million
0.41% of portfolio
|
Q4 2019
Reduced 15.19%
|
|
|
Novare Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
16,159
shares
|
$4.6 Million
0.34% of portfolio
|
Q2 2025
Added 76.87%
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
16,116
shares
|
$4.59 Million
5.25% of portfolio
|
Q2 2025
Added 81.62%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
16,099
shares
|
$4.58 Million
0.98% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
16,050
shares
|
$4.57 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
16,043
shares
|
$4.57 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
15,999
shares
|
$4.55 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
15,995
shares
|
$4.55 Million
0.08% of portfolio
|
Q2 2025
Added 79.38%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
15,987
shares
|
$4.55 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
15,850
shares
|
$4.51 Million
0.31% of portfolio
|
Q2 2025
Added 15.21%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
15,695
shares
|
$4.47 Million
0.75% of portfolio
|
Q2 2025
Added 306.61%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
15,688
shares
|
$4.47 Million
0.06% of portfolio
|
Q3 2024
Reduced 29.91%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
15,658
shares
|
$4.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 22.7%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
15,648
shares
|
$4.45 Million
3.01% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
15,618
shares
|
$4.45 Million
0.22% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
15,465
shares
|
$4.4 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Oct 17, 2025 Q3 2025 |
15,421
shares
|
$4.39 Million
1.02% of portfolio
|
Q3 2025
Reduced 7.41%
|