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 |
|---|---|---|---|---|---|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
13,137
shares
|
$3.32 Million
1.15% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
13,135
shares
|
$3.32 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
13,110
shares
|
$3.32 Million
0.1% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
13,075
shares
|
$3.31 Million
0.23% of portfolio
|
Q2 2025
Reduced 49.17%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
13,065
shares
|
$3.31 Million
0.15% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Natixis
Paris, I0 |
Jul 18, 2025 Q1 2025 |
12,861
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 51.31%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
12,831
shares
|
$3.25 Million
0.11% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
12,818
shares
|
$3.24 Million
1.16% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
12,793
shares
|
$3.24 Million
0.52% of portfolio
|
Q1 2025
Added 277.71%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
12,745
shares
|
$3.22 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
12,652
shares
|
$3.2 Million
0.16% of portfolio
|
Q1 2025
Reduced 25.01%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
12,640
shares
|
$3.2 Million
0.14% of portfolio
|
Q2 2025
Added 132.52%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
12,580
shares
|
$3.18 Million
0.3% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
12,551
shares
|
$3.18 Million
0.15% of portfolio
|
Q2 2025
Reduced 40.74%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
12,475
shares
|
$3.16 Million
0.23% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
12,420
shares
|
$3.14 Million
1.37% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
12,347
shares
|
$3.12 Million
1.27% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
12,308
shares
|
$3.11 Million
0.3% of portfolio
|
Q2 2024
Added 2.65%
|
|
|
Hudson Value Partners, LLC
|
Jul 18, 2025 Q2 2025 |
12,287
shares
|
$3.11 Million
1.07% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
12,282
shares
|
$3.11 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
12,279
shares
|
$3.11 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Dorsey Wright & Associates
|
May 06, 2025 Q1 2025 |
12,265
shares
|
$3.1 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
12,264
shares
|
$3.1 Million
0.07% of portfolio
|
Q1 2025
Reduced 47.83%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
12,221
shares
|
$3.09 Million
0.88% of portfolio
|
Q3 2023
Reduced 32.56%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
12,214
shares
|
$3.09 Million
0.58% of portfolio
|
Q2 2025
Reduced 2.08%
|