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 2,523 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 |
|---|---|---|---|---|---|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,073
shares
|
$3.44 Million
1.27% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Aug 05, 2025 Q2 2025 |
12,053
shares
|
$3.43 Million
2.56% of portfolio
|
Q2 2025
Added 12.21%
|
|
|
David J Yvars Group
|
Jul 09, 2025 Q2 2025 |
12,004
shares
|
$3.42 Million
1.77% of portfolio
|
Q2 2025
Reduced 7.98%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
11,931
shares
|
$3.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 70.77%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
11,886
shares
|
$3.38 Million
10.64% of portfolio
|
Q4 2024
Reduced 36.05%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
11,857
shares
|
$3.38 Million
0.08% of portfolio
|
Q3 2023
Added 57.38%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,824
shares
|
$3.37 Million
0.21% of portfolio
|
Q2 2025
Added 12.08%
|
|
|
Interactive Financial Advisors
Chicago, IL |
Jul 29, 2025 Q2 2025 |
11,819
shares
|
$3.36 Million
1.52% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
11,777
shares
|
$3.35 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
11,744
shares
|
$3.34 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
11,714
shares
|
$3.33 Million
0.53% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
11,711
shares
|
$3.33 Million
0.01% of portfolio
|
Q2 2025
Reduced 72.2%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Aug 11, 2025 Q2 2025 |
11,697
shares
|
$3.33 Million
1.86% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
11,651
shares
|
$3.32 Million
0.06% of portfolio
|
Q1 2024
Reduced 37.12%
|
|
|
Fagan Associates, Inc.
|
Aug 07, 2025 Q2 2025 |
11,648
shares
|
$3.32 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
Aug 06, 2025 Q2 2025 |
11,644
shares
|
$3.31 Million
0.65% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
11,642
shares
|
$3.31 Million
0.25% of portfolio
|
Q2 2025
Reduced 51.12%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
11,640
shares
|
$3.31 Million
1.97% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
11,605
shares
|
$3.3 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
11,602
shares
|
$3.3 Million
0.26% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
11,585
shares
|
$3.3 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Aug 13, 2025 Q2 2025 |
11,582
shares
|
$3.3 Million
2.61% of portfolio
|
Q2 2025
New holding
|
|
|
Cpa Asset Management LLC
West Palm Beach, FL |
Oct 21, 2025 Q3 2025 |
11,576
shares
|
$3.3 Million
1.26% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
11,560
shares
|
$3.29 Million
1.17% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
11,547
shares
|
$3.29 Million
0.18% of portfolio
|
Q2 2025
Reduced 34.49%
|