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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
10,465
shares
|
$2.98 Million
0.83% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
10,408
shares
|
$2.96 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.55%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Oct 21, 2025 Q3 2025 |
10,330
shares
|
$2.94 Million
2.2% of portfolio
|
Q3 2025
Reduced 25.04%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
10,275
shares
|
$2.93 Million
0.55% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Smart Wealth LLC
Omaha, NE |
Aug 13, 2025 Q2 2025 |
10,242
shares
|
$2.92 Million
0.81% of portfolio
|
Q2 2025
Reduced 14.04%
|
|
|
Elm Partners Management LLC
|
Aug 05, 2025 Q2 2025 |
10,176
shares
|
$2.9 Million
0.17% of portfolio
|
Q2 2025
Added 552.73%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
10,159
shares
|
$2.89 Million
0.44% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
10,127
shares
|
$2.88 Million
0.06% of portfolio
|
Q2 2025
Added 310.33%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
10,118
shares
|
$2.88 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Lynch & Associates
|
Oct 07, 2025 Q3 2025 |
10,114
shares
|
$2.88 Million
0.56% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
10,067
shares
|
$2.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Kessler Investment Group, LLC
|
Oct 09, 2025 Q3 2025 |
10,039
shares
|
$2.86 Million
1.32% of portfolio
|
Q3 2025
Added 677.01%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
10,026
shares
|
$2.85 Million
0.58% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
9,997
shares
|
$2.85 Million
0.04% of portfolio
|
Q2 2025
Reduced 15.08%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Oct 09, 2025 Q3 2025 |
9,932
shares
|
$2.83 Million
1.67% of portfolio
|
Q4 2024
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
9,877
shares
|
$2.81 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
9,772
shares
|
$2.78 Million
0.67% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
9,690
shares
|
$2.76 Million
0.39% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2025 Q2 2025 |
9,689
shares
|
$2.76 Million
1.67% of portfolio
|
Q2 2025
Reduced 9.32%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
9,674
shares
|
$2.75 Million
0.0% of portfolio
|
Q3 2022
Added 4463.21%
|
|
|
Mattern Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
9,662
shares
|
$2.75 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Rmb Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,632
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2025
Added 64.82%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
9,612
shares
|
$2.74 Million
0.13% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
9,556
shares
|
$2.72 Million
1.9% of portfolio
|
Q3 2025
Reduced 1.96%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
9,546
shares
|
$2.72 Million
0.23% of portfolio
|
Q2 2023
Added 0.54%
|