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 2,447 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 $70.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
9,293
shares
|
$2.41 Million
0.05% of portfolio
|
Q1 2025
Added 0.35%
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
9,291
shares
|
$2.4 Million
0.51% of portfolio
|
Q1 2025
Reduced 26.26%
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
9,271
shares
|
$2.4 Million
1.05% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
9,253
shares
|
$2.39 Million
0.18% of portfolio
|
Q1 2025
Reduced 11.34%
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
9,241
shares
|
$2.39 Million
0.02% of portfolio
|
Q1 2025
Added 55.6%
|
|
Jvl Associates LLC
|
Jul 18, 2025 Q2 2025 |
9,189
shares
|
$2.38 Million
0.84% of portfolio
|
Q2 2025
Added 0.01%
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
9,182
shares
|
$2.38 Million
0.32% of portfolio
|
Q2 2025
Added 27.56%
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
9,165
shares
|
$2.37 Million
0.55% of portfolio
|
Q4 2024
Added 13.15%
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
9,136
shares
|
$2.36 Million
0.17% of portfolio
|
Q1 2025
Added 0.83%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
9,130
shares
|
$2.36 Million
0.41% of portfolio
|
Q1 2025
Added 23.26%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
9,109
shares
|
$2.36 Million
0.32% of portfolio
|
Q2 2025
Added 155.8%
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
9,077
shares
|
$2.35 Million
0.02% of portfolio
|
Q1 2025
Added 179.46%
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
9,076
shares
|
$2.35 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
9,069
shares
|
$2.35 Million
0.38% of portfolio
|
Q1 2025
Added 0.83%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
9,064
shares
|
$2.35 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
8,978
shares
|
$2.32 Million
0.89% of portfolio
|
Q1 2025
Reduced 44.31%
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
8,956
shares
|
$2.32 Million
0.21% of portfolio
|
Q1 2025
Reduced 27.94%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
8,947
shares
|
$2.32 Million
0.05% of portfolio
|
Q2 2025
Reduced 11.2%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
8,917
shares
|
$2.31 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
Ddd Partners, LLC
|
May 02, 2025 Q1 2025 |
8,810
shares
|
$2.28 Million
0.22% of portfolio
|
Q1 2025
Added 2.87%
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
8,784
shares
|
$2.27 Million
0.75% of portfolio
|
Q1 2025
Added 13.49%
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
8,774
shares
|
$2.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
Financial Sense Advisors, Inc.
|
May 05, 2025 Q1 2025 |
8,759
shares
|
$2.27 Million
0.61% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
8,755
shares
|
$2.27 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
8,747
shares
|
$2.26 Million
0.09% of portfolio
|
Q1 2025
Added 7.27%
|