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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,383
shares
|
$2.39 Million
1.17% of portfolio
|
Q1 2023
Reduced 14.07%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
8,347
shares
|
$2.38 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
8,342
shares
|
$2.37 Million
0.34% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
8,300
shares
|
$2.36 Million
2.45% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
8,257
shares
|
$2.35 Million
0.39% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
8,247
shares
|
$2.35 Million
0.61% of portfolio
|
Q3 2023
Added 0.15%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 20, 2025 Q3 2025 |
8,223
shares
|
$2.34 Million
0.84% of portfolio
|
Q3 2025
Added 22.93%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
8,219
shares
|
$2.34 Million
0.12% of portfolio
|
Q4 2023
Added 17.92%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
8,161
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 6.7%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
8,150
shares
|
$2.32 Million
1.43% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,146
shares
|
$2.32 Million
0.32% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8,123
shares
|
$2.31 Million
0.14% of portfolio
|
Q2 2025
Reduced 3.4%
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
May 15, 2025 Q1 2025 |
8,114
shares
|
$2.31 Million
4.01% of portfolio
|
Q1 2025
Added 2.02%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
8,098
shares
|
$2.31 Million
0.08% of portfolio
|
Q2 2025
Added 3.25%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
8,084
shares
|
$2.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Oct 15, 2025 Q3 2025 |
8,081
shares
|
$2.3 Million
0.5% of portfolio
|
Q3 2025
Added 46.53%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Oct 17, 2025 Q3 2025 |
8,050
shares
|
$2.29 Million
0.17% of portfolio
|
Q3 2025
Added 7.33%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
8,042
shares
|
$2.29 Million
1.87% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
8,000
shares
|
$2.28 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
Aug 04, 2025 Q2 2025 |
7,986
shares
|
$2.27 Million
1.38% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 18, 2025 Q2 2025 |
7,980
shares
|
$2.27 Million
0.75% of portfolio
|
Q2 2025
Reduced 50.02%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
7,962
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Chip Partners, Inc.
|
Aug 14, 2025 Q2 2025 |
7,943
shares
|
$2.26 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
7,923
shares
|
$2.26 Million
1.57% of portfolio
|
Q2 2025
Added 180.66%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
7,917
shares
|
$2.25 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.95%
|