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 |
---|---|---|---|---|---|
Independent Wealth Network Inc.
|
Jul 16, 2025 Q2 2025 |
7,310
shares
|
$1.89 Million
0.72% of portfolio
|
Q2 2025
Added 5.16%
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
7,300
shares
|
$1.89 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Apr 30, 2025 Q1 2025 |
7,300
shares
|
$1.89 Million
0.22% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
Kaizen Financial Strategies
|
Apr 08, 2025 Q1 2025 |
7,295
shares
|
$1.89 Million
0.93% of portfolio
|
Q1 2025
Added 28.12%
|
|
Capital Performance Advisors LLP
|
May 09, 2025 Q1 2025 |
7,292
shares
|
$1.89 Million
0.34% of portfolio
|
Q1 2025
Added 4.07%
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
7,287
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 4.83%
|
|
Auxano Advisors, LLC
|
May 05, 2025 Q1 2025 |
7,284
shares
|
$1.89 Million
0.42% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
7,218
shares
|
$1.87 Million
0.0% of portfolio
|
Q1 2025
Added 7.62%
|
|
Powers Capital, LLC
San Francisco, CA |
Apr 25, 2025 Q1 2025 |
7,195
shares
|
$1.86 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
Country Club Bank
|
Jul 22, 2025 Q2 2025 |
7,167
shares
|
$1.85 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
7,159
shares
|
$1.85 Million
0.37% of portfolio
|
Q1 2025
Reduced 8.65%
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
7,139
shares
|
$1.85 Million
0.28% of portfolio
|
Q3 2023
Reduced 4.02%
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
7,129
shares
|
$1.85 Million
0.12% of portfolio
|
Q1 2025
Added 22.64%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
7,089
shares
|
$1.83 Million
0.66% of portfolio
|
Q2 2023
Reduced 58.67%
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
7,081
shares
|
$1.83 Million
1.93% of portfolio
|
Q1 2025
Reduced 27.59%
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
7,078
shares
|
$1.83 Million
0.14% of portfolio
|
Q1 2025
Added 0.1%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Apr 29, 2025 Q1 2025 |
7,076
shares
|
$1.83 Million
0.52% of portfolio
|
Q1 2025
Added 1.22%
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
6,990
shares
|
$1.81 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
6,989
shares
|
$1.81 Million
0.11% of portfolio
|
Q1 2025
Added 5.41%
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
6,983
shares
|
$1.81 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
6,970
shares
|
$1.8 Million
0.16% of portfolio
|
Q4 2024
Reduced 82.35%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
6,970
shares
|
$1.8 Million
0.02% of portfolio
|
Q2 2025
Added 7.76%
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
6,950
shares
|
$1.8 Million
0.35% of portfolio
|
Q4 2023
Reduced 1.07%
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
6,949
shares
|
$1.8 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
626 Financial, LLC
|
Jul 23, 2025 Q2 2025 |
6,943
shares
|
$1.8 Million
0.94% of portfolio
|
Q2 2025
Added 0.25%
|