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 2,446 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 $72.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Robinson Value Management, Ltd.
San Antonio, TX |
May 07, 2025 Q1 2025 |
6,158
shares
|
$1.59 Million
0.9% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
6,146
shares
|
$1.59 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
6,139
shares
|
$1.59 Million
0.47% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
6,122
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 31.23%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
6,098
shares
|
$1.58 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
6,087
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2022
Reduced 0.9%
|
|
|
Maltin Wealth Management, Inc.
|
Apr 10, 2025 Q1 2025 |
6,026
shares
|
$1.56 Million
0.67% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
6,003
shares
|
$1.55 Million
0.12% of portfolio
|
Q1 2025
Added 18.87%
|
|
|
Lionshead Wealth Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,971
shares
|
$1.55 Million
1.28% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
5,956
shares
|
$1.54 Million
0.13% of portfolio
|
Q1 2025
Added 179.89%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,909
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 90.83%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
5,906
shares
|
$1.53 Million
0.09% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,897
shares
|
$1.53 Million
0.07% of portfolio
|
Q1 2025
Added 16.96%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
5,896
shares
|
$1.53 Million
0.33% of portfolio
|
Q2 2025
Added 70.8%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
5,895
shares
|
$1.53 Million
0.04% of portfolio
|
Q4 2024
Added 222.19%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,885
shares
|
$1.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 52.1%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
5,844
shares
|
$1.51 Million
0.03% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
5,835
shares
|
$1.51 Million
0.48% of portfolio
|
Q1 2025
Reduced 12.16%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
5,795
shares
|
$1.5 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
5,784
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2022
Added 0.69%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
5,782
shares
|
$1.5 Million
0.81% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
5,777
shares
|
$1.5 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
5,776
shares
|
$1.49 Million
0.1% of portfolio
|
Q1 2025
Added 137.5%
|
|
|
Lebenthal Global Advisors, LLC
|
May 14, 2025 Q1 2025 |
5,774
shares
|
$1.49 Million
0.23% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
5,772
shares
|
$1.49 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.17%
|