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 2,449 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 |
|---|---|---|---|---|---|
|
Finward Bancorp
Munster, IN |
May 15, 2025 Q1 2025 |
5,770
shares
|
$1.49 Million
1.03% of portfolio
|
Q1 2025
Added 4.53%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
May 12, 2025 Q1 2025 |
5,751
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 20.11%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
5,737
shares
|
$1.48 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
5,726
shares
|
$1.48 Million
0.29% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
5,717
shares
|
$1.48 Million
0.05% of portfolio
|
Q1 2024
Reduced 20.05%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
5,688
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
5,657
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
5,624
shares
|
$1.46 Million
0.15% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
5,602
shares
|
$1.45 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
5,594
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
5,561
shares
|
$1.44 Million
0.41% of portfolio
|
Q1 2025
Added 13.49%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,541
shares
|
$1.43 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,534
shares
|
$1.43 Million
0.05% of portfolio
|
Q2 2022
Reduced 16.38%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
May 19, 2025 Q1 2025 |
5,518
shares
|
$1.43 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
5,515
shares
|
$1.43 Million
0.35% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
5,508
shares
|
$1.43 Million
0.19% of portfolio
|
Q1 2024
Added 37.94%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
5,501
shares
|
$1.42 Million
0.29% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
5,488
shares
|
$1.42 Million
0.03% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,480
shares
|
$1.42 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,477
shares
|
$1.42 Million
0.11% of portfolio
|
Q2 2025
Added 152.51%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
5,474
shares
|
$1.42 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
5,460
shares
|
$1.41 Million
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5,450
shares
|
$1.41 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,446
shares
|
$1.41 Million
0.28% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
5,432
shares
|
$1.41 Million
1.11% of portfolio
|
Q2 2025
Added 107.57%
|