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 |
---|---|---|---|---|---|
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%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,430
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Added 27.49%
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
May 14, 2025 Q1 2025 |
5,426
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,423
shares
|
$1.4 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
Marco Investment Management LLC
|
May 07, 2025 Q1 2025 |
5,395
shares
|
$1.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
5,391
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2025
Added 0.17%
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
5,391
shares
|
$1.4 Million
0.94% of portfolio
|
Q1 2025
Added 31.2%
|
|
Prospect Financial Services LLC
Melville, NY |
Apr 11, 2025 Q1 2025 |
5,385
shares
|
$1.39 Million
0.62% of portfolio
|
Q1 2025
Added 10.03%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,377
shares
|
$1.39 Million
0.36% of portfolio
|
Q1 2024
Reduced 47.09%
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
5,367
shares
|
$1.39 Million
0.79% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
5,351
shares
|
$1.38 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
Hourglass Capital, LLC
|
Apr 30, 2025 Q1 2025 |
5,330
shares
|
$1.38 Million
0.3% of portfolio
|
Q4 2024
Added 300.75%
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
5,325
shares
|
$1.38 Million
0.8% of portfolio
|
Q4 2024
Added 0.06%
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Feb 04, 2025 Q4 2024 |
5,317
shares
|
$1.38 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
5,297
shares
|
$1.37 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,283
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Added 176.16%
|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
5,258
shares
|
$1.36 Million
0.26% of portfolio
|
Q1 2025
Added 4.26%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
5,246
shares
|
$1.36 Million
0.02% of portfolio
|
Q1 2025
Added 19.61%
|
|
Penobscot Wealth Management
|
Apr 28, 2025 Q1 2025 |
5,237
shares
|
$1.36 Million
0.54% of portfolio
|
Q1 2025
Added 104.17%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,220
shares
|
$1.35 Million
0.39% of portfolio
|
Q1 2024
Added 36.11%
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
5,220
shares
|
$1.35 Million
0.3% of portfolio
|
Q2 2025
Added 5.5%
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
5,211
shares
|
$1.35 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
5,211
shares
|
$1.35 Million
0.18% of portfolio
|
Q1 2025
Reduced 7.82%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
5,205
shares
|
$1.35 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.33%
|