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 |
|---|---|---|---|---|---|
|
1900 Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
5,192
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
5,183
shares
|
$1.34 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
5,182
shares
|
$1.34 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
5,179
shares
|
$1.34 Million
0.2% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
5,173
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
5,168
shares
|
$1.34 Million
0.03% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
5,158
shares
|
$1.33 Million
0.3% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Coulter & Justus Financial Services, LLC
|
May 03, 2024 Q1 2024 |
5,150
shares
|
$1.33 Million
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jul 24, 2025 Q2 2025 |
5,134
shares
|
$1.33 Million
0.22% of portfolio
|
Q2 2025
Added 10.65%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
5,111
shares
|
$1.32 Million
0.13% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
5,102
shares
|
$1.32 Million
1.04% of portfolio
|
Q2 2025
Reduced 19.41%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
5,079
shares
|
$1.31 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
5,077
shares
|
$1.31 Million
0.34% of portfolio
|
Q2 2025
Reduced 19.76%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,068
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2022
Added 32.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,048
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Added 43.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
5,045
shares
|
$1.31 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
5,032
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
5,009
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
May 08, 2025 Q1 2025 |
4,996
shares
|
$1.29 Million
0.93% of portfolio
|
Q1 2025
New holding
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
May 12, 2025 Q1 2025 |
4,989
shares
|
$1.29 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.73%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
May 08, 2025 Q1 2025 |
4,977
shares
|
$1.29 Million
0.83% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
4,972
shares
|
$1.29 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.06%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,970
shares
|
$1.29 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
4,963
shares
|
$1.28 Million
0.37% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
4,951
shares
|
$1.28 Million
0.18% of portfolio
|
Q1 2025
New holding
|