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 2,531 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $52.3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,416
shares
|
$1.54 Million
0.82% of portfolio
|
Q2 2025
Added 1.71%
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,405
shares
|
$1.54 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
5,385
shares
|
$1.53 Million
0.62% of portfolio
|
Q2 2025
Reduced 57.4%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
5,377
shares
|
$1.53 Million
0.36% of portfolio
|
Q1 2024
Reduced 47.09%
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
5,376
shares
|
$1.53 Million
0.9% of portfolio
|
Q2 2025
Added 0.17%
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Oct 07, 2025 Q3 2025 |
5,347
shares
|
$1.52 Million
1.05% of portfolio
|
Q3 2025
Added 3.04%
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Oct 20, 2025 Q3 2025 |
5,326
shares
|
$1.52 Million
1.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
5,297
shares
|
$1.51 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
5,297
shares
|
$1.51 Million
0.26% of portfolio
|
Q2 2025
Added 27.42%
|
|
Centric Wealth Management
|
Aug 12, 2025 Q2 2025 |
5,290
shares
|
$1.51 Million
0.34% of portfolio
|
Q2 2025
Added 264.83%
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
5,288
shares
|
$1.51 Million
0.19% of portfolio
|
Q3 2025
Reduced 6.61%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
5,267
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Added 4.34%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
5,263
shares
|
$1.5 Million
0.09% of portfolio
|
Q3 2025
Added 1.11%
|
|
Element Pointe Advisors, LLC
Miami, FL |
Aug 18, 2025 Q2 2025 |
5,258
shares
|
$1.5 Million
0.32% of portfolio
|
Q1 2025
Added 4.26%
|
|
F
|
Aug 13, 2025 Q2 2025 |
5,256
shares
|
$1.5 Million
0.06% of portfolio
|
Q2 2025
Added 19.48%
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Oct 21, 2025 Q3 2025 |
5,241
shares
|
$1.49 Million
0.92% of portfolio
|
Q3 2025
Reduced 2.78%
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,237
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
5,220
shares
|
$1.49 Million
0.39% of portfolio
|
Q1 2024
Added 36.11%
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
5,220
shares
|
$1.49 Million
0.3% of portfolio
|
Q2 2025
Added 5.5%
|
|
1900 Wealth Management LLC
|
Oct 17, 2025 Q3 2025 |
5,198
shares
|
$1.48 Million
0.11% of portfolio
|
Q3 2025
Added 0.12%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
5,188
shares
|
$1.48 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
5,162
shares
|
$1.47 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
5,159
shares
|
$1.47 Million
0.32% of portfolio
|
Q3 2025
Added 0.02%
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
5,158
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2025
Added 1.98%
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
5,158
shares
|
$1.47 Million
0.03% of portfolio
|
Q3 2025
Reduced 19.86%
|