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 2,441 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 $70.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
210,867
shares
|
$53.3 Million
0.04% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
209,994
shares
|
$53.1 Million
0.25% of portfolio
|
Q1 2025
Added 34.88%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
208,736
shares
|
$52.8 Million
3.37% of portfolio
|
Q2 2025
Added 5.25%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
207,562
shares
|
$52.5 Million
1.02% of portfolio
|
Q1 2025
Added 44.94%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
202,945
shares
|
$51.3 Million
1.11% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
May 14, 2025 Q1 2025 |
193,858
shares
|
$49 Million
3.74% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
189,023
shares
|
$47.8 Million
7.73% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
182,589
shares
|
$46.2 Million
0.16% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
179,867
shares
|
$45.5 Million
0.48% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
179,782
shares
|
$45.5 Million
0.24% of portfolio
|
Q1 2025
Added 1.73%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
179,591
shares
|
$45.4 Million
1.68% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
176,266
shares
|
$44.6 Million
0.58% of portfolio
|
Q3 2022
Added 14.65%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
172,943
shares
|
$43.8 Million
5.5% of portfolio
|
Q1 2025
Added 4.71%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
172,494
shares
|
$43.6 Million
0.81% of portfolio
|
Q1 2025
Added 2.38%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
171,695
shares
|
$43.4 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
171,261
shares
|
$43.3 Million
0.32% of portfolio
|
Q1 2025
Added 4.49%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
167,323
shares
|
$42.3 Million
0.54% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
163,345
shares
|
$41.3 Million
5.4% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
158,473
shares
|
$40.1 Million
3.93% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
153,558
shares
|
$38.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 4.6%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
153,025
shares
|
$38.7 Million
12.57% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
150,341
shares
|
$38 Million
0.19% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
149,769
shares
|
$37.9 Million
0.39% of portfolio
|
Q1 2025
Reduced 10.68%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
149,378
shares
|
$37.8 Million
3.85% of portfolio
|
Q3 2022
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
149,300
shares
|
$37.8 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.79%
|