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 |
---|---|---|---|---|---|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,556
shares
|
$1.18 Million
0.42% of portfolio
|
Q2 2025
Added 4.62%
|
|
Mayflower Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
4,549
shares
|
$1.18 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,532
shares
|
$1.17 Million
0.08% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,526
shares
|
$1.17 Million
0.79% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,515
shares
|
$1.17 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
4,514
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
4,513
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,512
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2025
Added 41.31%
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
4,510
shares
|
$1.17 Million
0.61% of portfolio
|
Q1 2022
New holding
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
4,500
shares
|
$1.16 Million
0.62% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,496
shares
|
$1.16 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
4,484
shares
|
$1.16 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
4,479
shares
|
$1.16 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
4,463
shares
|
$1.16 Million
0.93% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
Seelaus Asset Management LLC
|
May 09, 2025 Q1 2025 |
4,460
shares
|
$1.15 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
4,433
shares
|
$1.15 Million
1.0% of portfolio
|
Q2 2025
New holding
|
|
Signature Wealth Management Partners, LLC
|
Jul 21, 2025 Q2 2025 |
4,408
shares
|
$1.14 Million
0.65% of portfolio
|
Q1 2025
Added 1.26%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,405
shares
|
$1.14 Million
0.05% of portfolio
|
Q3 2022
Reduced 68.04%
|
|
F
|
May 14, 2025 Q1 2025 |
4,399
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2025
Added 0.73%
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
4,383
shares
|
$1.13 Million
0.36% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
Aveo Capital Partners, LLC
|
May 12, 2025 Q1 2025 |
4,379
shares
|
$1.13 Million
0.17% of portfolio
|
Q1 2025
Added 9.48%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
4,369
shares
|
$1.13 Million
0.23% of portfolio
|
Q1 2025
Reduced 25.35%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,358
shares
|
$1.13 Million
1.32% of portfolio
|
Q4 2023
Reduced 9.08%
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
4,356
shares
|
$1.13 Million
1.02% of portfolio
|
Q2 2025
Added 4.34%
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,354
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.67%
|