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 |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,673
shares
|
$1.33 Million
0.28% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Aug 01, 2025 Q2 2025 |
4,663
shares
|
$1.33 Million
0.66% of portfolio
|
Q2 2025
Added 15.14%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,660
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.4%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Oct 14, 2025 Q3 2025 |
4,641
shares
|
$1.32 Million
0.34% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
4,639
shares
|
$1.32 Million
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
4,635
shares
|
$1.32 Million
0.0% of portfolio
|
Q2 2025
Added 27.83%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
4,632
shares
|
$1.32 Million
0.33% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,621
shares
|
$1.32 Million
0.04% of portfolio
|
Q4 2022
Reduced 14.2%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,616
shares
|
$1.31 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
4,614
shares
|
$1.31 Million
0.15% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
4,612
shares
|
$1.31 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
4,610
shares
|
$1.31 Million
0.22% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,607
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,598
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,592
shares
|
$1.31 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
4,584
shares
|
$1.3 Million
0.73% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
4,580
shares
|
$1.3 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,573
shares
|
$1.3 Million
0.35% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
4,567
shares
|
$1.3 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
4,559
shares
|
$1.3 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,556
shares
|
$1.3 Million
0.42% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
4,542
shares
|
$1.29 Million
0.31% of portfolio
|
Q3 2025
Added 7.45%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,526
shares
|
$1.29 Million
0.79% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
4,525
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,515
shares
|
$1.29 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.99%
|