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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
4,513
shares
|
$1.28 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
4,510
shares
|
$1.28 Million
0.61% of portfolio
|
Q1 2022
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
4,500
shares
|
$1.28 Million
0.73% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
4,480
shares
|
$1.28 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
4,479
shares
|
$1.28 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
4,459
shares
|
$1.27 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,433
shares
|
$1.26 Million
0.18% of portfolio
|
Q3 2025
Reduced 46.13%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
4,426
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
4,422
shares
|
$1.26 Million
0.46% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
4,409
shares
|
$1.26 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Signature Wealth Management Partners, LLC
|
Oct 23, 2025 Q3 2025 |
4,408
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,405
shares
|
$1.25 Million
0.05% of portfolio
|
Q3 2022
Reduced 68.04%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
4,403
shares
|
$1.25 Million
0.35% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
4,385
shares
|
$1.25 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.16%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
4,375
shares
|
$1.25 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Oct 14, 2025 Q3 2025 |
4,371
shares
|
$1.24 Million
1.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
4,358
shares
|
$1.24 Million
1.32% of portfolio
|
Q4 2023
Reduced 9.08%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
4,356
shares
|
$1.24 Million
1.02% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
4,354
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.67%
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
4,332
shares
|
$1.23 Million
0.14% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
4,319
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 13, 2025 Q2 2025 |
4,319
shares
|
$1.23 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
4,312
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2023
Reduced 2.62%
|
|
|
Broyhill Asset Management
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$1.22 Million
0.99% of portfolio
|
Q4 2024
New holding
|