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 2,537 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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,549
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Sterling Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
3,527
shares
|
$1 Million
0.64% of portfolio
|
Q3 2025
Reduced 4.96%
|
|
|
Alpine Woods Capital Investors, LLC
|
Oct 15, 2025 Q3 2025 |
3,500
shares
|
$996,380
0.21% of portfolio
|
Q1 2024
Reduced 81.31%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,489
shares
|
$993,248
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
3,485
shares
|
$992,109
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
3,470
shares
|
$987,839
0.56% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,464
shares
|
$986,131
0.05% of portfolio
|
Q2 2025
Added 36.32%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,463
shares
|
$985,846
0.09% of portfolio
|
Q2 2025
Added 69.59%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
3,440
shares
|
$979,299
0.01% of portfolio
|
Q3 2025
Added 9.17%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
3,431
shares
|
$976,737
0.17% of portfolio
|
Q3 2025
Reduced 11.41%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,431
shares
|
$976,737
0.3% of portfolio
|
Q3 2025
Added 223.37%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
3,426
shares
|
$975,313
0.37% of portfolio
|
Q3 2025
New holding
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
3,425
shares
|
$975,029
0.11% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,424
shares
|
$974,744
0.02% of portfolio
|
Q2 2025
Added 68.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,413
shares
|
$971,612
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,412
shares
|
$971,328
0.07% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,405
shares
|
$969,335
0.05% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,399
shares
|
$967,627
0.09% of portfolio
|
Q2 2025
Added 158.87%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,395
shares
|
$966,488
0.42% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 20, 2025 Q3 2025 |
3,393
shares
|
$965,919
0.36% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Oct 15, 2025 Q3 2025 |
3,391
shares
|
$965,349
0.74% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
3,385
shares
|
$963,641
1.07% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 15, 2025 Q3 2025 |
3,382
shares
|
$962,787
0.18% of portfolio
|
Q3 2025
Reduced 7.22%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,364
shares
|
$957,663
0.05% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Oct 21, 2025 Q3 2025 |
3,360
shares
|
$956,524
0.73% of portfolio
|
Q2 2025
Reduced 1.18%
|