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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
3,356
shares
|
$955,386
0.07% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
3,354
shares
|
$954,816
0.44% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
3,339
shares
|
$950,546
0.08% of portfolio
|
Q3 2025
Reduced 4.79%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
3,339
shares
|
$950,546
0.31% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,335
shares
|
$949,407
0.16% of portfolio
|
Q2 2025
Added 213.15%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
3,330
shares
|
$947,984
0.11% of portfolio
|
Q3 2025
Reduced 17.74%
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
3,325
shares
|
$946,561
0.22% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
3,313
shares
|
$943,144
0.05% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
3,312
shares
|
$942,860
0.15% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Oct 20, 2025 Q3 2025 |
3,286
shares
|
$935,458
0.36% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
3,284
shares
|
$934,889
0.45% of portfolio
|
Q2 2025
Reduced 13.58%
|
|
|
Haven Private, LLC
Orlando, FL |
Aug 04, 2025 Q2 2025 |
3,279
shares
|
$933,465
0.37% of portfolio
|
Q2 2025
Reduced 15.99%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
3,278
shares
|
$933,181
0.04% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Welch Group, LLC
|
Oct 14, 2025 Q3 2025 |
3,276
shares
|
$932,611
0.04% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
3,273
shares
|
$931,757
0.16% of portfolio
|
Q3 2025
Reduced 7.18%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
3,265
shares
|
$929,480
0.27% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Eagle Ridge Investment Management
|
Jan 27, 2025 Q4 2024 |
3,264
shares
|
$929,195
0.07% of portfolio
|
Q3 2024
Reduced 3.15%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 21, 2025 Q3 2025 |
3,262
shares
|
$928,626
0.21% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,261
shares
|
$928,341
0.01% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2025 Q3 2025 |
3,258
shares
|
$927,487
0.21% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
3,238
shares
|
$921,793
0.23% of portfolio
|
Q2 2025
Added 25.26%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,238
shares
|
$921,793
0.03% of portfolio
|
Q2 2022
Reduced 20.66%
|