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 |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
2,710
shares
|
$771,482
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
2,703
shares
|
$769,490
0.26% of portfolio
|
Q3 2025
Added 78.53%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,703
shares
|
$769,490
0.09% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,701
shares
|
$768,920
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
2,698
shares
|
$768,066
0.32% of portfolio
|
Q3 2025
Added 191.68%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,695
shares
|
$767,212
0.11% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
2,691
shares
|
$766,073
0.2% of portfolio
|
Q3 2025
Added 45.46%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,687
shares
|
$764,935
0.08% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,680
shares
|
$762,942
0.04% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,676
shares
|
$761,803
0.17% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
2,674
shares
|
$761,234
0.49% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,671
shares
|
$760,380
0.31% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,670
shares
|
$760,095
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,667
shares
|
$759,241
0.0% of portfolio
|
Q2 2025
Reduced 19.89%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
2,661
shares
|
$757,533
0.43% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
2,658
shares
|
$756,679
0.28% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
2,651
shares
|
$754,686
0.49% of portfolio
|
Q2 2025
Added 2185.34%
|
|
|
Community Bank, N.A.
|
Jul 25, 2025 Q2 2025 |
2,650
shares
|
$754,402
0.09% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
2,650
shares
|
$754,402
0.03% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Ackerman Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,647
shares
|
$753,547
0.16% of portfolio
|
Q1 2025
Added 9.97%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
2,638
shares
|
$750,985
0.02% of portfolio
|
Q3 2025
Added 113.09%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
2,631
shares
|
$748,993
0.27% of portfolio
|
Q2 2025
Added 6.73%
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 20, 2025 Q3 2025 |
2,630
shares
|
$748,708
0.49% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Mindset Wealth Management, LLC
Indianapolis, IN |
Aug 11, 2025 Q2 2025 |
2,629
shares
|
$748,423
0.22% of portfolio
|
Q2 2025
Added 80.07%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
2,626
shares
|
$747,569
0.18% of portfolio
|
Q2 2025
Added 10.61%
|