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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
2,622
shares
|
$746,430
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Aug 13, 2025 Q2 2025 |
2,613
shares
|
$743,868
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
2,603
shares
|
$741,022
0.12% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
2,599
shares
|
$739,883
0.09% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Aug 13, 2025 Q2 2025 |
2,599
shares
|
$739,883
0.29% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
2,598
shares
|
$739,598
0.03% of portfolio
|
Q2 2025
Reduced 12.85%
|
|
|
Byrne Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
2,594
shares
|
$738,459
0.55% of portfolio
|
Q3 2025
Reduced 1.56%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
2,591
shares
|
$737,605
0.18% of portfolio
|
Q2 2025
Added 19.95%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,591
shares
|
$737,605
0.04% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2025 Q2 2025 |
2,583
shares
|
$735,328
0.07% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
2,583
shares
|
$735,328
0.02% of portfolio
|
Q2 2025
Reduced 7.15%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
2,580
shares
|
$734,474
0.1% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
2,569
shares
|
$731,342
0.51% of portfolio
|
Q2 2025
Added 19.77%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
2,566
shares
|
$730,488
0.12% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 08, 2025 Q2 2025 |
2,562
shares
|
$729,350
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
2,559
shares
|
$728,496
0.46% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
2,554
shares
|
$727,072
0.11% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
2,550
shares
|
$725,934
0.05% of portfolio
|
Q2 2025
Reduced 32.38%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
2,548
shares
|
$725,364
0.17% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,547
shares
|
$725,079
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
2,530
shares
|
$720,240
0.06% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
2,518
shares
|
$716,824
0.06% of portfolio
|
Q3 2024
Reduced 0.71%
|