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 2,447 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,474
shares
|
$640,295
0.09% of portfolio
|
Q4 2022
Reduced 3.25%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
2,472
shares
|
$639,778
0.05% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Bellecapital International Ltd.
|
Apr 16, 2025 Q1 2025 |
2,472
shares
|
$639,778
0.11% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
2,471
shares
|
$639,519
0.23% of portfolio
|
Q2 2025
Added 1.44%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
2,468
shares
|
$638,743
0.01% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
2,467
shares
|
$638,484
0.3% of portfolio
|
Q2 2025
Reduced 28.84%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
2,466
shares
|
$638,225
0.1% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
2,465
shares
|
$637,966
0.23% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Hfr Wealth Management, LLC
Niskayuna, NY |
May 13, 2025 Q1 2025 |
2,460
shares
|
$636,672
0.12% of portfolio
|
Q4 2023
Reduced 15.32%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
2,456
shares
|
$635,637
0.06% of portfolio
|
Q2 2024
Added 19.46%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
2,456
shares
|
$635,637
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Jul 07, 2025 Q2 2025 |
2,454
shares
|
$635,119
0.29% of portfolio
|
Q2 2025
Added 41.77%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
2,450
shares
|
$634,084
0.02% of portfolio
|
Q4 2022
Reduced 8.82%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
2,450
shares
|
$634,084
0.03% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
2,449
shares
|
$633,825
0.25% of portfolio
|
Q1 2025
Added 2.3%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
2,442
shares
|
$632,014
0.04% of portfolio
|
Q2 2025
Reduced 8.26%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
2,436
shares
|
$630,461
0.19% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
May 08, 2025 Q1 2025 |
2,431
shares
|
$629,167
0.16% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
2,426
shares
|
$627,873
0.17% of portfolio
|
Q1 2025
Reduced 49.7%
|
|
|
Clear Harbor Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
2,425
shares
|
$627,614
0.05% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
2,423
shares
|
$627,096
0.1% of portfolio
|
Q2 2021
Added 8.65%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
2,421
shares
|
$626,579
0.54% of portfolio
|
Q1 2025
Reduced 48.13%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
2,415
shares
|
$625,026
0.22% of portfolio
|
Q1 2022
Added 14.08%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,415
shares
|
$625,026
0.29% of portfolio
|
Q1 2025
Added 27.71%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
2,406
shares
|
$622,696
0.2% of portfolio
|
Q2 2025
Added 87.09%
|