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 |
|---|---|---|---|---|---|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
2,404
shares
|
$684,370
0.06% of portfolio
|
Q2 2025
Added 40.91%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
2,400
shares
|
$683,232
0.22% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Welch Capital Partners LLC
Brooklyn, NY |
Aug 14, 2025 Q2 2025 |
2,390
shares
|
$680,385
0.13% of portfolio
|
Q2 2020
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
2,389
shares
|
$680,100
0.21% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
2,382
shares
|
$678,107
0.08% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
2,379
shares
|
$677,253
0.02% of portfolio
|
Q4 2023
Reduced 80.95%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
2,378
shares
|
$676,969
0.1% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
2,366
shares
|
$673,552
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
2,365
shares
|
$673,268
0.23% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,364
shares
|
$672,983
0.17% of portfolio
|
Q2 2025
Added 50.86%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
2,360
shares
|
$671,844
0.02% of portfolio
|
Q2 2025
Added 8.66%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
2,356
shares
|
$670,706
0.37% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
2,354
shares
|
$670,136
0.01% of portfolio
|
Q3 2023
Reduced 7.76%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
2,347
shares
|
$668,143
0.15% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
2,339
shares
|
$665,866
0.05% of portfolio
|
Q3 2025
Added 31.26%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
2,338
shares
|
$665,581
0.04% of portfolio
|
Q2 2025
Reduced 17.36%
|
|
|
Goepper Burkhardt LLC
|
Aug 12, 2025 Q2 2025 |
2,336
shares
|
$665,012
0.22% of portfolio
|
Q2 2025
Reduced 2.5%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
2,335
shares
|
$664,727
0.27% of portfolio
|
Q2 2025
Reduced 34.3%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 28, 2025 Q2 2025 |
2,334
shares
|
$664,443
0.11% of portfolio
|
Q1 2025
Reduced 11.91%
|
|
|
First Command Advisory Services, Inc.
|
Aug 01, 2025 Q2 2025 |
2,328
shares
|
$662,735
0.01% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,324
shares
|
$661,596
0.1% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
2,313
shares
|
$658,464
0.03% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
2,313
shares
|
$658,464
0.17% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
2,304
shares
|
$655,902
0.26% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,302
shares
|
$655,333
0.04% of portfolio
|
Q2 2023
Reduced 16.11%
|