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 |
|---|---|---|---|---|---|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
2,077
shares
|
$537,548
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Jul 21, 2025 Q2 2025 |
2,065
shares
|
$534,442
0.21% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
2,059
shares
|
$532,889
0.04% of portfolio
|
Q1 2025
Added 3.94%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,056
shares
|
$532,113
0.08% of portfolio
|
Q3 2024
Reduced 12.73%
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,051
shares
|
$530,819
0.12% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
2,048
shares
|
$530,042
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
2,042
shares
|
$528,490
0.05% of portfolio
|
Q1 2025
Added 69.74%
|
|
|
Keystone Financial Services
|
Apr 22, 2025 Q1 2025 |
2,035
shares
|
$526,678
0.16% of portfolio
|
Q3 2024
Added 2.01%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
2,027
shares
|
$524,607
0.01% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
2,026
shares
|
$524,349
0.17% of portfolio
|
Q2 2025
Reduced 2.55%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,020
shares
|
$522,796
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Brueske Advisory Services, LLC
Bellevue, WA |
Jul 18, 2025 Q2 2025 |
2,015
shares
|
$521,502
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,013
shares
|
$520,984
0.41% of portfolio
|
Q2 2025
Reduced 16.3%
|
|
|
Jgp Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,005
shares
|
$518,914
0.06% of portfolio
|
Q1 2025
Added 9.56%
|
|
|
West Tower Group, LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,000
shares
|
$517,620
1.09% of portfolio
|
Q1 2025
New holding
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
2,000
shares
|
$517,620
0.28% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,994
shares
|
$516,067
0.11% of portfolio
|
Q3 2024
Added 5.0%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
1,992
shares
|
$515,549
0.01% of portfolio
|
Q2 2025
Reduced 4.18%
|
|
|
Cooper Financial Group
|
Jul 17, 2025 Q2 2025 |
1,990
shares
|
$515,031
0.06% of portfolio
|
Q2 2025
Reduced 61.72%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
1,987
shares
|
$514,255
0.32% of portfolio
|
Q1 2025
Added 23.65%
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,980
shares
|
$512,443
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
1,980
shares
|
$512,443
0.16% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
1,978
shares
|
$511,926
0.03% of portfolio
|
Q4 2024
Reduced 24.36%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,976
shares
|
$511,408
0.08% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,969
shares
|
$509,596
0.14% of portfolio
|
Q1 2025
Reduced 23.59%
|