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 2,441 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 $70.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Verity Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
1,575
shares
|
$398,475
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
1,575
shares
|
$398,475
0.12% of portfolio
|
Q1 2025
Added 1.29%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
1,573
shares
|
$397,969
0.02% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Paragon Private Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,573
shares
|
$397,969
0.16% of portfolio
|
Q1 2025
Reduced 8.49%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,572
shares
|
$397,716
0.01% of portfolio
|
Q2 2025
Added 25.36%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,572
shares
|
$397,716
0.04% of portfolio
|
Q2 2025
Reduced 13.34%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
1,569
shares
|
$396,957
0.01% of portfolio
|
Q1 2025
Reduced 16.05%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
1,562
shares
|
$395,186
0.08% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
1,561
shares
|
$394,933
0.14% of portfolio
|
Q4 2024
Added 136.16%
|
|
|
Elm Partners Management LLC
|
May 13, 2025 Q1 2025 |
1,559
shares
|
$394,427
0.02% of portfolio
|
Q1 2025
Reduced 86.91%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
1,559
shares
|
$394,427
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
1,558
shares
|
$394,174
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
1,555
shares
|
$393,415
0.1% of portfolio
|
Q2 2025
Reduced 16.17%
|
|
|
Lincoln Capital Corp
|
Jul 09, 2025 Q2 2025 |
1,553
shares
|
$392,909
0.16% of portfolio
|
Q2 2025
Reduced 64.68%
|
|
|
Clarus Group, Inc.
|
Jul 15, 2025 Q2 2025 |
1,553
shares
|
$392,909
0.15% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
1,551
shares
|
$392,403
0.08% of portfolio
|
Q1 2025
Added 18.94%
|
|
|
Asset Planning Services Inc
|
Jun 09, 2025 Q1 2025 |
1,550
shares
|
$392,150
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Carl P. Sherr & Co., LLC
|
May 08, 2025 Q1 2025 |
1,550
shares
|
$392,150
0.18% of portfolio
|
Q1 2023
New holding
|
|
|
Primoris Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,541
shares
|
$389,873
0.27% of portfolio
|
Q1 2023
New holding
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
1,541
shares
|
$389,873
0.18% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
1,539
shares
|
$389,367
0.01% of portfolio
|
Q1 2025
Added 29.87%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,529
shares
|
$386,837
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Westwood Holdings Group Inc
Dallas, TX |
May 09, 2025 Q1 2025 |
1,526
shares
|
$386,078
0.0% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Apr 15, 2025 Q1 2025 |
1,524
shares
|
$385,572
0.04% of portfolio
|
Q1 2025
Reduced 56.13%
|
|
|
Aurora Private Wealth, Inc.
|
Apr 28, 2025 Q1 2025 |
1,522
shares
|
$385,066
0.25% of portfolio
|
Q1 2025
Reduced 10.31%
|