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 |
|---|---|---|---|---|---|
|
Grant
|
May 01, 2025 Q1 2025 |
1,340
shares
|
$339,020
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,340
shares
|
$339,020
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
1,337
shares
|
$338,261
0.1% of portfolio
|
Q3 2024
Added 9.77%
|
|
|
Cadence Wealth Management LLC
Westborough, MA |
May 06, 2025 Q1 2025 |
1,331
shares
|
$336,743
0.2% of portfolio
|
Q1 2025
Added 6.82%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
1,328
shares
|
$335,984
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
1,328
shares
|
$335,984
0.02% of portfolio
|
Q2 2024
Added 12.45%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
1,327
shares
|
$335,731
0.09% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
1,327
shares
|
$335,731
0.18% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
1,323
shares
|
$334,719
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
1,320
shares
|
$333,960
0.05% of portfolio
|
Q1 2025
Added 35.11%
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
1,319
shares
|
$333,707
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Waterfront Wealth Inc.
|
Apr 25, 2025 Q1 2025 |
1,314
shares
|
$332,442
0.07% of portfolio
|
Q4 2024
Reduced 2.52%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
1,313
shares
|
$332,189
0.03% of portfolio
|
Q1 2025
Reduced 82.64%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
1,312
shares
|
$331,936
0.06% of portfolio
|
Q2 2024
Reduced 5.48%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
1,311
shares
|
$331,683
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Rolek Wealth Management LLC
Berwyn, PA |
Jul 18, 2025 Q2 2025 |
1,311
shares
|
$331,683
0.29% of portfolio
|
Q2 2025
Added 9.16%
|
|
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
1,308
shares
|
$330,924
0.28% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
1,307
shares
|
$330,671
0.1% of portfolio
|
Q1 2022
Reduced 95.03%
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Jul 10, 2025 Q2 2025 |
1,305
shares
|
$330,165
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
1,303
shares
|
$329,659
0.01% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
1,303
shares
|
$329,659
0.13% of portfolio
|
Q2 2024
Reduced 3.62%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
1,300
shares
|
$328,900
0.04% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
1,300
shares
|
$328,900
0.21% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Jul 16, 2025 Q2 2025 |
1,300
shares
|
$328,900
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
1,298
shares
|
$328,394
0.03% of portfolio
|
Q4 2024
Added 4.26%
|