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 2,523 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 $52.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,275
shares
|
$362,967
0.09% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,275
shares
|
$362,967
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Oct 20, 2025 Q3 2025 |
1,275
shares
|
$362,967
0.04% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
1,268
shares
|
$360,974
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
1,265
shares
|
$360,120
0.13% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,261
shares
|
$358,981
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,261
shares
|
$358,981
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,260
shares
|
$358,696
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Peterson Wealth Management
|
Oct 15, 2025 Q2 2025 |
1,257
shares
|
$357,842
0.19% of portfolio
|
Q2 2025
Reduced 95.59%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,254
shares
|
$356,988
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Oct 17, 2025 Q3 2025 |
1,253
shares
|
$356,704
0.25% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
1,252
shares
|
$356,419
0.09% of portfolio
|
Q2 2025
Reduced 25.34%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,251
shares
|
$356,134
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$355,280
0.27% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
1,243
shares
|
$353,857
0.01% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
1,242
shares
|
$353,572
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
1,242
shares
|
$353,572
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,241
shares
|
$353,287
0.03% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,236
shares
|
$351,864
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,235
shares
|
$351,579
0.07% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
1,235
shares
|
$351,579
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
1,227
shares
|
$349,302
0.18% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
1,223
shares
|
$348,163
0.22% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
1,220
shares
|
$347,309
0.02% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,220
shares
|
$347,309
0.11% of portfolio
|
Q4 2024
New holding
|