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 |
|---|---|---|---|---|---|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
996
shares
|
$251,988
0.07% of portfolio
|
Q4 2024
Reduced 9.45%
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
996
shares
|
$251,988
0.07% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Glassy Mountain Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
994
shares
|
$251,482
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
994
shares
|
$251,482
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
993
shares
|
$251,229
0.02% of portfolio
|
Q3 2024
Reduced 18.41%
|
|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
990
shares
|
$250,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
988
shares
|
$249,964
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
May 07, 2025 Q1 2025 |
986
shares
|
$249,458
0.15% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
984
shares
|
$248,952
0.08% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
979
shares
|
$247,687
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
979
shares
|
$247,687
0.05% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
978
shares
|
$247,434
0.06% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
975
shares
|
$246,675
0.13% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
974
shares
|
$246,422
0.05% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
972
shares
|
$245,916
0.18% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
970
shares
|
$245,410
0.02% of portfolio
|
Q1 2025
Reduced 19.03%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
970
shares
|
$245,410
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
970
shares
|
$245,410
0.17% of portfolio
|
Q1 2025
Reduced 55.38%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
964
shares
|
$243,892
0.06% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
963
shares
|
$243,639
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
961
shares
|
$243,133
0.04% of portfolio
|
Q2 2025
Reduced 33.08%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
961
shares
|
$243,133
0.05% of portfolio
|
Q1 2025
Added 85.88%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
952
shares
|
$240,856
0.08% of portfolio
|
Q1 2024
Reduced 9.51%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
950
shares
|
$240,350
0.18% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
950
shares
|
$240,350
0.04% of portfolio
|
Q4 2024
New holding
|