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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
531
shares
|
$134,343
0.01% of portfolio
|
Q3 2024
Added 68.57%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
524
shares
|
$132,572
0.03% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
522
shares
|
$132,066
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
519
shares
|
$131,307
0.01% of portfolio
|
Q1 2025
Reduced 3.71%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
513
shares
|
$129,789
0.09% of portfolio
|
Q4 2018
Added 905.88%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
508
shares
|
$128,524
0.02% of portfolio
|
Q4 2023
Reduced 12.86%
|
|
|
Dougherty Wealth Advisers LLC
|
Apr 25, 2025 Q1 2025 |
500
shares
|
$126,500
0.08% of portfolio
|
Q4 2018
New holding
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
490
shares
|
$123,970
0.03% of portfolio
|
Q2 2023
Reduced 23.79%
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
485
shares
|
$122,705
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cypress Asset Management Inc
Houston, TX |
Feb 24, 2025 Q4 2024 |
479
shares
|
$121,187
0.03% of portfolio
|
Q1 2024
Reduced 78.33%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
468
shares
|
$118,404
0.0% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
462
shares
|
$116,886
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
452
shares
|
$114,356
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
May 06, 2025 Q1 2025 |
446
shares
|
$112,838
0.07% of portfolio
|
Q4 2024
Reduced 25.54%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
443
shares
|
$112,079
0.03% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
442
shares
|
$111,826
0.11% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
West Oak Capital, LLC
|
Jul 14, 2025 Q2 2025 |
440
shares
|
$111,320
0.04% of portfolio
|
Q4 2024
Reduced 63.03%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
440
shares
|
$111,320
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
435
shares
|
$110,055
0.01% of portfolio
|
Q1 2025
Reduced 99.55%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
430
shares
|
$108,790
0.0% of portfolio
|
Q1 2025
Reduced 18.87%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
425
shares
|
$107,525
0.04% of portfolio
|
Q2 2024
Added 3763.64%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
416
shares
|
$105,248
0.01% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
400
shares
|
$101,200
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
May 05, 2025 Q1 2025 |
400
shares
|
$101,200
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
400
shares
|
$101,200
0.03% of portfolio
|
Q4 2024
New holding
|