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 2,407 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $40.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rezny Wealth Management, Inc.
|
May 12, 2025 Q1 2025 |
90,444
shares
|
$20.9 Million
4.91% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
88,688
shares
|
$20.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
88,487
shares
|
$20.4 Million
1.56% of portfolio
|
N/A
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
88,267
shares
|
$20.4 Million
1.08% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
88,216
shares
|
$20.4 Million
0.36% of portfolio
|
Q1 2025
Reduced 67.77%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
87,399
shares
|
$20.2 Million
1.8% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
86,205
shares
|
$19.9 Million
9.8% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
84,933
shares
|
$19.6 Million
0.11% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
84,886
shares
|
$19.6 Million
1.54% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
84,734
shares
|
$19.6 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
84,395
shares
|
$19.5 Million
0.74% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
83,628
shares
|
$19.3 Million
1.41% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
82,885
shares
|
$19.1 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
82,445
shares
|
$19 Million
6.06% of portfolio
|
Q4 2022
Added 18.37%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
82,086
shares
|
$19 Million
0.36% of portfolio
|
Q1 2025
Added 4514.17%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
81,683
shares
|
$18.9 Million
3.32% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
81,673
shares
|
$18.9 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
81,408
shares
|
$18.8 Million
0.31% of portfolio
|
Q1 2025
Reduced 39.15%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
80,654
shares
|
$18.6 Million
3.36% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
80,538
shares
|
$18.6 Million
0.67% of portfolio
|
Q1 2025
Added 49.06%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
79,706
shares
|
$18.4 Million
10.07% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
79,329
shares
|
$18.3 Million
0.22% of portfolio
|
Q1 2025
Reduced 23.61%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
78,852
shares
|
$18.2 Million
1.04% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
78,810
shares
|
$18.2 Million
2.38% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
May 07, 2025 Q1 2025 |
78,773
shares
|
$18.2 Million
14.89% of portfolio
|
Q1 2025
New holding
|