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 2,469 institutions that hold shares in the stock, with a total of 287 Million shares, which have been reported (via 13F filing form) to have a value of $76.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$12,232
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$11,700
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Jul 23, 2025 Q2 2025 |
43
shares
|
$11,434
0.01% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
41
shares
|
$10,902
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
40
shares
|
$10,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
36
shares
|
$9,573
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
35
shares
|
$9,307
0.0% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
|
Morton Brown Family Wealth, LLC
|
Jul 24, 2025 Q2 2025 |
32
shares
|
$8,509
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
26
shares
|
$6,913
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
25
shares
|
$6,648
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
24
shares
|
$6,382
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Aug 07, 2025 Q2 2025 |
24
shares
|
$6,382
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
22
shares
|
$5,850
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
22
shares
|
$5,850
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Aug 07, 2025 Q2 2025 |
20
shares
|
$5,318
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
19
shares
|
$5,052
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13
shares
|
$3,456
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
12
shares
|
$3,191
0.0% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
10
shares
|
$2,659
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
10
shares
|
$2,659
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
9
shares
|
$2,393
0.0% of portfolio
|
Q2 2023
Reduced 89.29%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
8
shares
|
$2,127
0.0% of portfolio
|
Q1 2022
Reduced 11.11%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
7
shares
|
$1,861
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
5
shares
|
$1,329
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bridge Generations Wealth Management LLC
South Miami, FL |
Jul 17, 2025 Q2 2025 |
5
shares
|
$1,329
0.0% of portfolio
|
Q4 2024
New holding
|