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 2,492 institutions that hold shares in the stock, with a total of 285 Million shares, which have been reported (via 13F filing form) to have a value of $77.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
24,296
shares
|
$6.58 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
24,296
shares
|
$6.58 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
24,233
shares
|
$6.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 30.66%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
24,197
shares
|
$6.55 Million
0.27% of portfolio
|
Q2 2025
Added 75.14%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
24,138
shares
|
$6.54 Million
0.42% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
24,071
shares
|
$6.52 Million
0.07% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
24,047
shares
|
$6.51 Million
2.59% of portfolio
|
Q2 2025
Reduced 25.57%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
23,990
shares
|
$6.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bouchey Financial Group LTD
|
Aug 08, 2025 Q2 2025 |
23,956
shares
|
$6.49 Million
0.54% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
Aug 14, 2025 Q2 2025 |
23,838
shares
|
$6.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.22%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
23,728
shares
|
$6.43 Million
0.35% of portfolio
|
Q4 2022
Added 559.11%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
23,728
shares
|
$6.43 Million
0.35% of portfolio
|
Q2 2025
Added 35.84%
|
|
|
Ballast, Inc.
|
Jul 29, 2025 Q2 2025 |
23,703
shares
|
$6.42 Million
2.96% of portfolio
|
Q2 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Aug 04, 2025 Q2 2025 |
23,703
shares
|
$6.42 Million
2.96% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
23,660
shares
|
$6.41 Million
1.31% of portfolio
|
Q3 2022
Reduced 20.01%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
23,553
shares
|
$6.38 Million
0.21% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
23,545
shares
|
$6.38 Million
0.53% of portfolio
|
Q2 2025
Added 32.22%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Aug 11, 2025 Q2 2025 |
23,391
shares
|
$6.34 Million
5.15% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
23,315
shares
|
$6.32 Million
4.8% of portfolio
|
Q2 2025
Added 66.48%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
23,307
shares
|
$6.31 Million
0.01% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 05, 2025 Q2 2025 |
23,254
shares
|
$6.3 Million
3.87% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Aug 05, 2025 Q2 2025 |
23,237
shares
|
$6.29 Million
3.69% of portfolio
|
Q2 2025
Added 13.58%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
23,180
shares
|
$6.28 Million
1.31% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
23,136
shares
|
$6.27 Million
0.4% of portfolio
|
Q2 2024
Added 0.18%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
23,063
shares
|
$6.25 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.26%
|