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 |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
21,702
shares
|
$5.88 Million
0.08% of portfolio
|
Q2 2025
Added 37.46%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
21,622
shares
|
$5.86 Million
0.63% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Clay Northam Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
21,594
shares
|
$5.85 Million
3.58% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
21,309
shares
|
$5.77 Million
1.0% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
21,289
shares
|
$5.77 Million
1.26% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Estate Counselors, LLC
|
Aug 11, 2025 Q2 2025 |
21,235
shares
|
$5.75 Million
1.44% of portfolio
|
Q2 2025
Reduced 44.13%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
21,204
shares
|
$5.74 Million
1.85% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
21,132
shares
|
$5.72 Million
1.67% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Ifc Advisors LLC
Los Angeles, CA |
Jul 28, 2025 Q2 2025 |
21,012
shares
|
$5.69 Million
1.0% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
21,000
shares
|
$5.69 Million
0.44% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
20,985
shares
|
$5.68 Million
0.22% of portfolio
|
Q2 2025
Added 16.22%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
20,983
shares
|
$5.68 Million
0.12% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Iron Bridge Private Wealth, LLC
|
May 15, 2025 Q1 2025 |
20,899
shares
|
$5.66 Million
1.83% of portfolio
|
Q1 2025
Added 9.71%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
20,873
shares
|
$5.65 Million
0.95% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2025 Q2 2025 |
20,868
shares
|
$5.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
20,726
shares
|
$5.61 Million
1.13% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
20,688
shares
|
$5.6 Million
3.39% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
20,586
shares
|
$5.58 Million
0.12% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
20,351
shares
|
$5.51 Million
0.32% of portfolio
|
Q2 2025
Added 13.46%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
20,340
shares
|
$5.51 Million
1.53% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
20,323
shares
|
$5.51 Million
0.48% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Canton Hathaway, LLC
|
Aug 04, 2025 Q2 2025 |
20,310
shares
|
$5.5 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
20,287
shares
|
$5.5 Million
1.75% of portfolio
|
Q2 2025
Added 22.58%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
20,253
shares
|
$5.49 Million
0.33% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
20,181
shares
|
$5.47 Million
3.35% of portfolio
|
Q2 2025
Added 1396.0%
|