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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
20,086
shares
|
$5.44 Million
0.12% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Advisor Shares Investments LLC
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
20,029
shares
|
$5.43 Million
0.95% of portfolio
|
Q2 2025
Reduced 15.42%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
19,922
shares
|
$5.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
19,882
shares
|
$5.39 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 14, 2025 Q2 2025 |
19,848
shares
|
$5.38 Million
2.36% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
19,754
shares
|
$5.35 Million
0.84% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
19,723
shares
|
$5.34 Million
0.27% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
19,513
shares
|
$5.29 Million
2.73% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,478
shares
|
$5.28 Million
0.19% of portfolio
|
Q2 2025
Reduced 20.5%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,464
shares
|
$5.27 Million
1.75% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
19,372
shares
|
$5.25 Million
1.74% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,226
shares
|
$5.21 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.91%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
19,178
shares
|
$5.19 Million
0.03% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
19,048
shares
|
$5.16 Million
1.18% of portfolio
|
Q2 2025
Reduced 7.28%
|
|
|
Channel Wealth LLC
Santa Barbara, CA |
Jul 09, 2025 Q2 2025 |
18,969
shares
|
$5.14 Million
1.36% of portfolio
|
Q2 2025
Added 19.99%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,954
shares
|
$5.13 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
18,880
shares
|
$5.11 Million
2.66% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
18,838
shares
|
$5.1 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
18,759
shares
|
$5.08 Million
0.31% of portfolio
|
Q2 2025
Added 73.18%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
18,756
shares
|
$5.08 Million
0.62% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jul 21, 2025 Q2 2025 |
18,638
shares
|
$5.05 Million
2.48% of portfolio
|
Q2 2025
Reduced 14.61%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
18,587
shares
|
$5.03 Million
1.89% of portfolio
|
Q2 2025
New holding
|
|
|
Fulcrum Equity Management
|
Aug 25, 2025 Q2 2025 |
18,539
shares
|
$5.02 Million
5.03% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
18,515
shares
|
$5.02 Million
0.63% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
18,378
shares
|
$4.98 Million
0.25% of portfolio
|
Q2 2025
Reduced 28.49%
|