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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
17,368
shares
|
$4.7 Million
0.36% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
17,352
shares
|
$4.7 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jul 11, 2025 Q2 2025 |
17,350
shares
|
$4.7 Million
1.35% of portfolio
|
Q2 2025
Added 4.75%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
17,271
shares
|
$4.68 Million
2.2% of portfolio
|
Q2 2025
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
17,250
shares
|
$4.67 Million
0.38% of portfolio
|
Q2 2025
Added 47.4%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,232
shares
|
$4.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.57%
|
|
|
Thor Trading Advisors, LLC
Greensburg, PA |
Aug 13, 2025 Q2 2025 |
17,188
shares
|
$4.66 Million
5.47% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisory Group LLC
Redmond, WA |
Aug 07, 2025 Q2 2025 |
17,148
shares
|
$4.65 Million
0.41% of portfolio
|
Q1 2025
Reduced 30.0%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
17,017
shares
|
$4.61 Million
0.35% of portfolio
|
Q2 2025
Reduced 69.12%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
16,981
shares
|
$4.6 Million
0.69% of portfolio
|
Q2 2025
Reduced 10.24%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
16,963
shares
|
$4.59 Million
0.09% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
16,960
shares
|
$4.59 Million
0.58% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
16,680
shares
|
$4.52 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
16,657
shares
|
$4.51 Million
1.27% of portfolio
|
Q2 2025
Reduced 25.07%
|
|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
16,655
shares
|
$4.51 Million
1.17% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
16,450
shares
|
$4.46 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,438
shares
|
$4.45 Million
0.09% of portfolio
|
Q4 2023
Added 15.06%
|
|
|
Capitol Family Office, Inc.
|
Aug 06, 2025 Q2 2025 |
16,424
shares
|
$4.45 Million
5.43% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
16,417
shares
|
$4.45 Million
0.23% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Mezzasalma Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
16,367
shares
|
$4.43 Million
1.3% of portfolio
|
Q2 2025
Added 2.81%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
16,348
shares
|
$4.43 Million
0.2% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
16,299
shares
|
$4.42 Million
0.0% of portfolio
|
Q2 2025
Added 45.06%
|
|
|
Successful Portfolios LLC
|
Jul 21, 2025 Q2 2025 |
16,275
shares
|
$4.41 Million
2.55% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
16,264
shares
|
$4.41 Million
0.08% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 15, 2025 Q2 2025 |
16,224
shares
|
$4.39 Million
0.2% of portfolio
|
Q2 2025
New holding
|