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 |
|---|---|---|---|---|---|
|
Q3 Asset Management
|
Sep 03, 2025 Q2 2025 |
14,180
shares
|
$3.84 Million
1.27% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
14,151
shares
|
$3.83 Million
0.02% of portfolio
|
Q2 2025
Added 15.22%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
14,086
shares
|
$3.82 Million
0.34% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
14,079
shares
|
$3.81 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Donaldson Capital Management, LLC
Evansville, IN |
Aug 07, 2025 Q2 2025 |
14,042
shares
|
$3.8 Million
0.13% of portfolio
|
Q2 2025
Added 20.08%
|
|
|
Spreng Capital Management, Inc.
|
Jul 29, 2025 Q2 2025 |
14,025
shares
|
$3.8 Million
1.49% of portfolio
|
Q2 2025
Reduced 5.65%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
14,021
shares
|
$3.8 Million
0.51% of portfolio
|
Q2 2023
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
14,017
shares
|
$3.8 Million
0.98% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
13,959
shares
|
$3.78 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
13,929
shares
|
$3.77 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
13,839
shares
|
$3.75 Million
0.66% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
13,795
shares
|
$3.74 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.08%
|
|
|
Kagan Cocozza Asset Management
Mickleton, NJ |
Jul 15, 2025 Q2 2025 |
13,781
shares
|
$3.73 Million
2.68% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
13,769
shares
|
$3.73 Million
1.46% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
13,742
shares
|
$3.72 Million
0.16% of portfolio
|
Q2 2025
Reduced 94.14%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
13,730
shares
|
$3.72 Million
0.62% of portfolio
|
Q2 2025
Reduced 6.29%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
13,681
shares
|
$3.71 Million
0.51% of portfolio
|
Q2 2025
Reduced 75.88%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jul 08, 2025 Q2 2025 |
13,601
shares
|
$3.68 Million
2.49% of portfolio
|
Q2 2025
Added 45.25%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
13,577
shares
|
$3.68 Million
0.19% of portfolio
|
Q2 2025
Added 7.31%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jul 15, 2025 Q2 2025 |
13,575
shares
|
$3.68 Million
2.62% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
13,571
shares
|
$3.68 Million
1.72% of portfolio
|
Q2 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jul 21, 2025 Q2 2025 |
13,508
shares
|
$3.66 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
13,495
shares
|
$3.66 Million
0.5% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
Aug 13, 2025 Q2 2025 |
13,420
shares
|
$3.64 Million
1.0% of portfolio
|
Q2 2025
Added 9.29%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
13,371
shares
|
$3.62 Million
1.04% of portfolio
|
Q2 2025
Reduced 0.66%
|