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 2,447 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
326,612
shares
|
$84.5 Million
3.06% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
321,511
shares
|
$83.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
320,873
shares
|
$83 Million
0.15% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Parker Investment Management, LLC
|
May 01, 2025 Q1 2025 |
311,965
shares
|
$80.7 Million
11.51% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
309,613
shares
|
$80.1 Million
0.08% of portfolio
|
Q1 2025
Added 208.47%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
305,400
shares
|
$79 Million
2.75% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
298,694
shares
|
$77.3 Million
3.7% of portfolio
|
Q2 2025
Added 2340.71%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
283,818
shares
|
$73.5 Million
2.66% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
273,849
shares
|
$70.9 Million
4.37% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
270,274
shares
|
$69.9 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
269,222
shares
|
$69.7 Million
2.56% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
255,396
shares
|
$66.1 Million
3.42% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
255,305
shares
|
$66.1 Million
0.66% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
254,796
shares
|
$65.9 Million
9.04% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
250,800
shares
|
$64.9 Million
8.55% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
246,088
shares
|
$63.7 Million
0.36% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
243,544
shares
|
$63 Million
3.61% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Apr 09, 2025 Q1 2025 |
242,096
shares
|
$62.7 Million
22.67% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
234,444
shares
|
$60.7 Million
2.1% of portfolio
|
Q1 2025
Added 252.79%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
226,092
shares
|
$58.5 Million
0.38% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
220,017
shares
|
$56.9 Million
4.87% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
217,262
shares
|
$56.2 Million
0.95% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
217,131
shares
|
$56.2 Million
0.23% of portfolio
|
Q2 2023
Reduced 92.1%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
215,325
shares
|
$55.7 Million
3.91% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
210,867
shares
|
$54.6 Million
0.04% of portfolio
|
Q1 2025
Added 3.1%
|