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 |
|---|---|---|---|---|---|
|
Tanglewood Wealth Management, Inc.
|
Jul 21, 2025 Q2 2025 |
5,624
shares
|
$1.52 Million
0.15% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
5,622
shares
|
$1.52 Million
0.71% of portfolio
|
Q2 2025
Added 16.35%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
5,602
shares
|
$1.52 Million
0.23% of portfolio
|
Q1 2024
Reduced 1.77%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
5,589
shares
|
$1.51 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
5,557
shares
|
$1.51 Million
0.39% of portfolio
|
Q2 2025
Reduced 40.19%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
5,541
shares
|
$1.5 Million
0.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
5,534
shares
|
$1.5 Million
0.05% of portfolio
|
Q2 2022
Reduced 16.38%
|
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 07, 2025 Q2 2025 |
5,515
shares
|
$1.49 Million
0.35% of portfolio
|
Q2 2025
Added 21.34%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
5,508
shares
|
$1.49 Million
0.19% of portfolio
|
Q1 2024
Added 37.94%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,480
shares
|
$1.48 Million
0.57% of portfolio
|
Q4 2022
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
5,477
shares
|
$1.48 Million
0.11% of portfolio
|
Q2 2025
Added 152.51%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
5,474
shares
|
$1.48 Million
0.12% of portfolio
|
Q2 2025
Reduced 11.42%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,467
shares
|
$1.48 Million
0.01% of portfolio
|
Q2 2025
Added 3.48%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
5,452
shares
|
$1.48 Million
1.36% of portfolio
|
Q2 2025
Added 125.2%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
5,450
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 23, 2025 Q2 2025 |
5,446
shares
|
$1.48 Million
0.28% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
5,432
shares
|
$1.47 Million
1.11% of portfolio
|
Q2 2025
Added 107.57%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
5,430
shares
|
$1.47 Million
0.11% of portfolio
|
Q2 2025
Added 27.49%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
5,426
shares
|
$1.47 Million
0.59% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
5,423
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2022
Reduced 0.48%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
5,416
shares
|
$1.47 Million
0.82% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
5,405
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
5,391
shares
|
$1.46 Million
0.1% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
May 20, 2025 Q1 2025 |
5,391
shares
|
$1.46 Million
0.94% of portfolio
|
Q1 2025
Added 31.2%
|
|
|
Prospect Financial Services LLC
Melville, NY |
Aug 05, 2025 Q2 2025 |
5,385
shares
|
$1.46 Million
0.62% of portfolio
|
Q2 2025
Reduced 57.4%
|