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 |
|---|---|---|---|---|---|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
5,068
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2022
Added 32.01%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
5,068
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Calamos Wealth Management LLC
|
Jul 29, 2025 Q2 2025 |
5,058
shares
|
$1.37 Million
0.06% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
5,048
shares
|
$1.37 Million
0.01% of portfolio
|
Q2 2025
Added 43.45%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
5,045
shares
|
$1.37 Million
0.3% of portfolio
|
Q1 2025
Reduced 10.39%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
5,014
shares
|
$1.36 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
5,006
shares
|
$1.36 Million
0.13% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
4,999
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Ackerman Asset Management, LLC
Rockville, MD |
Aug 13, 2025 Q2 2025 |
4,996
shares
|
$1.35 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
4,989
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Grantvest Financial Group LLC
Matawan, NJ |
Aug 13, 2025 Q2 2025 |
4,985
shares
|
$1.35 Million
0.94% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2025 Q2 2025 |
4,982
shares
|
$1.35 Million
0.16% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
4,970
shares
|
$1.35 Million
0.07% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
4,967
shares
|
$1.35 Million
0.27% of portfolio
|
Q2 2025
Added 6.5%
|
|
|
Penobscot Wealth Management
|
Aug 01, 2025 Q2 2025 |
4,964
shares
|
$1.34 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Parisi Gray Wealth Management
|
Jul 08, 2025 Q2 2025 |
4,963
shares
|
$1.34 Million
0.37% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
4,958
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
4,957
shares
|
$1.34 Million
0.03% of portfolio
|
Q2 2025
Added 7.9%
|
|
|
Triangle Securities Wealth Management
|
Jul 10, 2025 Q2 2025 |
4,950
shares
|
$1.34 Million
0.33% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Hourglass Capital, LLC
|
Jul 29, 2025 Q2 2025 |
4,930
shares
|
$1.34 Million
0.32% of portfolio
|
Q2 2025
Reduced 7.5%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
4,912
shares
|
$1.33 Million
0.45% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
4,906
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
4,898
shares
|
$1.33 Million
0.54% of portfolio
|
Q2 2025
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
4,849
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2025
Reduced 28.24%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
4,846
shares
|
$1.31 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.0%
|