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 |
|---|---|---|---|---|---|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,616
shares
|
$1.25 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
4,614
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
4,613
shares
|
$1.25 Million
0.24% of portfolio
|
Q2 2025
Reduced 23.18%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
4,612
shares
|
$1.25 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
4,610
shares
|
$1.25 Million
0.22% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
4,607
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,592
shares
|
$1.24 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.64%
|
|
|
Cypress Capital Advisors, LLC
Franklin, TN |
Aug 27, 2025 Q2 2025 |
4,584
shares
|
$1.24 Million
0.73% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
4,580
shares
|
$1.24 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.2%
|
|
|
Xcel Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,573
shares
|
$1.24 Million
0.35% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
4,567
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
4,559
shares
|
$1.23 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,556
shares
|
$1.23 Million
0.42% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,526
shares
|
$1.23 Million
0.79% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Everett Harris & CO
|
Aug 08, 2025 Q2 2025 |
4,525
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,515
shares
|
$1.22 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
4,513
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
4,512
shares
|
$1.22 Million
0.09% of portfolio
|
Q2 2025
Added 41.31%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
4,510
shares
|
$1.22 Million
0.61% of portfolio
|
Q1 2022
New holding
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
4,500
shares
|
$1.22 Million
0.71% of portfolio
|
Q4 2023
Reduced 1.11%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jul 09, 2025 Q2 2025 |
4,496
shares
|
$1.22 Million
0.31% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Morton Community Bank
East Peoria, IL |
Aug 13, 2025 Q2 2025 |
4,480
shares
|
$1.21 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 15, 2025 Q2 2025 |
4,479
shares
|
$1.21 Million
0.52% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Aug 07, 2025 Q2 2025 |
4,459
shares
|
$1.21 Million
0.21% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jul 17, 2025 Q2 2025 |
4,433
shares
|
$1.2 Million
1.0% of portfolio
|
Q2 2025
New holding
|