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 |
---|---|---|---|---|---|
Sather Financial Group Inc
|
Jul 25, 2025 Q2 2025 |
3,973
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2025
Added 0.28%
|
|
Next Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,971
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2025
Added 4.12%
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
3,970
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 4862.5%
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
3,966
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2025
Reduced 23.42%
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
3,958
shares
|
$1.07 Million
0.84% of portfolio
|
Q2 2025
Reduced 11.32%
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,952
shares
|
$1.07 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
First Wilshire Securities Management Inc
Pasadena, CA |
Aug 13, 2025 Q2 2025 |
3,950
shares
|
$1.07 Million
0.31% of portfolio
|
Q2 2022
Added 2.6%
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
3,944
shares
|
$1.07 Million
0.57% of portfolio
|
Q4 2024
Added 19.77%
|
|
Dopkins Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,927
shares
|
$1.06 Million
0.47% of portfolio
|
Q2 2025
Reduced 19.89%
|
|
Delta Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
3,925
shares
|
$1.06 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
3,905
shares
|
$1.06 Million
0.41% of portfolio
|
Q4 2024
Added 1.17%
|
|
Main Street Investment Advisors LLC
|
Aug 11, 2025 Q2 2025 |
3,889
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2024
Added 45.98%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
3,888
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
3,887
shares
|
$1.05 Million
0.02% of portfolio
|
Q2 2025
Added 21.96%
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,873
shares
|
$1.05 Million
0.19% of portfolio
|
Q2 2025
Added 14.89%
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Aug 13, 2025 Q2 2025 |
3,870
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2025
Added 2.49%
|
|
Pacific Wealth Strategies Group, Inc.
|
Aug 05, 2025 Q2 2025 |
3,869
shares
|
$1.05 Million
0.66% of portfolio
|
Q3 2024
Added 14.84%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
3,866
shares
|
$1.05 Million
0.14% of portfolio
|
Q2 2022
Reduced 20.06%
|
|
Mwa Asset Management
Lexington, MA |
Aug 12, 2025 Q2 2025 |
3,862
shares
|
$1.05 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
3,860
shares
|
$1.05 Million
0.38% of portfolio
|
Q2 2025
Added 43.39%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
3,859
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Added 51.39%
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
3,854
shares
|
$1.04 Million
0.43% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
3,850
shares
|
$1.04 Million
0.09% of portfolio
|
Q1 2025
Reduced 9.41%
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
3,842
shares
|
$1.04 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
3,838
shares
|
$1.04 Million
0.51% of portfolio
|
Q2 2025
Added 0.37%
|