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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,653
shares
|
$989,524
0.34% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
3,653
shares
|
$989,524
0.0% of portfolio
|
Q2 2025
Added 43.37%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,649
shares
|
$988,441
0.15% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
3,645
shares
|
$987,357
0.2% of portfolio
|
Q2 2025
Added 91.54%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
3,640
shares
|
$986,003
0.11% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
3,639
shares
|
$985,732
0.86% of portfolio
|
Q2 2025
Added 77.69%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
3,625
shares
|
$981,940
0.34% of portfolio
|
Q2 2025
Reduced 54.96%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
3,614
shares
|
$978,960
0.3% of portfolio
|
Q2 2025
Added 16.06%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
3,613
shares
|
$978,689
0.06% of portfolio
|
Q2 2025
Added 96.47%
|
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
3,608
shares
|
$977,335
0.17% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
3,588
shares
|
$971,917
0.01% of portfolio
|
Q2 2025
Added 52.88%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
3,574
shares
|
$968,125
0.1% of portfolio
|
Q2 2025
Added 5.43%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,574
shares
|
$968,125
0.43% of portfolio
|
Q2 2025
Added 39.72%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Aug 04, 2025 Q2 2025 |
3,573
shares
|
$967,854
0.74% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
3,572
shares
|
$967,583
0.17% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Aug 14, 2025 Q2 2025 |
3,566
shares
|
$965,958
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,526
shares
|
$955,122
0.17% of portfolio
|
Q2 2025
Added 21.17%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,507
shares
|
$949,976
0.08% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
3,506
shares
|
$949,705
0.31% of portfolio
|
Q2 2025
Added 37.01%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jul 16, 2025 Q2 2025 |
3,506
shares
|
$949,705
0.23% of portfolio
|
Q2 2025
New holding
|
|
|
Alpine Woods Capital Investors, LLC
|
Jul 28, 2025 Q2 2025 |
3,500
shares
|
$948,080
0.19% of portfolio
|
Q1 2024
Reduced 81.31%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
3,495
shares
|
$946,725
0.03% of portfolio
|
Q2 2025
Added 1.07%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,489
shares
|
$945,100
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
3,485
shares
|
$944,016
0.1% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Aug 12, 2025 Q2 2025 |
3,470
shares
|
$939,953
0.56% of portfolio
|
Q1 2024
New holding
|