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 |
|---|---|---|---|---|---|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
3,464
shares
|
$938,328
0.05% of portfolio
|
Q2 2025
Added 36.32%
|
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
3,463
shares
|
$938,057
0.09% of portfolio
|
Q2 2025
Added 69.59%
|
|
|
La Fleur & Godfrey LLC
|
Jul 14, 2025 Q2 2025 |
3,425
shares
|
$927,764
0.11% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,424
shares
|
$927,493
0.02% of portfolio
|
Q2 2025
Added 68.92%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
3,413
shares
|
$924,513
0.14% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
3,412
shares
|
$924,242
0.07% of portfolio
|
Q2 2025
Added 2.83%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,405
shares
|
$922,346
0.05% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
3,399
shares
|
$920,721
0.09% of portfolio
|
Q2 2025
Added 158.87%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,398
shares
|
$920,450
0.4% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
3,392
shares
|
$918,824
0.22% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
3,392
shares
|
$918,824
0.35% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
3,385
shares
|
$916,928
1.07% of portfolio
|
Q1 2025
Added 10.62%
|
|
|
180 Wealth Advisors, LLC
|
Jul 30, 2025 Q2 2025 |
3,376
shares
|
$914,490
0.12% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Aug 06, 2025 Q2 2025 |
3,370
shares
|
$912,865
0.73% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
3,364
shares
|
$911,240
0.05% of portfolio
|
Q1 2025
Added 29.24%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jul 22, 2025 Q2 2025 |
3,360
shares
|
$910,156
0.68% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
3,357
shares
|
$909,344
0.07% of portfolio
|
Q1 2025
Reduced 7.57%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
3,350
shares
|
$907,448
0.42% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
3,341
shares
|
$905,010
0.03% of portfolio
|
Q2 2025
Added 6.78%
|
|
|
Htg Investment Advisors, Inc.
New Canaan, CT |
Jul 23, 2025 Q2 2025 |
3,339
shares
|
$904,468
0.31% of portfolio
|
Q2 2025
Added 14.19%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
3,335
shares
|
$903,384
0.16% of portfolio
|
Q2 2025
Added 213.15%
|
|
|
Dsg Capital Advisors, LLC
Edina, MN |
Jul 15, 2025 Q2 2025 |
3,312
shares
|
$897,154
0.15% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jul 09, 2025 Q2 2025 |
3,290
shares
|
$891,195
0.19% of portfolio
|
Q2 2025
Added 239.53%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Jul 31, 2025 Q2 2025 |
3,286
shares
|
$890,111
0.35% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
3,285
shares
|
$889,840
0.21% of portfolio
|
Q2 2025
Added 0.95%
|