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 |
---|---|---|---|---|---|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
3,110
shares
|
$842,436
0.19% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
3,107
shares
|
$841,624
0.21% of portfolio
|
Q2 2025
Reduced 89.18%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
3,104
shares
|
$840,811
0.04% of portfolio
|
Q2 2025
Added 10.7%
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Aug 06, 2025 Q2 2025 |
3,101
shares
|
$839,998
0.53% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
Aug 05, 2025 Q2 2025 |
3,100
shares
|
$839,728
0.92% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,097
shares
|
$838,915
0.03% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
3,094
shares
|
$838,102
0.33% of portfolio
|
Q4 2022
Reduced 2.31%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,092
shares
|
$837,560
0.05% of portfolio
|
Q2 2025
Added 1.41%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Apr 28, 2025 Q1 2025 |
3,068
shares
|
$831,059
0.37% of portfolio
|
Q1 2024
New holding
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
3,053
shares
|
$826,996
0.03% of portfolio
|
Q2 2025
Reduced 3.78%
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
3,050
shares
|
$826,184
0.12% of portfolio
|
Q2 2025
Added 108.05%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
3,040
shares
|
$823,475
0.03% of portfolio
|
Q3 2022
New holding
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
3,037
shares
|
$822,662
0.12% of portfolio
|
Q2 2025
Added 0.13%
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
3,032
shares
|
$821,308
0.15% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Jul 17, 2025 Q2 2025 |
3,015
shares
|
$816,703
0.36% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$812,640
0.11% of portfolio
|
Q2 2025
Reduced 25.0%
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
3,000
shares
|
$812,640
0.06% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
Nvest Financial, LLC
|
Jul 28, 2025 Q2 2025 |
2,997
shares
|
$811,827
0.43% of portfolio
|
Q2 2025
New holding
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
2,990
shares
|
$809,931
0.02% of portfolio
|
Q2 2025
Reduced 3.05%
|
|
Oxler Private Wealth LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,973
shares
|
$805,326
0.26% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
2,969
shares
|
$804,242
0.05% of portfolio
|
Q2 2025
Added 0.13%
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
2,953
shares
|
$799,908
0.3% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
2,950
shares
|
$799,096
0.03% of portfolio
|
Q1 2025
Reduced 70.37%
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
2,939
shares
|
$796,116
0.38% of portfolio
|
Q1 2025
Added 3.52%
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
2,934
shares
|
$794,761
0.1% of portfolio
|
Q2 2024
New holding
|