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 2,447 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
149,300
shares
|
$38.6 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
148,236
shares
|
$38.4 Million
0.03% of portfolio
|
Q1 2025
Added 775.27%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
147,535
shares
|
$38.2 Million
0.87% of portfolio
|
Q1 2025
Added 7.55%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
146,989
shares
|
$38 Million
0.74% of portfolio
|
Q1 2025
Added 18.87%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
146,855
shares
|
$38 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
144,020
shares
|
$37.3 Million
0.33% of portfolio
|
Q1 2025
Added 12.04%
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
143,864
shares
|
$37.2 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
143,687
shares
|
$37.2 Million
0.49% of portfolio
|
Q1 2025
Added 2.9%
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
142,460
shares
|
$36.9 Million
3.44% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
141,609
shares
|
$36.6 Million
3.14% of portfolio
|
Q2 2025
Added 2.5%
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
141,212
shares
|
$36.5 Million
0.59% of portfolio
|
Q1 2025
Added 0.17%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
141,159
shares
|
$36.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
140,004
shares
|
$36.2 Million
3.0% of portfolio
|
Q3 2022
Added 0.8%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
139,569
shares
|
$36.1 Million
0.12% of portfolio
|
Q1 2025
Added 15.0%
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
138,567
shares
|
$35.9 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
Prosperity Consulting Group, LLC
|
May 07, 2025 Q1 2025 |
136,320
shares
|
$35.3 Million
2.21% of portfolio
|
Q1 2025
Added 0.73%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
134,783
shares
|
$34.9 Million
0.84% of portfolio
|
Q4 2023
Added 4.53%
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
134,488
shares
|
$34.8 Million
2.7% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
134,457
shares
|
$34.8 Million
4.58% of portfolio
|
Q4 2024
New holding
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
134,247
shares
|
$34.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
132,784
shares
|
$34.4 Million
1.69% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
132,368
shares
|
$34.3 Million
9.12% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
131,617
shares
|
$34.1 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
130,000
shares
|
$33.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
129,940
shares
|
$33.6 Million
6.6% of portfolio
|
Q1 2025
Added 17.23%
|