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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
158,473
shares
|
$42.9 Million
3.93% of portfolio
|
Q1 2025
Reduced 11.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
158,214
shares
|
$42.9 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.62%
|
|
|
Marks Wealth, LLC
|
Jul 18, 2025 Q2 2025 |
153,025
shares
|
$41.5 Million
12.57% of portfolio
|
Q2 2025
New holding
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
150,745
shares
|
$40.8 Million
0.22% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
149,378
shares
|
$40.5 Million
3.85% of portfolio
|
Q3 2022
New holding
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
149,371
shares
|
$40.5 Million
0.13% of portfolio
|
Q2 2025
Added 112.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
149,300
shares
|
$40.4 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
145,348
shares
|
$39.4 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
144,862
shares
|
$39.2 Million
4.37% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
143,864
shares
|
$39 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
143,716
shares
|
$38.9 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
142,661
shares
|
$38.6 Million
0.07% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
142,532
shares
|
$38.6 Million
0.59% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
142,460
shares
|
$38.6 Million
3.44% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
142,120
shares
|
$38.5 Million
8.4% of portfolio
|
Q2 2025
Added 9.37%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
141,609
shares
|
$38.4 Million
3.14% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
140,004
shares
|
$37.9 Million
3.0% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
139,460
shares
|
$37.8 Million
3.03% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
138,567
shares
|
$37.5 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Aug 14, 2025 Q2 2025 |
137,245
shares
|
$37.2 Million
0.08% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
134,783
shares
|
$36.5 Million
0.84% of portfolio
|
Q4 2023
Added 4.53%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
134,190
shares
|
$36.3 Million
2.52% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
132,562
shares
|
$35.9 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
132,368
shares
|
$35.9 Million
9.12% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
131,617
shares
|
$35.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.91%
|