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 |
---|---|---|---|---|---|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
2,796
shares
|
$757,380
0.01% of portfolio
|
Q2 2025
Added 11.26%
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
2,792
shares
|
$756,296
0.06% of portfolio
|
Q4 2023
Reduced 2.17%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
2,792
shares
|
$756,296
0.22% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jul 08, 2025 Q2 2025 |
2,789
shares
|
$755,484
0.23% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,768
shares
|
$749,795
0.08% of portfolio
|
Q2 2024
New holding
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jul 21, 2025 Q2 2025 |
2,761
shares
|
$747,899
0.82% of portfolio
|
Q2 2025
Reduced 7.81%
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
2,755
shares
|
$746,274
0.13% of portfolio
|
Q1 2025
Added 9.2%
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
2,743
shares
|
$743,023
0.11% of portfolio
|
Q1 2025
Added 26.46%
|
|
Clare Market Investments LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
2,741
shares
|
$742,482
0.15% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
2,732
shares
|
$740,044
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 14, 2025 Q2 2025 |
2,731
shares
|
$739,773
0.16% of portfolio
|
Q2 2025
Added 13.93%
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
2,730
shares
|
$739,502
0.22% of portfolio
|
Q2 2025
New holding
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
2,710
shares
|
$734,084
0.14% of portfolio
|
Q1 2025
New holding
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
2,703
shares
|
$732,188
0.09% of portfolio
|
Q1 2025
Added 22.7%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
2,701
shares
|
$731,646
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 16, 2025 Q2 2025 |
2,700
shares
|
$731,376
0.48% of portfolio
|
Q1 2025
Added 7.4%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
2,695
shares
|
$730,021
0.11% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,687
shares
|
$727,854
0.08% of portfolio
|
Q2 2025
Added 33.02%
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
2,680
shares
|
$725,958
0.04% of portfolio
|
Q2 2025
Added 6.99%
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,676
shares
|
$724,874
0.17% of portfolio
|
Q2 2025
Added 0.11%
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Aug 14, 2025 Q2 2025 |
2,674
shares
|
$724,333
0.49% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
2,672
shares
|
$723,791
0.18% of portfolio
|
Q2 2025
New holding
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
2,671
shares
|
$723,520
0.31% of portfolio
|
Q2 2025
Added 0.94%
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Aug 07, 2025 Q2 2025 |
2,670
shares
|
$723,249
0.25% of portfolio
|
Q4 2024
New holding
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
2,667
shares
|
$722,436
0.0% of portfolio
|
Q2 2025
Reduced 19.89%
|