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 |
|---|---|---|---|---|---|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
1,276
shares
|
$345,642
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Joel Adams & Associates, Inc.
Asheville, NC |
Jul 25, 2025 Q2 2025 |
1,275
shares
|
$345,372
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
1,275
shares
|
$345,372
0.04% of portfolio
|
Q2 2025
Added 20.62%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
1,261
shares
|
$341,579
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
1,261
shares
|
$341,579
0.03% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,260
shares
|
$341,308
0.15% of portfolio
|
Q2 2023
New holding
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
1,260
shares
|
$341,308
0.16% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
1,254
shares
|
$339,683
0.13% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,253
shares
|
$339,412
0.08% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
1,252
shares
|
$339,141
0.09% of portfolio
|
Q2 2025
Reduced 25.34%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jul 11, 2025 Q2 2025 |
1,252
shares
|
$339,141
0.25% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Baker Boyer National Bank
|
Jul 25, 2025 Q2 2025 |
1,251
shares
|
$338,870
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
1,248
shares
|
$338,058
0.27% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Hendershot Investments Inc.
|
Aug 13, 2025 Q2 2025 |
1,242
shares
|
$336,432
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
1,242
shares
|
$336,432
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,241
shares
|
$336,162
0.03% of portfolio
|
Q2 2025
Added 9.63%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
1,238
shares
|
$335,349
0.01% of portfolio
|
Q1 2025
Reduced 16.24%
|
|
|
Burns Matteson Capital Management, LLC
Corning, NY |
Jul 15, 2025 Q2 2025 |
1,236
shares
|
$334,807
0.15% of portfolio
|
Q3 2024
Reduced 31.07%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,236
shares
|
$334,807
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,235
shares
|
$334,536
0.07% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Lauer Wealth, LLC
Valparaiso, IN |
Aug 12, 2025 Q2 2025 |
1,235
shares
|
$334,536
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Jul 31, 2025 Q2 2025 |
1,226
shares
|
$332,098
0.18% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Jul 21, 2025 Q2 2025 |
1,223
shares
|
$331,286
0.22% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Aug 14, 2025 Q2 2025 |
1,220
shares
|
$330,473
0.02% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
1,220
shares
|
$330,473
0.11% of portfolio
|
Q4 2024
New holding
|