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 |
|---|---|---|---|---|---|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
1,165
shares
|
$315,575
0.09% of portfolio
|
Q2 2025
Reduced 15.21%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
1,163
shares
|
$315,033
0.03% of portfolio
|
Q2 2025
Reduced 11.83%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
Aug 11, 2025 Q2 2025 |
1,163
shares
|
$315,033
0.2% of portfolio
|
Q2 2025
Reduced 28.03%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,163
shares
|
$315,033
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
1,162
shares
|
$314,762
0.04% of portfolio
|
Q2 2025
Added 45.98%
|
|
|
44 Wealth Management LLC
|
Aug 14, 2025 Q2 2025 |
1,161
shares
|
$314,491
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
1,157
shares
|
$313,408
0.05% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Grove Street Fiduciary, LLC
Peterborough, NH |
Aug 13, 2025 Q2 2025 |
1,157
shares
|
$313,408
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mbe Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
1,156
shares
|
$313,137
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
1,155
shares
|
$312,866
0.01% of portfolio
|
Q2 2021
Reduced 7.23%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
1,153
shares
|
$312,324
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prairie Sky Financial Group LLC
Westchester, IL |
Jul 28, 2025 Q2 2025 |
1,153
shares
|
$312,324
0.16% of portfolio
|
Q2 2025
Reduced 9.78%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Aug 13, 2025 Q2 2025 |
1,150
shares
|
$311,512
0.03% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,144
shares
|
$309,886
0.04% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Affinity Wealth Management LLC
Wilmington, DE |
Jul 15, 2025 Q2 2025 |
1,144
shares
|
$309,886
0.05% of portfolio
|
Q2 2025
Added 4.67%
|
|
|
Marshall Financial Group LLC
|
Jul 10, 2025 Q2 2025 |
1,142
shares
|
$309,344
0.06% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Van Hulzen Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,142
shares
|
$309,344
0.03% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
1,141
shares
|
$309,074
0.03% of portfolio
|
Q2 2025
Reduced 69.05%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 11, 2025 Q2 2025 |
1,141
shares
|
$309,074
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Broadleaf Partners, LLC
Hudson, OH |
Aug 14, 2025 Q2 2025 |
1,140
shares
|
$308,803
0.07% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
1,140
shares
|
$308,803
0.22% of portfolio
|
Q2 2025
Reduced 35.92%
|
|
|
Willner & Heller, LLC
|
Jul 21, 2025 Q2 2025 |
1,136
shares
|
$307,719
0.25% of portfolio
|
Q2 2025
Reduced 6.12%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
1,136
shares
|
$307,719
0.09% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,134
shares
|
$307,177
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Aug 06, 2025 Q2 2025 |
1,130
shares
|
$306,094
0.08% of portfolio
|
Q2 2025
New holding
|