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 |
|---|---|---|---|---|---|
|
Caxton Associates LP
New York, NY |
Feb 14, 2025 Q4 2024 |
990
shares
|
$268,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chapin Davis, Inc.
Baltimore, MD |
Jul 14, 2025 Q2 2025 |
988
shares
|
$267,629
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Regency Capital Management Inc.\De
|
Jul 22, 2025 Q2 2025 |
986
shares
|
$267,087
0.13% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
986
shares
|
$267,087
0.17% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
984
shares
|
$266,545
0.08% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
984
shares
|
$266,545
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
981
shares
|
$265,733
0.04% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
979
shares
|
$265,191
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
979
shares
|
$265,191
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jul 17, 2025 Q2 2025 |
979
shares
|
$265,191
0.05% of portfolio
|
Q2 2025
Reduced 32.39%
|
|
|
Bbr Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
977
shares
|
$264,649
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
976
shares
|
$264,378
0.05% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
975
shares
|
$264,108
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
National Wealth Management Group, LLC
Cincinnati, OH |
May 15, 2025 Q1 2025 |
975
shares
|
$264,108
0.13% of portfolio
|
Q1 2025
Added 2.63%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
974
shares
|
$263,837
0.05% of portfolio
|
Q2 2024
Reduced 2.4%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
972
shares
|
$263,295
0.18% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
971
shares
|
$263,024
0.02% of portfolio
|
Q2 2025
Added 13.04%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
970
shares
|
$262,753
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
963
shares
|
$260,857
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
963
shares
|
$260,857
0.02% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
962
shares
|
$260,586
0.02% of portfolio
|
Q2 2025
Reduced 41.27%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
961
shares
|
$260,315
0.04% of portfolio
|
Q2 2025
Reduced 33.08%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
960
shares
|
$260,044
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Pinnacle Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
957
shares
|
$259,232
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Df Dent & CO Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
956
shares
|
$258,961
0.0% of portfolio
|
Q2 2025
New holding
|