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 2,447 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $70.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
92,451
shares
|
$23.9 Million
5.22% of portfolio
|
Q1 2025
Reduced 3.59%
|
|
|
Associated Banc Corp
Green Bay, WI |
May 09, 2025 Q1 2025 |
92,432
shares
|
$23.9 Million
0.61% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
92,363
shares
|
$23.9 Million
1.41% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
92,215
shares
|
$23.9 Million
2.56% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Rezny Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
92,000
shares
|
$23.8 Million
5.34% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
91,951
shares
|
$23.8 Million
0.27% of portfolio
|
Q1 2025
Added 35.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
88,688
shares
|
$23 Million
0.11% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
88,487
shares
|
$22.9 Million
1.56% of portfolio
|
N/A
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
88,267
shares
|
$22.8 Million
1.08% of portfolio
|
Q4 2022
Reduced 1.42%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
88,216
shares
|
$22.8 Million
0.36% of portfolio
|
Q1 2025
Reduced 67.77%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
87,399
shares
|
$22.6 Million
2.1% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Apr 30, 2025 Q1 2025 |
86,205
shares
|
$22.3 Million
9.8% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Ptm Wealth Management, LLC
North Wales, X1 |
Jul 08, 2025 Q2 2025 |
85,781
shares
|
$22.2 Million
14.59% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
84,933
shares
|
$22 Million
0.11% of portfolio
|
Q1 2025
Added 13.57%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
84,886
shares
|
$22 Million
1.54% of portfolio
|
Q1 2025
Added 26.45%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
84,734
shares
|
$21.9 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
83,628
shares
|
$21.6 Million
1.41% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
82,885
shares
|
$21.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
82,445
shares
|
$21.3 Million
6.06% of portfolio
|
Q4 2022
Added 18.37%
|
|
|
Cantor Fitzgerald, L. P.
New York, NY |
May 15, 2025 Q1 2025 |
82,086
shares
|
$21.2 Million
0.36% of portfolio
|
Q1 2025
Added 4514.17%
|
|
|
Stillwater Investment Management, LLC
|
Apr 05, 2023 Q1 2023 |
81,683
shares
|
$21.1 Million
3.32% of portfolio
|
Q1 2023
Added 1.0%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
81,673
shares
|
$21.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.63%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
80,654
shares
|
$20.9 Million
3.36% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
80,538
shares
|
$20.8 Million
0.67% of portfolio
|
Q1 2025
Added 49.06%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
79,706
shares
|
$20.6 Million
10.07% of portfolio
|
Q1 2025
Added 0.84%
|