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 2,449 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 $72.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
300
shares
|
$77,643
0.03% of portfolio
|
Q2 2024
Reduced 65.71%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
300
shares
|
$77,643
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
299
shares
|
$77,384
0.02% of portfolio
|
Q2 2025
Added 36.53%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
293
shares
|
$75,831
0.0% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
292
shares
|
$75,572
0.02% of portfolio
|
Q1 2025
Reduced 54.37%
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
282
shares
|
$72,984
0.0% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
277
shares
|
$71,690
0.01% of portfolio
|
Q1 2025
Added 174.26%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
May 08, 2025 Q1 2025 |
273
shares
|
$70,655
0.01% of portfolio
|
Q3 2024
Reduced 26.81%
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
272
shares
|
$70,396
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Apr 14, 2025 Q1 2025 |
272
shares
|
$70,396
0.03% of portfolio
|
Q1 2025
Reduced 66.42%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
260
shares
|
$67,290
0.01% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
250
shares
|
$64,702
0.01% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
249
shares
|
$64,443
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Angeles Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
246
shares
|
$63,667
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
245
shares
|
$63,408
0.02% of portfolio
|
Q3 2024
Reduced 82.25%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
242
shares
|
$62,632
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
242
shares
|
$62,632
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Jul 24, 2025 Q2 2025 |
239
shares
|
$61,855
0.03% of portfolio
|
Q2 2025
Reduced 10.15%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
233
shares
|
$60,302
0.1% of portfolio
|
Q2 2022
Reduced 93.64%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
229
shares
|
$59,267
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
228
shares
|
$59,008
0.01% of portfolio
|
Q1 2025
Reduced 72.26%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
225
shares
|
$58,232
0.05% of portfolio
|
Q4 2024
Reduced 47.55%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
223
shares
|
$57,714
0.02% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
220
shares
|
$56,938
0.01% of portfolio
|
Q3 2024
Reduced 27.39%
|
|
|
Keener Financial Planning LLC
Keller, TX |
May 09, 2025 Q1 2025 |
218
shares
|
$56,420
0.03% of portfolio
|
Q1 2025
New holding
|