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 |
|---|---|---|---|---|---|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
600
shares
|
$162,528
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
598
shares
|
$161,986
0.03% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
595
shares
|
$161,173
0.05% of portfolio
|
Q2 2025
Added 91.94%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 07, 2025 Q2 2025 |
592
shares
|
$160,360
0.11% of portfolio
|
Q2 2024
Reduced 58.16%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
581
shares
|
$157,381
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
578
shares
|
$156,568
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
577
shares
|
$156,297
0.02% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Friedenthal Financial
|
Jul 23, 2025 Q2 2025 |
574
shares
|
$155,485
0.09% of portfolio
|
Q1 2025
Reduced 29.91%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Aug 13, 2025 Q2 2025 |
553
shares
|
$149,796
0.1% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
544
shares
|
$147,358
0.01% of portfolio
|
Q2 2025
Reduced 72.5%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
542
shares
|
$146,816
0.02% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
539
shares
|
$146,004
0.02% of portfolio
|
Q3 2023
Reduced 3.58%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
531
shares
|
$143,837
0.02% of portfolio
|
Q3 2024
Added 68.57%
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
524
shares
|
$141,941
0.04% of portfolio
|
Q1 2025
Added 21.86%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
522
shares
|
$141,399
0.03% of portfolio
|
Q2 2025
Reduced 0.19%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
516
shares
|
$139,774
0.03% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
513
shares
|
$138,961
0.09% of portfolio
|
Q4 2018
Added 905.88%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
509
shares
|
$137,877
0.01% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Dougherty Wealth Advisers LLC
|
Jul 22, 2025 Q2 2025 |
500
shares
|
$135,440
0.08% of portfolio
|
Q4 2018
New holding
|
|
|
Bulwark Capital Corp
Fernandina Beach, FL |
Jul 09, 2025 Q2 2025 |
485
shares
|
$131,376
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
468
shares
|
$126,771
0.0% of portfolio
|
Q1 2025
Reduced 17.61%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 15, 2025 Q2 2025 |
462
shares
|
$125,146
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
460
shares
|
$124,604
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
452
shares
|
$122,437
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
450
shares
|
$121,896
0.09% of portfolio
|
Q2 2025
Added 96.51%
|