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 |
---|---|---|---|---|---|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
51
shares
|
$13,199
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
Powell Investment Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
50
shares
|
$12,940
0.0% of portfolio
|
Q1 2025
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
50
shares
|
$12,940
0.01% of portfolio
|
Q2 2025
Reduced 66.89%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
47
shares
|
$12,164
0.0% of portfolio
|
Q4 2024
New holding
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
46
shares
|
$11,905
0.0% of portfolio
|
Q3 2024
Reduced 60.34%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$11,387
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
Hager Investment Management Services, LLC
New London, NH |
May 02, 2025 Q1 2025 |
43
shares
|
$11,128
0.01% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
41
shares
|
$10,611
0.01% of portfolio
|
Q1 2025
New holding
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
40
shares
|
$10,352
0.0% of portfolio
|
Q1 2024
New holding
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
36
shares
|
$9,317
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
May 13, 2025 Q1 2025 |
35
shares
|
$9,058
0.0% of portfolio
|
Q4 2024
Reduced 50.7%
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
35
shares
|
$9,058
0.0% of portfolio
|
Q1 2025
New holding
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
33
shares
|
$8,540
0.01% of portfolio
|
Q4 2024
New holding
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
31
shares
|
$8,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
26
shares
|
$6,729
0.0% of portfolio
|
Q4 2024
New holding
|
|
Decision Point Financial, LLC
Mesa, AZ |
May 02, 2025 Q1 2025 |
25
shares
|
$6,470
0.0% of portfolio
|
Q4 2022
New holding
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
24
shares
|
$6,211
0.0% of portfolio
|
Q4 2024
Added 9.09%
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
24
shares
|
$6,211
0.0% of portfolio
|
Q1 2024
Reduced 78.76%
|
|
Financially Speaking Inc
Greenwood Village, CO |
May 07, 2025 Q1 2025 |
24
shares
|
$6,211
0.0% of portfolio
|
Q1 2025
Reduced 99.95%
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
22
shares
|
$5,693
0.0% of portfolio
|
Q4 2024
New holding
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
22
shares
|
$5,693
0.0% of portfolio
|
Q4 2023
New holding
|
|
One8zero8, LLC
Greensboro, NC |
May 07, 2025 Q1 2025 |
21
shares
|
$5,435
0.0% of portfolio
|
Q1 2025
New holding
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
19
shares
|
$4,917
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13
shares
|
$3,364
0.0% of portfolio
|
Q2 2023
New holding
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Jul 01, 2025 Q2 2025 |
12
shares
|
$3,105
0.0% of portfolio
|
Q1 2025
Reduced 80.95%
|