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 2,624 institutions that hold shares in the stock, with a total of 189 Million shares, which have been reported (via 13F filing form) to have a value of $54.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
75
shares
|
$21,611
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
75
shares
|
$21,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
72
shares
|
$20,746
0.0% of portfolio
|
Q3 2024
Reduced 92.76%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
72
shares
|
$20,746
0.01% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
70
shares
|
$20,170
0.0% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
66
shares
|
$19,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
65
shares
|
$18,729
0.0% of portfolio
|
Q2 2025
Reduced 66.32%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
65
shares
|
$18,729
0.02% of portfolio
|
Q3 2025
Reduced 53.9%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
60
shares
|
$17,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
58
shares
|
$16,712
0.0% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
57
shares
|
$16,424
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
56
shares
|
$16,136
0.0% of portfolio
|
Q1 2024
Reduced 80.42%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Oct 31, 2025 Q3 2025 |
54
shares
|
$15,560
0.01% of portfolio
|
Q3 2025
Reduced 30.77%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
53
shares
|
$15,271
0.0% of portfolio
|
Q1 2025
Reduced 66.88%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
51
shares
|
$14,695
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
50
shares
|
$14,407
0.01% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$12,678
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
43
shares
|
$12,390
0.01% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
40
shares
|
$11,526
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$11,526
0.05% of portfolio
|
Q3 2025
Reduced 83.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
36
shares
|
$10,373
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
36
shares
|
$10,373
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
34
shares
|
$9,797
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
33
shares
|
$9,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
32
shares
|
$9,220
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|