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 2,484 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 $75.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
68,758
shares
|
$18.3 Million
0.61% of portfolio
|
Q2 2025
Added 11.01%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
68,478
shares
|
$18.2 Million
0.68% of portfolio
|
Q1 2025
Added 23.22%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
68,100
shares
|
$18.1 Million
0.93% of portfolio
|
Q2 2025
Reduced 19.31%
|
|
Destiny Wealth Partners, LLC
|
Jul 16, 2025 Q2 2025 |
67,707
shares
|
$18 Million
2.47% of portfolio
|
Q2 2025
Added 3.38%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
67,087
shares
|
$17.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.74%
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
66,723
shares
|
$17.7 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.79%
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
66,645
shares
|
$17.7 Million
12.56% of portfolio
|
Q2 2025
New holding
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
66,073
shares
|
$17.6 Million
0.36% of portfolio
|
Q2 2025
Added 9.15%
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
66,046
shares
|
$17.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
65,911
shares
|
$17.5 Million
0.53% of portfolio
|
Q2 2025
Reduced 18.16%
|
|
Bonfire Financial
Colorado Springs, CO |
Aug 06, 2025 Q2 2025 |
65,111
shares
|
$17.3 Million
13.53% of portfolio
|
Q2 2025
Added 6.71%
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
65,072
shares
|
$17.3 Million
2.2% of portfolio
|
Q2 2025
Added 0.95%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
64,107
shares
|
$17 Million
0.08% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
63,653
shares
|
$16.9 Million
4.22% of portfolio
|
Q3 2023
Reduced 8.95%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
63,645
shares
|
$16.9 Million
1.97% of portfolio
|
Q2 2025
Reduced 16.33%
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
63,451
shares
|
$16.9 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
Socha Financial Group, LLC
Corning, NY |
Jul 29, 2025 Q2 2025 |
63,171
shares
|
$16.8 Million
7.12% of portfolio
|
Q2 2025
Reduced 17.94%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
63,078
shares
|
$16.8 Million
0.18% of portfolio
|
Q2 2025
Added 15.14%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
62,938
shares
|
$16.7 Million
0.43% of portfolio
|
Q2 2025
Added 0.47%
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
62,717
shares
|
$16.7 Million
2.26% of portfolio
|
Q2 2025
Added 22.75%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
62,665
shares
|
$16.7 Million
0.52% of portfolio
|
Q2 2025
Reduced 40.7%
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
62,230
shares
|
$16.5 Million
0.62% of portfolio
|
Q2 2025
Added 1.18%
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
62,090
shares
|
$16.5 Million
0.58% of portfolio
|
Q2 2025
Added 4.25%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
61,625
shares
|
$16.4 Million
1.07% of portfolio
|
Q2 2025
Added 18.26%
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
61,180
shares
|
$16.3 Million
7.42% of portfolio
|
Q4 2022
Reduced 2.34%
|