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 |
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
61,179
shares
|
$16.3 Million
0.77% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
60,660
shares
|
$16.1 Million
1.2% of portfolio
|
Q2 2025
Added 87.63%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
60,524
shares
|
$16.1 Million
0.26% of portfolio
|
Q2 2025
Reduced 31.39%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
60,501
shares
|
$16.1 Million
1.18% of portfolio
|
Q2 2025
Added 1.2%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
59,595
shares
|
$15.8 Million
0.01% of portfolio
|
Q2 2025
Added 12.98%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
59,325
shares
|
$15.8 Million
0.4% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
59,229
shares
|
$15.8 Million
0.73% of portfolio
|
Q4 2024
Added 181.32%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
59,209
shares
|
$15.7 Million
3.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
59,100
shares
|
$15.7 Million
2.6% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
58,891
shares
|
$15.7 Million
2.56% of portfolio
|
Q2 2025
Added 12.64%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
58,710
shares
|
$15.6 Million
0.02% of portfolio
|
Q2 2025
Added 893.57%
|
|
|
Measured Wealth Private Client Group, LLC
|
Aug 13, 2025 Q2 2025 |
58,628
shares
|
$15.6 Million
4.5% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
58,430
shares
|
$15.5 Million
0.8% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
58,362
shares
|
$15.5 Million
0.18% of portfolio
|
Q2 2025
Added 4.85%
|
|
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
Jul 31, 2025 Q2 2025 |
58,192
shares
|
$15.5 Million
7.41% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
56,958
shares
|
$15.1 Million
0.79% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
56,562
shares
|
$15 Million
1.44% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
55,981
shares
|
$14.9 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Sykon Capital LLC
Harrison, NY |
Aug 11, 2025 Q2 2025 |
55,946
shares
|
$14.9 Million
5.17% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
55,834
shares
|
$14.8 Million
0.2% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
55,831
shares
|
$14.8 Million
11.36% of portfolio
|
Q2 2025
Added 37.48%
|
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
55,011
shares
|
$14.6 Million
1.25% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
54,975
shares
|
$14.6 Million
2.05% of portfolio
|
Q3 2023
Added 39.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
54,699
shares
|
$14.5 Million
0.19% of portfolio
|
Q2 2025
Reduced 29.26%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
54,667
shares
|
$14.5 Million
0.17% of portfolio
|
Q2 2025
Added 1.54%
|