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 2,464 institutions that hold shares in the stock, with a total of 282 Million shares, which have been reported (via 13F filing form) to have a value of $74.9 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 |
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
349,151
shares
|
$92.8 Million
15.76% of portfolio
|
Q1 2025
Reduced 25.33%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
346,275
shares
|
$92.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
326,612
shares
|
$86.9 Million
3.06% of portfolio
|
Q1 2025
Added 3.55%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
321,574
shares
|
$85.5 Million
2.87% of portfolio
|
Q2 2025
Added 202.91%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
321,511
shares
|
$85.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 15.07%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
320,873
shares
|
$85.3 Million
0.15% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Parker Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
311,660
shares
|
$82.9 Million
12.46% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
309,613
shares
|
$82.3 Million
0.08% of portfolio
|
Q1 2025
Added 208.47%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
306,934
shares
|
$81.6 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
302,800
shares
|
$80.5 Million
2.68% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
298,694
shares
|
$79.4 Million
3.7% of portfolio
|
Q2 2025
Added 2340.71%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
283,818
shares
|
$75.5 Million
2.66% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
273,849
shares
|
$72.8 Million
4.37% of portfolio
|
Q1 2025
Reduced 12.83%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
270,274
shares
|
$71.9 Million
1.28% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
269,222
shares
|
$71.6 Million
2.56% of portfolio
|
Q1 2025
Added 6.14%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
May 14, 2025 Q1 2025 |
255,396
shares
|
$67.9 Million
3.42% of portfolio
|
Q1 2025
Added 0.86%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
255,305
shares
|
$67.9 Million
0.66% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
253,129
shares
|
$67.3 Million
9.71% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
May 05, 2025 Q1 2025 |
250,800
shares
|
$66.7 Million
8.55% of portfolio
|
Q3 2024
Reduced 13.52%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
246,088
shares
|
$65.4 Million
0.36% of portfolio
|
Q4 2024
Added 3.02%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
243,544
shares
|
$64.8 Million
3.61% of portfolio
|
Q2 2025
Added 34.81%
|
|
|
Imz Advisory Inc
Boca Raton, FL |
Jul 23, 2025 Q2 2025 |
241,071
shares
|
$64.1 Million
25.17% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
235,142
shares
|
$62.5 Million
1.13% of portfolio
|
Q2 2025
Added 8.23%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
230,862
shares
|
$61.4 Million
0.05% of portfolio
|
Q2 2025
Added 9.48%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
226,092
shares
|
$60.1 Million
0.38% of portfolio
|
Q1 2025
Added 2.73%
|