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 |
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
149,300
shares
|
$39.7 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
148,236
shares
|
$39.4 Million
0.03% of portfolio
|
Q1 2025
Added 775.27%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
146,855
shares
|
$39.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
145,348
shares
|
$38.7 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
144,020
shares
|
$38.3 Million
0.33% of portfolio
|
Q1 2025
Added 12.04%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
143,864
shares
|
$38.3 Million
2.35% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
143,687
shares
|
$38.2 Million
0.49% of portfolio
|
Q1 2025
Added 2.9%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
142,532
shares
|
$37.9 Million
0.59% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
142,460
shares
|
$37.9 Million
3.44% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
141,609
shares
|
$37.7 Million
3.14% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
141,159
shares
|
$37.5 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
140,004
shares
|
$37.2 Million
3.0% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
139,569
shares
|
$37.1 Million
0.12% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 08, 2025 Q2 2025 |
139,460
shares
|
$37.1 Million
3.03% of portfolio
|
Q2 2025
Reduced 28.06%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
138,567
shares
|
$36.8 Million
3.5% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
134,783
shares
|
$35.8 Million
0.84% of portfolio
|
Q4 2023
Added 4.53%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
134,457
shares
|
$35.8 Million
4.58% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
134,247
shares
|
$35.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.76%
|
|
|
Prosperity Consulting Group, LLC
|
Aug 05, 2025 Q2 2025 |
134,190
shares
|
$35.7 Million
2.52% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Brave Asset Management Inc
|
Jul 16, 2025 Q2 2025 |
132,368
shares
|
$35.2 Million
9.12% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
131,617
shares
|
$35 Million
0.71% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
131,563
shares
|
$35 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
130,000
shares
|
$34.6 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
129,940
shares
|
$34.6 Million
6.6% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
129,097
shares
|
$34.3 Million
2.83% of portfolio
|
Q2 2025
Added 3.67%
|