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 2,487 institutions that hold shares in the stock, with a total of 283 Million shares, which have been reported (via 13F filing form) to have a value of $75.3 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 |
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
867
shares
|
$230,552
0.1% of portfolio
|
Q2 2025
New holding
|
|
Hamilton Point Investment Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
866
shares
|
$230,286
0.04% of portfolio
|
Q1 2025
Reduced 2.7%
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
863
shares
|
$229,488
0.06% of portfolio
|
Q1 2024
Reduced 0.69%
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
859
shares
|
$228,425
0.04% of portfolio
|
Q2 2025
New holding
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Aug 07, 2025 Q2 2025 |
858
shares
|
$228,159
0.12% of portfolio
|
Q2 2025
New holding
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
857
shares
|
$227,893
0.08% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
American National Bank
|
Jul 16, 2025 Q2 2025 |
856
shares
|
$227,627
0.02% of portfolio
|
Q2 2025
Added 5.16%
|
|
Cheviot Value Management, LLC
|
Aug 13, 2025 Q2 2025 |
856
shares
|
$227,627
0.03% of portfolio
|
Q1 2025
New holding
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
853
shares
|
$226,829
0.02% of portfolio
|
Q2 2025
New holding
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
849
shares
|
$225,766
0.02% of portfolio
|
Q2 2025
New holding
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
838
shares
|
$222,840
0.06% of portfolio
|
Q2 2025
New holding
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
837
shares
|
$222,575
0.14% of portfolio
|
Q2 2025
New holding
|
|
Davidson Trust CO
|
Jul 28, 2025 Q2 2025 |
836
shares
|
$222,309
0.1% of portfolio
|
Q2 2025
New holding
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
830
shares
|
$220,713
0.01% of portfolio
|
Q2 2025
New holding
|
|
Mcrae Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
829
shares
|
$220,447
0.05% of portfolio
|
Q2 2025
New holding
|
|
Telos Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
829
shares
|
$220,447
0.02% of portfolio
|
Q2 2025
New holding
|
|
Bank Of Stockton
|
Jul 14, 2025 Q2 2025 |
824
shares
|
$219,118
0.06% of portfolio
|
Q2 2025
New holding
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 13, 2025 Q2 2025 |
820
shares
|
$218,054
0.07% of portfolio
|
Q2 2025
New holding
|
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
Aug 12, 2025 Q2 2025 |
820
shares
|
$218,054
0.18% of portfolio
|
Q2 2025
New holding
|
|
Financial Management Network Inc
|
Jul 09, 2025 Q2 2025 |
814
shares
|
$216,458
0.04% of portfolio
|
Q2 2025
New holding
|
|
Qtr Family Wealth, LLC
Lake Mary, FL |
Jul 18, 2025 Q2 2025 |
814
shares
|
$216,458
0.13% of portfolio
|
Q2 2025
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
Aug 07, 2025 Q2 2025 |
813
shares
|
$216,192
0.12% of portfolio
|
Q3 2023
New holding
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
813
shares
|
$216,192
0.03% of portfolio
|
Q2 2025
New holding
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
813
shares
|
$216,192
0.08% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
Aug 04, 2025 Q2 2025 |
811
shares
|
$215,661
0.08% of portfolio
|
Q2 2025
New holding
|