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 2,611 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $52.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cedar Mountain Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
53
shares
|
$15,271
0.0% of portfolio
|
Q1 2025
Reduced 66.88%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
51
shares
|
$14,695
0.0% of portfolio
|
Q3 2024
Added 37.84%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
50
shares
|
$14,407
0.01% of portfolio
|
Q3 2025
Reduced 12.28%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
44
shares
|
$12,678
0.0% of portfolio
|
Q2 2022
Added 131.58%
|
|
|
Hager Investment Management Services, LLC
New London, NH |
Nov 10, 2025 Q3 2025 |
43
shares
|
$12,390
0.01% of portfolio
|
Q1 2025
Reduced 39.44%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
40
shares
|
$11,526
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
40
shares
|
$11,526
0.05% of portfolio
|
Q3 2025
Reduced 83.4%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
36
shares
|
$10,373
0.0% of portfolio
|
Q3 2025
Reduced 21.74%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
36
shares
|
$10,373
0.0% of portfolio
|
Q2 2025
Added 500.0%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
33
shares
|
$9,508
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
32
shares
|
$9,220
0.0% of portfolio
|
Q2 2025
Reduced 51.52%
|
|
|
Core Alternative Capital
|
Nov 03, 2025 Q3 2025 |
30
shares
|
$8,644
0.0% of portfolio
|
Q3 2025
Reduced 45.45%
|
|
|
Daiwa Securities Group Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
29
shares
|
$8,356
0.0% of portfolio
|
Q3 2025
Added 7.41%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
29
shares
|
$8,356
0.0% of portfolio
|
Q3 2025
Reduced 59.15%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
29
shares
|
$8,356
0.01% of portfolio
|
Q2 2025
Added 314.29%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
26
shares
|
$7,491
0.0% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
25
shares
|
$7,203
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 16, 2025 Q3 2025 |
22
shares
|
$6,339
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
19
shares
|
$5,474
0.0% of portfolio
|
Q1 2025
Reduced 26.92%
|
|
|
Ulland Investment Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
17
shares
|
$4,898
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
15
shares
|
$4,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
13
shares
|
$3,745
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 22, 2025 Q3 2025 |
12
shares
|
$3,457
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2025 Q3 2025 |
12
shares
|
$3,457
0.0% of portfolio
|
Q1 2025
Reduced 80.95%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
10
shares
|
$2,881
0.0% of portfolio
|
Q1 2025
New holding
|
|