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 2,653 institutions that hold shares in the stock, with a total of 211 Million shares, which have been reported (via 13F filing form) to have a value of $60.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Decision Point Financial, LLC
Mesa, AZ |
Jan 28, 2026 Q4 2025 |
94
shares
|
$27,086
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
93
shares
|
$26,797
0.01% of portfolio
|
Q3 2025
Reduced 19.83%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
85
shares
|
$24,492
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
80
shares
|
$23,052
0.01% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
80
shares
|
$23,052
0.02% of portfolio
|
Q3 2025
Reduced 86.49%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Nov 14, 2025 Q3 2025 |
75
shares
|
$21,611
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
75
shares
|
$21,611
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
72
shares
|
$20,746
0.01% of portfolio
|
Q3 2024
Reduced 6.49%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
72
shares
|
$20,746
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
70
shares
|
$20,170
0.0% of portfolio
|
Q3 2025
Reduced 13.58%
|
|
|
Vestwell Advisors, LLC
New York, NY |
Dec 05, 2025 Q3 2025 |
66
shares
|
$19,017
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
65
shares
|
$18,729
0.02% of portfolio
|
Q3 2025
Reduced 53.9%
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 28, 2026 Q4 2025 |
64
shares
|
$18,441
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
60
shares
|
$17,289
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
58
shares
|
$16,712
0.0% of portfolio
|
Q2 2023
Reduced 25.64%
|
|
|
Windsor Advisory Group, LLC
Columbus, OH |
Nov 14, 2025 Q3 2025 |
57
shares
|
$16,424
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jan 29, 2026 Q4 2025 |
50
shares
|
$14,407
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
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%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 20, 2026 Q4 2025 |
44
shares
|
$12,678
0.0% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
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%
|
|