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 2,612 institutions that hold shares in the stock, with a total of 184 Million shares, which have been reported (via 13F filing form) to have a value of $52.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
44,552
shares
|
$12.8 Million
4.48% of portfolio
|
Q4 2024
Added 6.11%
|
|
|
Ars Investment Partners, LLC
|
Oct 15, 2025 Q3 2025 |
44,138
shares
|
$12.7 Million
1.08% of portfolio
|
Q3 2025
Added 4.52%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
44,100
shares
|
$12.7 Million
0.08% of portfolio
|
Q3 2025
Added 1.82%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
44,079
shares
|
$12.7 Million
0.87% of portfolio
|
Q3 2025
Added 2.96%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
43,936
shares
|
$12.7 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Corsicana & Co.
|
Jan 07, 2026 Q4 2025 |
43,934
shares
|
$12.7 Million
6.93% of portfolio
|
Q4 2025
Added 96.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
43,908
shares
|
$12.7 Million
0.07% of portfolio
|
Q3 2025
Added 52.18%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
43,880
shares
|
$12.6 Million
1.38% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
43,662
shares
|
$12.6 Million
1.3% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
43,419
shares
|
$12.5 Million
0.95% of portfolio
|
Q3 2025
Added 168.7%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Oct 20, 2025 Q3 2025 |
43,063
shares
|
$12.4 Million
6.02% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Encompass More Asset Management
Danville, CA |
Oct 17, 2025 Q3 2025 |
43,021
shares
|
$12.4 Million
2.96% of portfolio
|
Q3 2025
Added 142.25%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,996
shares
|
$12.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 80.08%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
42,925
shares
|
$12.4 Million
0.35% of portfolio
|
Q3 2025
Reduced 14.74%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Nov 06, 2025 Q3 2025 |
42,775
shares
|
$12.3 Million
1.24% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
42,679
shares
|
$12.3 Million
6.91% of portfolio
|
Q3 2025
Reduced 2.06%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
42,563
shares
|
$12.3 Million
0.48% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 20, 2025 Q3 2025 |
42,472
shares
|
$12.2 Million
2.54% of portfolio
|
Q3 2025
Added 49.28%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
42,339
shares
|
$12.2 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
42,265
shares
|
$12.2 Million
0.84% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
42,120
shares
|
$12.1 Million
4.07% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
42,089
shares
|
$12.1 Million
0.45% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Oct 27, 2025 Q3 2025 |
42,059
shares
|
$12.1 Million
0.32% of portfolio
|
Q3 2025
Added 627.79%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
41,937
shares
|
$12.1 Million
1.2% of portfolio
|
Q3 2025
Added 3.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
41,930
shares
|
$12.1 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.67%
|
|