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 2,643 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $55.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 06, 2026 Q4 2025 |
38,393
shares
|
$11.1 Million
3.15% of portfolio
|
Q4 2025
Added 72.28%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
38,378
shares
|
$11.1 Million
0.74% of portfolio
|
Q1 2025
Added 131.36%
|
|
|
United Bank
|
Nov 12, 2025 Q3 2025 |
38,368
shares
|
$11.1 Million
3.8% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
38,325
shares
|
$11 Million
1.32% of portfolio
|
Q4 2025
Added 130.93%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
38,287
shares
|
$11 Million
0.37% of portfolio
|
Q4 2025
Added 79.5%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
38,236
shares
|
$11 Million
0.02% of portfolio
|
Q3 2025
Added 8.17%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
38,131
shares
|
$11 Million
0.76% of portfolio
|
Q3 2025
Reduced 2.02%
|
|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
37,990
shares
|
$10.9 Million
3.02% of portfolio
|
Q4 2025
Added 96.16%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
37,493
shares
|
$10.8 Million
0.64% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
37,223
shares
|
$10.7 Million
3.72% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Leuthold Group, LLC
|
Nov 06, 2025 Q3 2025 |
37,048
shares
|
$10.7 Million
1.18% of portfolio
|
Q3 2025
Reduced 4.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
36,837
shares
|
$10.6 Million
0.24% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
36,776
shares
|
$10.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
36,741
shares
|
$10.6 Million
1.34% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2025 Q3 2025 |
36,663
shares
|
$10.6 Million
6.93% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
36,584
shares
|
$10.5 Million
0.67% of portfolio
|
Q4 2025
Added 100.25%
|
|
|
Chicago Wealth Management, Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
36,538
shares
|
$10.5 Million
4.59% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 21, 2026 Q4 2025 |
36,524
shares
|
$10.5 Million
0.33% of portfolio
|
Q4 2025
Added 100.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
36,452
shares
|
$10.5 Million
0.04% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
36,324
shares
|
$10.5 Million
1.95% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
36,146
shares
|
$10.4 Million
1.64% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Financially Speaking Inc
Greenwood Village, CO |
Nov 06, 2025 Q3 2025 |
35,887
shares
|
$10.3 Million
6.64% of portfolio
|
Q3 2025
Added 149429.17%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
35,868
shares
|
$10.3 Million
0.05% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
35,812
shares
|
$10.3 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 13, 2025 Q3 2025 |
35,808
shares
|
$10.3 Million
1.78% of portfolio
|
Q3 2025
New holding
|
|