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 2,632 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $55.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
25,160
shares
|
$7.25 Million
0.62% of portfolio
|
Q4 2025
Added 99.98%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
25,095
shares
|
$7.23 Million
0.24% of portfolio
|
Q4 2025
Added 86.18%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
25,058
shares
|
$7.22 Million
3.45% of portfolio
|
Q3 2025
Added 45.09%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Oct 29, 2025 Q3 2025 |
24,848
shares
|
$7.16 Million
0.63% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 09, 2025 Q3 2025 |
24,846
shares
|
$7.16 Million
1.08% of portfolio
|
Q3 2025
New holding
|
|
|
Ring Mountain Capital, LLC
Tiburon, CA |
Nov 13, 2025 Q3 2025 |
24,812
shares
|
$7.15 Million
3.87% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
24,800
shares
|
$7.15 Million
6.73% of portfolio
|
Q3 2025
Added 198.8%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
24,772
shares
|
$7.14 Million
1.97% of portfolio
|
Q4 2025
Added 86.78%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
24,678
shares
|
$7.11 Million
4.55% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
24,479
shares
|
$7.05 Million
0.09% of portfolio
|
Q3 2025
Added 10.75%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
24,461
shares
|
$7.05 Million
0.58% of portfolio
|
Q3 2025
Added 2329.1%
|
|
|
Avitas Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
24,410
shares
|
$7.03 Million
0.8% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
24,393
shares
|
$7.03 Million
0.18% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
24,369
shares
|
$7.02 Million
0.36% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
24,363
shares
|
$7.02 Million
3.75% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
24,287
shares
|
$7 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
24,258
shares
|
$6.99 Million
0.67% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Wespac Advisors, LLC
|
Jan 14, 2026 Q4 2025 |
24,254
shares
|
$6.99 Million
4.5% of portfolio
|
Q4 2025
Added 209.6%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
24,214
shares
|
$6.98 Million
2.68% of portfolio
|
Q3 2025
Added 75.86%
|
|
|
Herbst Group, LLC
Westport, CT |
Jan 16, 2026 Q4 2025 |
24,201
shares
|
$6.97 Million
4.41% of portfolio
|
Q4 2025
Added 103.05%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
24,178
shares
|
$6.97 Million
1.17% of portfolio
|
Q3 2025
Added 273.69%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
24,037
shares
|
$6.93 Million
0.09% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
23,919
shares
|
$6.89 Million
0.29% of portfolio
|
Q4 2025
Added 89.67%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Jan 06, 2026 Q4 2025 |
23,900
shares
|
$6.89 Million
3.8% of portfolio
|
Q4 2025
Added 89.53%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
23,881
shares
|
$6.88 Million
0.6% of portfolio
|
Q3 2025
Reduced 9.17%
|
|