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 |
|---|---|---|---|---|---|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
19,639
shares
|
$5.66 Million
0.48% of portfolio
|
Q3 2025
Reduced 13.55%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
19,618
shares
|
$5.65 Million
2.82% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
19,579
shares
|
$5.64 Million
0.79% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
19,562
shares
|
$5.64 Million
1.27% of portfolio
|
Q3 2025
Added 2.7%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Oct 17, 2025 Q3 2025 |
19,537
shares
|
$5.63 Million
1.43% of portfolio
|
Q3 2025
Added 31.09%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
19,464
shares
|
$5.61 Million
1.75% of portfolio
|
Q2 2023
Added 2.39%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
19,342
shares
|
$5.57 Million
0.03% of portfolio
|
Q3 2025
Added 0.86%
|
|
|
Mattern Wealth Management LLC
|
Jan 16, 2026 Q4 2025 |
19,324
shares
|
$5.57 Million
1.19% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
19,226
shares
|
$5.54 Million
0.0% of portfolio
|
Q3 2022
Reduced 91.91%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
19,222
shares
|
$5.54 Million
0.8% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Adirondack Trust CO
|
Jan 08, 2026 Q4 2025 |
19,122
shares
|
$5.51 Million
1.85% of portfolio
|
Q4 2025
Added 101.14%
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 23, 2025 Q3 2025 |
19,023
shares
|
$5.48 Million
2.0% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Oct 15, 2025 Q3 2025 |
18,908
shares
|
$5.45 Million
3.13% of portfolio
|
Q3 2025
Added 23.07%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
18,897
shares
|
$5.45 Million
0.11% of portfolio
|
Q3 2025
Reduced 5.92%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,854
shares
|
$5.43 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
18,826
shares
|
$5.42 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
18,550
shares
|
$5.35 Million
0.17% of portfolio
|
Q3 2025
Reduced 51.58%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
18,515
shares
|
$5.34 Million
0.64% of portfolio
|
Q1 2025
Added 14.57%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
18,413
shares
|
$5.31 Million
3.45% of portfolio
|
Q3 2025
Reduced 28.92%
|
|
|
Jvl Associates LLC
|
Jan 09, 2026 Q4 2025 |
18,386
shares
|
$5.3 Million
1.72% of portfolio
|
Q4 2025
Added 100.09%
|
|
|
Lvm Capital Management LTD
|
Jan 12, 2026 Q4 2025 |
18,377
shares
|
$5.3 Million
0.5% of portfolio
|
Q4 2025
Added 97.69%
|
|
|
Equity Wealth Partners, LLC
Independence, MO |
Nov 17, 2025 Q3 2025 |
18,353
shares
|
$5.29 Million
4.2% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
18,319
shares
|
$5.28 Million
0.1% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
First Business Financial Services, Inc.
|
Oct 30, 2025 Q3 2025 |
18,249
shares
|
$5.26 Million
0.48% of portfolio
|
Q2 2025
Added 38.93%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
18,063
shares
|
$5.2 Million
3.84% of portfolio
|
Q3 2025
Added 3.73%
|
|