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 |
|---|---|---|---|---|---|
|
Financial Insights, Inc.
|
Jul 21, 2025 Q2 2025 |
16,680
shares
|
$4.81 Million
1.59% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
16,663
shares
|
$4.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 6.3%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
16,650
shares
|
$4.8 Million
0.09% of portfolio
|
Q4 2025
Added 93.94%
|
|
|
Capitol Family Office, Inc.
|
Oct 09, 2025 Q3 2025 |
16,615
shares
|
$4.79 Million
5.68% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
16,603
shares
|
$4.78 Million
0.67% of portfolio
|
Q4 2025
Added 125.22%
|
|
|
Access Financial Services, Inc.
|
Jan 20, 2026 Q4 2025 |
16,522
shares
|
$4.76 Million
2.47% of portfolio
|
Q4 2025
Added 73.39%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
16,509
shares
|
$4.76 Million
0.43% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,438
shares
|
$4.74 Million
0.09% of portfolio
|
Q4 2023
Added 15.06%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
16,399
shares
|
$4.73 Million
2.14% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
16,361
shares
|
$4.71 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
16,348
shares
|
$4.71 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.58%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
16,278
shares
|
$4.69 Million
2.7% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
16,257
shares
|
$4.68 Million
0.23% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
16,226
shares
|
$4.68 Million
1.64% of portfolio
|
Q3 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
16,212
shares
|
$4.67 Million
0.69% of portfolio
|
Q3 2025
Reduced 4.53%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
16,205
shares
|
$4.67 Million
0.29% of portfolio
|
Q3 2025
Reduced 33.03%
|
|
|
Elk River Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
16,197
shares
|
$4.67 Million
0.75% of portfolio
|
Q3 2025
Added 8.99%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
16,191
shares
|
$4.67 Million
0.14% of portfolio
|
Q3 2025
Added 319.56%
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
16,077
shares
|
$4.63 Million
1.46% of portfolio
|
Q3 2025
Added 53.63%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
16,077
shares
|
$4.63 Million
0.33% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Jan 15, 2026 Q4 2025 |
16,002
shares
|
$4.61 Million
0.71% of portfolio
|
Q4 2025
Added 83.91%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
15,952
shares
|
$4.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
15,950
shares
|
$4.6 Million
1.24% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
15,920
shares
|
$4.59 Million
0.23% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
15,872
shares
|
$4.57 Million
0.6% of portfolio
|
Q3 2025
Reduced 0.79%
|
|