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 2,641 institutions that hold shares in the stock, with a total of 192 Million shares, which have been reported (via 13F filing form) to have a value of $55.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
9,381
shares
|
$2.7 Million
0.22% of portfolio
|
Q4 2025
Added 180.95%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,365
shares
|
$2.7 Million
0.12% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Mas Advisors LLC
Miami, FL |
Oct 28, 2025 Q3 2025 |
9,356
shares
|
$2.7 Million
4.32% of portfolio
|
Q2 2025
Reduced 13.13%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
9,330
shares
|
$2.69 Million
0.47% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
9,325
shares
|
$2.69 Million
0.75% of portfolio
|
Q3 2025
New holding
|
|
|
Aspiriant, LLC
|
Jan 20, 2026 Q4 2025 |
9,310
shares
|
$2.68 Million
0.08% of portfolio
|
Q4 2025
Added 154.72%
|
|
|
Searle & Co.
|
Nov 03, 2025 Q3 2025 |
9,265
shares
|
$2.67 Million
0.7% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Financial Sense Advisors, Inc.
|
Nov 14, 2025 Q3 2025 |
9,254
shares
|
$2.67 Million
0.57% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Ddd Partners, LLC
|
Nov 06, 2025 Q3 2025 |
9,252
shares
|
$2.67 Million
0.17% of portfolio
|
Q3 2025
Added 3.96%
|
|
|
Westmount Partners, LLC
Los Angeles, CA |
Jan 15, 2026 Q4 2025 |
9,238
shares
|
$2.66 Million
0.33% of portfolio
|
Q4 2025
Added 99.05%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,209
shares
|
$2.65 Million
0.24% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
9,207
shares
|
$2.65 Million
0.09% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 25, 2025 Q3 2025 |
9,120
shares
|
$2.63 Million
1.68% of portfolio
|
Q3 2025
Added 241.06%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 21, 2026 Q4 2025 |
9,100
shares
|
$2.62 Million
1.34% of portfolio
|
Q4 2025
Added 102.22%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
9,077
shares
|
$2.62 Million
0.01% of portfolio
|
Q1 2025
Added 179.46%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
9,064
shares
|
$2.61 Million
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
8,977
shares
|
$2.59 Million
1.0% of portfolio
|
Q3 2025
Reduced 3.17%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
8,915
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
8,865
shares
|
$2.55 Million
0.56% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
Nov 12, 2025 Q3 2025 |
8,828
shares
|
$2.54 Million
2.12% of portfolio
|
Q3 2025
Reduced 23.78%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
8,811
shares
|
$2.54 Million
0.37% of portfolio
|
Q4 2025
Added 100.11%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
8,806
shares
|
$2.54 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.33%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
Jan 20, 2026 Q4 2025 |
8,806
shares
|
$2.54 Million
0.28% of portfolio
|
Q4 2025
Added 96.17%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
8,771
shares
|
$2.53 Million
0.16% of portfolio
|
Q3 2025
Added 797.75%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
8,756
shares
|
$2.52 Million
0.1% of portfolio
|
Q3 2025
Added 22.82%
|
|