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 |
|---|---|---|---|---|---|
|
My Personal Cfo, LLC
|
Jan 15, 2026 Q4 2025 |
4,794
shares
|
$1.38 Million
0.64% of portfolio
|
Q4 2025
New holding
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
4,778
shares
|
$1.38 Million
0.05% of portfolio
|
Q2 2022
Added 0.02%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
4,771
shares
|
$1.37 Million
0.56% of portfolio
|
Q3 2025
Reduced 2.59%
|
|
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
Oct 30, 2025 Q3 2025 |
4,753
shares
|
$1.37 Million
1.15% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
4,750
shares
|
$1.37 Million
0.85% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
4,746
shares
|
$1.37 Million
0.33% of portfolio
|
Q4 2025
Added 100.25%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
4,735
shares
|
$1.36 Million
0.04% of portfolio
|
Q3 2025
Added 13.28%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
4,731
shares
|
$1.36 Million
0.14% of portfolio
|
Q2 2024
Reduced 23.72%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
4,723
shares
|
$1.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
4,702
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2022
Reduced 7.48%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
4,686
shares
|
$1.35 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.48%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
4,680
shares
|
$1.35 Million
0.09% of portfolio
|
Q4 2025
Added 100.09%
|
|
|
Bison Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
4,673
shares
|
$1.35 Million
0.28% of portfolio
|
Q4 2024
Added 8.98%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2025 Q3 2025 |
4,660
shares
|
$1.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 74.4%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
4,646
shares
|
$1.34 Million
0.44% of portfolio
|
Q4 2025
Added 96.45%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
4,643
shares
|
$1.34 Million
0.25% of portfolio
|
Q3 2025
Reduced 62.31%
|
|
|
Sunesis Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,642
shares
|
$1.34 Million
0.63% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
4,632
shares
|
$1.33 Million
0.33% of portfolio
|
Q1 2025
Added 52.62%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
4,621
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2022
Reduced 14.2%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
4,621
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 26.5%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
4,616
shares
|
$1.33 Million
0.2% of portfolio
|
Q4 2023
Reduced 2.08%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 14, 2025 Q3 2025 |
4,615
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Added 1622.01%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
4,610
shares
|
$1.33 Million
0.22% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,607
shares
|
$1.33 Million
0.08% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
4,600
shares
|
$1.33 Million
0.45% of portfolio
|
Q3 2025
Reduced 4.17%
|
|