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 2,643 institutions that hold shares in the stock, with a total of 193 Million shares, which have been reported (via 13F filing form) to have a value of $55.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
4,594
shares
|
$1.32 Million
0.32% of portfolio
|
Q4 2025
Added 95.74%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 10, 2025 Q3 2025 |
4,571
shares
|
$1.32 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.79%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,567
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Reduced 52.59%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
4,567
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
180 Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
4,540
shares
|
$1.31 Million
0.16% of portfolio
|
Q4 2025
Added 101.78%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,530
shares
|
$1.31 Million
0.18% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,526
shares
|
$1.3 Million
0.79% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Everett Harris & CO
|
Nov 03, 2025 Q3 2025 |
4,525
shares
|
$1.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.48%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
4,524
shares
|
$1.3 Million
0.47% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Resolute Wealth Strategies, LLC
Jackson, MS |
Nov 12, 2025 Q3 2025 |
4,520
shares
|
$1.3 Million
0.58% of portfolio
|
Q3 2025
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Oct 30, 2025 Q3 2025 |
4,516
shares
|
$1.3 Million
0.11% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
4,515
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
4,510
shares
|
$1.3 Million
0.7% of portfolio
|
Q1 2022
New holding
|
|