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 2,612 institutions that hold shares in the stock, with a total of 183 Million shares, which have been reported (via 13F filing form) to have a value of $52.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Wealth Management, LLC
|
Nov 06, 2025 Q3 2025 |
150,786
shares
|
$43.4 Million
7.88% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
149,492
shares
|
$43.1 Million
0.07% of portfolio
|
Q3 2025
Added 4.79%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
149,378
shares
|
$43 Million
3.85% of portfolio
|
Q3 2022
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
149,300
shares
|
$43 Million
0.37% of portfolio
|
Q3 2023
Reduced 1.79%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
147,599
shares
|
$42.5 Million
0.58% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
146,988
shares
|
$42.4 Million
3.7% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Nov 03, 2025 Q3 2025 |
146,197
shares
|
$42.1 Million
9.05% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
142,987
shares
|
$41.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
142,714
shares
|
$41.1 Million
0.69% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Nov 10, 2025 Q3 2025 |
140,979
shares
|
$40.6 Million
6.09% of portfolio
|
Q3 2025
Added 151.83%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Oct 15, 2025 Q3 2025 |
140,844
shares
|
$40.6 Million
3.18% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
140,510
shares
|
$40.5 Million
3.79% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
140,004
shares
|
$40.3 Million
3.0% of portfolio
|
Q3 2022
Added 0.8%
|
|
|
Janney Capital Management LLC
|
Oct 27, 2025 Q3 2025 |
139,574
shares
|
$40.2 Million
2.45% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
138,918
shares
|
$40 Million
4.3% of portfolio
|
Q4 2023
Added 3.36%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 23, 2025 Q3 2025 |
136,447
shares
|
$39.3 Million
3.11% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
135,918
shares
|
$39.2 Million
3.09% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
134,783
shares
|
$38.8 Million
0.84% of portfolio
|
Q4 2023
Added 4.53%
|
|
|
Brave Asset Management Inc
|
Oct 21, 2025 Q3 2025 |
133,076
shares
|
$38.3 Million
9.16% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
132,769
shares
|
$38.3 Million
0.21% of portfolio
|
Q3 2025
Reduced 11.92%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
131,140
shares
|
$37.8 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
129,146
shares
|
$37.2 Million
2.07% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
129,059
shares
|
$37.2 Million
1.82% of portfolio
|
Q3 2025
Reduced 3.82%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
126,702
shares
|
$36.5 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Ayalon Insurance Comp Ltd.
|
Oct 15, 2025 Q3 2025 |
126,567
shares
|
$36.5 Million
9.02% of portfolio
|
Q2 2025
Added 0.15%
|
|