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 |
|---|---|---|---|---|---|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
2,768
shares
|
$797,599
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 22, 2025 Q3 2025 |
2,767
shares
|
$797,311
1.39% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Hms Capital Management, LLC
|
Jan 16, 2026 Q4 2025 |
2,760
shares
|
$795,293
0.33% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
2,760
shares
|
$795,293
0.19% of portfolio
|
Q3 2025
Added 187.5%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
2,757
shares
|
$794,429
0.27% of portfolio
|
Q3 2025
Reduced 4.67%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
2,755
shares
|
$793,853
0.13% of portfolio
|
Q1 2025
Added 9.2%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
2,745
shares
|
$790,971
0.07% of portfolio
|
Q4 2025
Added 102.14%
|
|
|
One Ascent Family Office, LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
2,742
shares
|
$790,107
0.79% of portfolio
|
Q3 2025
Added 20.16%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
2,732
shares
|
$787,225
0.06% of portfolio
|
Q2 2025
Added 1.86%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
2,729
shares
|
$786,361
0.13% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
Jan 07, 2026 Q4 2025 |
2,719
shares
|
$783,479
0.12% of portfolio
|
Q4 2025
Added 179.73%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
2,706
shares
|
$779,733
0.11% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
2,703
shares
|
$778,869
0.26% of portfolio
|
Q3 2025
Added 78.53%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
2,703
shares
|
$778,869
0.09% of portfolio
|
Q1 2025
Added 22.7%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
2,701
shares
|
$778,293
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Frg Family Wealth Advisors LLC
|
Jan 21, 2026 Q4 2025 |
2,698
shares
|
$777,428
0.13% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
2,698
shares
|
$777,428
0.31% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
2,690
shares
|
$775,123
0.02% of portfolio
|
Q3 2025
Added 140.39%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,687
shares
|
$774,259
0.08% of portfolio
|
Q2 2025
Added 33.02%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
2,680
shares
|
$772,241
0.04% of portfolio
|
Q2 2025
Added 6.99%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,665
shares
|
$767,919
0.12% of portfolio
|
Q3 2025
Added 17.71%
|
|
|
Iowa State Bank
|
Jan 06, 2026 Q4 2025 |
2,662
shares
|
$767,055
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
2,658
shares
|
$765,902
0.01% of portfolio
|
Q3 2025
Reduced 61.87%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
2,656
shares
|
$765,326
0.44% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
2,650
shares
|
$763,597
0.48% of portfolio
|
Q4 2025
Added 100.0%
|
|