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 |
|---|---|---|---|---|---|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
2,599
shares
|
$748,901
0.27% of portfolio
|
Q1 2025
Reduced 2.73%
|
|
|
Tandem Financial, LLC
Greenwood Village, CO |
Oct 31, 2025 Q3 2025 |
2,596
shares
|
$748,037
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 16, 2026 Q4 2025 |
2,592
shares
|
$746,884
0.18% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
2,592
shares
|
$746,884
0.19% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
2,591
shares
|
$746,596
0.05% of portfolio
|
Q2 2025
Reduced 13.43%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
2,591
shares
|
$746,596
0.12% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
2,584
shares
|
$744,579
0.13% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Apriem Advisors
Irvine, CA |
Nov 10, 2025 Q3 2025 |
2,583
shares
|
$744,291
0.07% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
2,582
shares
|
$744,003
0.12% of portfolio
|
Q3 2025
Added 5.52%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 28, 2025 Q3 2025 |
2,577
shares
|
$742,562
0.04% of portfolio
|
Q3 2025
Added 2.75%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
2,570
shares
|
$740,545
0.02% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
2,562
shares
|
$738,240
0.08% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
2,560
shares
|
$737,664
0.05% of portfolio
|
Q4 2025
Added 127.76%
|
|
|
Ellevest, Inc.
|
Nov 14, 2025 Q3 2025 |
2,554
shares
|
$735,935
0.11% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
2,553
shares
|
$735,646
0.28% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
2,548
shares
|
$734,206
0.21% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,547
shares
|
$733,918
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Nov 06, 2025 Q3 2025 |
2,541
shares
|
$732,189
0.43% of portfolio
|
Q3 2025
Added 2.17%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,526
shares
|
$727,866
0.06% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,500
shares
|
$720,375
0.1% of portfolio
|
Q1 2022
Reduced 41.9%
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
2,500
shares
|
$720,375
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
2,495
shares
|
$718,934
0.02% of portfolio
|
Q3 2025
Reduced 0.8%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
2,492
shares
|
$718,069
0.21% of portfolio
|
Q4 2025
Added 75.25%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
2,486
shares
|
$716,340
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Madison Wealth Management
Cincinnati, OH |
Nov 07, 2023 Q3 2023 |
2,474
shares
|
$712,883
0.09% of portfolio
|
Q4 2022
Reduced 3.25%
|
|