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 2,627 institutions that hold shares in the stock, with a total of 190 Million shares, which have been reported (via 13F filing form) to have a value of $54.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Nov 12, 2025 Q3 2025 |
1,535
shares
|
$442,310
0.14% of portfolio
|
Q3 2025
Added 42.79%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
1,529
shares
|
$440,581
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Mc Naughton Wealth Management, LLC
|
Jan 12, 2026 Q4 2025 |
1,528
shares
|
$440,293
0.19% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
1,525
shares
|
$439,428
0.06% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
1,523
shares
|
$438,852
0.06% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
1,518
shares
|
$437,411
0.05% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
Jan 13, 2026 Q4 2025 |
1,514
shares
|
$436,259
0.06% of portfolio
|
Q4 2025
Added 39.8%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,513
shares
|
$435,970
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
1,503
shares
|
$433,089
0.04% of portfolio
|
Q3 2025
Added 15.62%
|
|
|
Aurora Private Wealth, Inc.
|
Jul 24, 2025 Q2 2025 |
1,500
shares
|
$432,224
0.28% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
1,500
shares
|
$432,224
0.13% of portfolio
|
Q2 2025
Added 88.92%
|
|
|
Wela Strategies, Inc.
|
Oct 24, 2025 Q3 2025 |
1,492
shares
|
$429,919
0.14% of portfolio
|
Q3 2025
Reduced 10.5%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
1,491
shares
|
$429,631
0.25% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
1,486
shares
|
$428,190
0.06% of portfolio
|
Q3 2025
Added 31.74%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,484
shares
|
$427,614
0.05% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 29, 2025 Q3 2025 |
1,478
shares
|
$425,885
0.32% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Northwest Wealth Management, LLC
|
Jan 14, 2026 Q4 2025 |
1,476
shares
|
$425,309
0.07% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Wealth Trust Asset Management, LLC
Destin, FL |
Nov 12, 2025 Q3 2025 |
1,473
shares
|
$424,444
0.3% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,472
shares
|
$424,156
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
1,469
shares
|
$423,292
0.06% of portfolio
|
Q3 2025
Added 25.66%
|
|
|
Howard Capital Management Group, LLC
|
Jan 16, 2026 Q4 2025 |
1,464
shares
|
$421,851
0.03% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
1,456
shares
|
$419,546
0.31% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Centric Wealth Management
|
Nov 04, 2025 Q3 2025 |
1,451
shares
|
$418,105
0.1% of portfolio
|
Q3 2025
Reduced 72.57%
|
|
|
Strong Box Wealth, LLC
|
Oct 07, 2025 Q3 2025 |
1,449
shares
|
$417,529
0.15% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Ethic Inc.
New York, NY |
Oct 17, 2025 Q3 2025 |
1,445
shares
|
$416,376
0.01% of portfolio
|
Q1 2025
New holding
|
|