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 |
|---|---|---|---|---|---|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
1,236
shares
|
$356,153
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
1,235
shares
|
$355,865
0.09% of portfolio
|
Q2 2024
Reduced 0.32%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,235
shares
|
$355,865
0.03% of portfolio
|
Q3 2025
Added 19.9%
|
|
|
Squire Investment Management Company, LLC
Orem, UT |
Oct 20, 2025 Q3 2025 |
1,235
shares
|
$355,865
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
1,234
shares
|
$355,577
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Mn Wealth Advisors, LLC
Overland Park, KS |
Oct 21, 2025 Q3 2025 |
1,227
shares
|
$353,560
0.18% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Impact Investors, Inc
San Francisco, CA |
Oct 29, 2025 Q3 2025 |
1,223
shares
|
$352,407
0.23% of portfolio
|
Q2 2025
Reduced 9.61%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2025 Q3 2025 |
1,220
shares
|
$351,543
0.02% of portfolio
|
Q4 2024
Reduced 3.02%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Nov 06, 2025 Q3 2025 |
1,220
shares
|
$351,543
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Paragon Private Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,218
shares
|
$350,966
0.12% of portfolio
|
Q2 2025
Reduced 22.57%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
1,217
shares
|
$350,678
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Strathmore Capital Advisors, Inc.
Charlotte, NC |
Oct 06, 2025 Q3 2025 |
1,217
shares
|
$350,678
0.14% of portfolio
|
Q3 2025
Reduced 6.74%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
1,209
shares
|
$348,373
0.2% of portfolio
|
Q3 2025
Reduced 34.47%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
1,207
shares
|
$347,797
0.04% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jan 20, 2026 Q4 2025 |
1,200
shares
|
$345,780
0.01% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Perkins Coie Trust CO
|
Jan 12, 2026 Q4 2025 |
1,196
shares
|
$344,627
0.07% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Marquette Asset Management, LLC
|
Jan 16, 2026 Q4 2025 |
1,196
shares
|
$344,627
0.05% of portfolio
|
Q4 2025
Added 100.0%
|
|
|
Lee Danner & Bass Inc
|
Oct 29, 2025 Q3 2025 |
1,192
shares
|
$343,474
0.02% of portfolio
|
Q3 2025
Added 33.18%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
1,190
shares
|
$342,898
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
1,188
shares
|
$342,322
0.14% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
First Pacific Financial
|
Jan 16, 2026 Q4 2025 |
1,183
shares
|
$340,881
0.06% of portfolio
|
Q4 2025
Added 99.83%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,180
shares
|
$340,017
0.06% of portfolio
|
Q1 2025
Added 145.83%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 28, 2025 Q3 2025 |
1,177
shares
|
$339,152
0.05% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,175
shares
|
$338,576
0.24% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
1,174
shares
|
$338,288
0.1% of portfolio
|
Q3 2025
Added 0.09%
|
|