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 2,611 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 |
|---|---|---|---|---|---|
|
Lom Asset Management LTD
Hamilton, |
Nov 12, 2025 Q3 2025 |
640
shares
|
$184,416
0.06% of portfolio
|
Q2 2025
Added 10.16%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Nov 12, 2025 Q3 2025 |
635
shares
|
$182,975
0.05% of portfolio
|
Q2 2024
Added 64.94%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
632
shares
|
$182,110
0.0% of portfolio
|
Q2 2025
Reduced 72.66%
|
|
|
Proffitt & Goodson Inc
|
Oct 21, 2025 Q3 2025 |
624
shares
|
$179,805
0.03% of portfolio
|
Q3 2025
Reduced 7.28%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
624
shares
|
$179,805
0.04% of portfolio
|
Q2 2025
Reduced 13.69%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
620
shares
|
$178,653
0.08% of portfolio
|
Q3 2020
Reduced 13.89%
|
|
|
Crowley Wealth Management, Inc.
Wilmington, DE |
Oct 21, 2025 Q3 2025 |
620
shares
|
$178,653
0.14% of portfolio
|
Q3 2025
Added 3.33%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
600
shares
|
$172,890
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 07, 2025 Q3 2025 |
600
shares
|
$172,890
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
598
shares
|
$172,313
0.03% of portfolio
|
Q3 2025
Reduced 10.21%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
598
shares
|
$172,313
0.03% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
596
shares
|
$171,737
0.06% of portfolio
|
Q3 2025
Reduced 19.02%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
592
shares
|
$170,584
0.03% of portfolio
|
Q3 2025
Reduced 66.46%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Oct 16, 2025 Q3 2025 |
582
shares
|
$167,703
0.09% of portfolio
|
Q2 2025
Added 28.76%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
582
shares
|
$167,703
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
578
shares
|
$166,550
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
577
shares
|
$166,262
0.02% of portfolio
|
Q3 2024
Reduced 41.48%
|
|
|
Friedenthal Financial
|
Oct 15, 2025 Q3 2025 |
570
shares
|
$164,245
0.09% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
555
shares
|
$159,923
0.04% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
554
shares
|
$159,635
0.06% of portfolio
|
Q3 2025
Reduced 95.03%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Nov 12, 2025 Q3 2025 |
553
shares
|
$159,346
0.1% of portfolio
|
Q2 2025
Reduced 47.48%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Nov 14, 2025 Q3 2025 |
550
shares
|
$158,482
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
542
shares
|
$156,177
0.02% of portfolio
|
Q2 2024
Reduced 5.24%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
533
shares
|
$153,583
0.02% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
531
shares
|
$153,007
0.02% of portfolio
|
Q3 2024
Added 68.57%
|
|