Technology Select Sector SPDR Fund (XLK) Institutional Ownership

$202.88
+5.82 (+2.95%)
(As of 09:53 AM ET)

Institutional Ownership Changes (13F Filings) for Technology Select Sector SPDR Fund (NYSEARCA:XLK)

Number of
Institutional Buyers
(last 12 months)
1240
Total
Institutional Inflows
(last 12 months)
$7.27B
Number of
Institutional Sellers
(last 12 months)
919
Total
Institutional Outflows
(last 12 months)
$4.10B
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XLK Institutional Buying and Selling by Quarter

Technology Select Sector SPDR Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024United Community Bank6,782$1.41M0.5%-15.2%0.002%
5/3/2024Liberty Wealth Management LLC2,754$573K0.1%-14.8%0.001%
5/3/2024Smith Salley Wealth Management2,036$424K0.0%+27.2%0.001%
5/3/2024Absolute Capital Management LLC4,084$851K0.5%-50.1%0.001%
5/2/2024Mutual Advisors LLC105,534$21.98M0.7%-2.6%0.034%
5/2/2024Salomon & Ludwin LLC335,779$70.17M6.0%-4.1%0.107%
5/2/2024RiverFront Investment Group LLC572,028$119.14M3.4%+1.7%0.182%
5/2/2024First Command Advisory Services Inc.1,381$288K0.0%-4.7%0.000%
5/2/2024USAdvisors Wealth Management LLC31,149$6.50M2.4%+19.4%0.010%
5/2/2024Financial Counselors Inc.86,989$18.12M0.3%-2.5%0.028%
5/2/2024Conservest Capital Advisors Inc.526,222$109.60M11.2%-2.8%0.168%
5/2/2024Summit Financial Wealth Advisors LLC3,585$747K0.2%+2.4%0.001%
5/2/2024Magnolia Capital Advisors LLC3,673$707K0.6%+38.7%0.001%
5/2/2024Baron Silver Stevens Financial Advisors LLC8,252$1.72M0.3%+4.6%0.003%
5/2/2024FinTrust Capital Advisors LLC2,477$516K0.1%+5.7%0.001%
5/2/2024Lionsbridge Wealth Management LLC7,643$1.59M1.2%N/A0.002%
5/2/2024Graypoint LLC201,357$41.94M3.0%-18.0%0.064%
5/2/2024Haverford Trust Co10,799$2.25M0.0%+4.3%0.003%
5/2/2024Pittenger & Anderson Inc.73,231$15.25M0.6%-1.6%0.023%
5/2/2024Quent Capital LLC322$67K0.0%+1,794.1%0.000%
5/2/2024Thompson Davis & CO. Inc.2,059$429K0.3%N/A0.001%
5/2/2024Lincoln National Corp34,529$7.19M0.1%-10.3%0.011%
5/2/2024Bryn Mawr Capital Management LLC19,321$4.02M0.2%-19.1%0.006%
5/2/2024Fidelis Capital Partners LLC13,530$2.82M0.5%+10.7%0.004%
5/2/2024Goelzer Investment Management Inc.2,898$604K0.0%-9.8%0.001%
5/2/2024Choreo LLC8,695$1.81M0.0%-8.2%0.003%
5/2/2024BW Gestao de Investimentos Ltda.39,440$8.21M0.2%N/A0.013%
5/2/2024 Comprehensive Wealth Management LLC18,653$3.89M3.0%-2.0%0.006%
5/2/2024 Lewis Asset Management LLC2,601$542K0.4%-12.3%0.001%
5/2/2024 Moloney Securities Asset Management LLC7,140$1.49M0.2%-6.2%0.002%
5/2/2024 ESG Planning DBA Harper Investing1,938$404K0.5%N/A0.001%
5/2/2024 Hollencrest Capital Management192,999$40.20M1.8%+4.8%0.061%
5/2/2024 Palisade Asset Management LLC461$96K0.0%N/A0.000%
5/2/2024 Greenwood Capital Associates LLC5,022$1.05M0.1%-6.2%0.002%
5/2/2024 REDW Wealth LLC2,373$494K0.1%+21.3%0.001%
5/2/2024 Regent Peak Wealth Advisors LLC3,724$776K0.2%+3.8%0.001%
5/2/2024 Hanlon Investment Management Inc.3,944$821K0.2%-3.1%0.001%
5/2/2024 High Note Wealth LLC105,205$21.91M7.1%+9.8%0.034%
5/1/2024 Stone Point Wealth LLC2,129$443K0.2%-3.5%0.001%
5/1/2024 5th Street Advisors LLC19,282$4.02M2.3%-9.0%0.006%
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5/1/2024 StoneX Group Inc.46,891$9.77M1.1%-58.6%0.015%
5/1/2024 Janney Capital Management LLC167,358$34.86M2.3%-1.7%0.053%
5/1/2024 KFA Private Wealth Group LLC13,356$2.78M0.9%+36.4%0.004%
5/1/2024 Janney Montgomery Scott LLC2,832,831$589.99M1.8%-8.7%0.900%
5/1/2024 Source Financial Advisors LLC4,922$1.03M0.3%-37.8%0.002%
5/1/2024 Centric Wealth Management1,304$256K0.1%N/A0.000%
5/1/2024 Meitav Investment House Ltd.417,984$87.05M1.7%-15.0%0.133%
5/1/2024 Mirae Asset Global Investments Co. Ltd.463,345$95.85M0.2%-22.9%0.147%
5/1/2024 Concourse Financial Group Securities Inc.20,105$4.19M0.3%-39.5%0.006%
5/1/2024 BOK Financial Private Wealth Inc.1,844$384K0.0%+7.4%0.001%
5/1/2024 Prosperity Consulting Group LLC8,321$1.73M0.2%+31.0%0.003%
5/1/2024 Avior Wealth Management LLC20,930$4.36M0.2%+2,353.7%0.007%
5/1/2024 Mission Wealth Management LP12,520$2.61M0.1%+31.8%0.004%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co5,615$1.17M0.2%-6.7%0.002%
5/1/2024 Wambolt & Associates LLC2,134$446K0.1%N/A0.001%
5/1/2024 Leicht Financial Planning & Wealth Management Inc.38,136$7.94M4.4%-4.9%0.012%
5/1/2024 Bray Capital Advisors995$207K0.1%-21.7%0.000%
5/1/2024 McCarthy & Cox1,362$284K0.1%N/A0.000%
5/1/2024 Sequoia Financial Advisors LLC24,080$5.02M0.1%+4.5%0.008%
5/1/2024 Diversify Advisory Services LLC14,140$2.95M0.2%N/A0.004%
4/30/2024 Private Advisor Group LLC602,083$125.40M0.9%-5.1%0.191%
4/30/2024 Consolidated Portfolio Review Corp15,436$3.22M0.8%-8.9%0.005%
4/30/2024 Lodestone Wealth Management LLC2,514$524K0.3%-2.2%0.001%
4/30/2024 J.W. Cole Advisors Inc.97,976$20.41M1.0%+7.3%0.031%
4/30/2024 Curtis Advisory Group LLC1,489$310K0.1%-12.8%0.000%
4/30/2024 Hartline Investment Corp13,900$2.90M0.5%N/A0.004%
4/30/2024 North Star Investment Management Corp.11,282$2.35M0.2%+13.0%0.004%
4/30/2024 Norden Group LLC1,475$307K0.0%N/A0.000%
4/30/2024 HB Wealth Management LLC23,118$4.82M0.1%+2.5%0.007%
4/30/2024 SpiderRock Advisors LLC22,425$4.63M0.1%N/A0.007%
4/30/2024 Summit Place Financial Advisors LLC1,445$301K0.2%-8.0%0.000%
4/30/2024 Geneva Partners LLC1,640$342K0.2%+3.5%0.001%
4/30/2024 MN Wealth Advisors LLC1,221$254K0.2%-10.2%0.000%
4/30/2024 Granite Bay Wealth Management LLC9,301$1.94M1.1%-99.6%0.003%
4/30/2024 Fountainhead AM LLC4,322$900K0.2%+44.6%0.001%
4/30/2024 WealthBridge Capital Management LLC3,351$698K0.2%-2.9%0.001%
4/30/2024 Harel Insurance Investments & Financial Services Ltd.791,069$164.75M3.2%+50.1%0.251%
4/30/2024 Naples Money Management LLC8,474$1.77M1.8%-33.0%0.003%
4/30/2024 Macroview Investment Management LLC689$144K0.2%-8.6%0.000%
4/30/2024 Joel Isaacson & Co. LLC97,357$20.28M1.1%+1.3%0.031%
4/30/2024 Forbes Financial Planning Inc.17,915$3.73M3.2%-2.5%0.006%
4/30/2024 Arkadios Wealth Advisors25,978$5.41M0.4%-3.4%0.008%
4/30/2024 Perigon Wealth Management LLC32,888$6.85M0.2%-4.1%0.010%
4/30/2024 Mayflower Financial Advisors LLC3,663$763K0.1%-6.4%0.001%
4/30/2024 SkyOak Wealth LLC37,510$7.81M1.9%-0.4%0.012%
4/30/2024 M3 Advisory Group LLC6,110$1.27M1.2%+17.8%0.002%
4/30/2024 Lakeridge Wealth Management LLC1,801$375K0.2%+9.6%0.001%
4/30/2024 Privium Fund Management UK Ltd87,195$18.04M9.0%+2.9%0.028%
4/30/2024 Townsend Asset Management Corp NC ADV5,944$1.24M0.5%+3.1%0.002%
4/30/2024 Allspring Global Investments Holdings LLC129,372$26.94M0.0%-12.7%0.041%
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4/29/2024Commonwealth Equity Services LLC881,257$183.54M0.3%+13.7%0.280%
4/29/2024 FAS Wealth Partners Inc.2,712$565K0.1%+4.5%0.001%
4/29/2024 Crew Capital Management Ltd.17,698$3.69M3.0%-36.1%0.006%
4/29/2024 Benjamin F. Edwards & Company Inc.53,023$11.04M0.2%+8.0%0.017%
4/29/2024 Onyx Bridge Wealth Group LLC63,304$12.65M2.3%+13.1%0.020%
4/29/2024 RWA Wealth Partners LLC9,679$2.02M0.0%-19.1%0.003%
4/29/2024 Yarger Wealth Strategies LLC3,717$774K0.5%+7.0%0.001%
4/29/2024 Phillips Wealth Planners LLC7,140$1.44M1.6%-6.0%0.002%
4/29/2024 Fiduciary Planning LLC44,345$9.24M3.5%+7.3%0.014%
4/29/2024 Union Savings Bank1,352$282K0.1%-16.6%0.000%
(Data available from 1/1/2016 forward)

XLK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XLK shares?

During the previous two years, 1,922 institutional investors and hedge funds held shares of Technology Select Sector SPDR Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($1.52B), Morgan Stanley ($1.51B), CHURCHILL MANAGEMENT Corp ($1.05B), Envestnet Asset Management Inc. ($985.76M), LPL Financial LLC ($951.28M), Whalerock Point Partners LLC ($834.43M), and Raymond James & Associates ($715.30M).Learn more on XLK's institutional investors.

Which institutional investors have been buying Technology Select Sector SPDR Fund stock?

Of the 1,681 institutional investors that purchased Technology Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($5.08M), International Assets Investment Management LLC ($3.09M), Charles Schwab Investment Management Inc. ($2.57M), Granite Bay Wealth Management LLC ($2.47M), Prudential Financial Inc. ($2.37M), Migdal Insurance & Financial Holdings Ltd. ($2.23M), and CHURCHILL MANAGEMENT Corp ($1.78M).

How much institutional buying is happening at Technology Select Sector SPDR Fund?

Institutional investors have bought a total of 75,426,780 shares in the last 24 months. This purchase volume represents approximately $11.76B in transactions.

Which Technology Select Sector SPDR Fund major shareholders have been selling company stock?

Of the 1,257 institutional investors that sold Technology Select Sector SPDR Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($5.29M), Granite Bay Wealth Management LLC ($2.53M), Migdal Insurance & Financial Holdings Ltd. ($2.38M), Prudential Financial Inc. ($2.17M), Janney Montgomery Scott LLC ($1.57M), Two Sigma Investments LP ($1.10M), and Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($1.10M).

How much institutional selling is happening at Technology Select Sector SPDR Fund?

Institutional investors have sold a total of 50,892,213 shares in the last 24 months. This volume of shares sold represents approximately $7.87B in transactions.


This page (NYSEARCA:XLK) was last updated on 5/3/2024 by MarketBeat.com Staff

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