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Technology Select Sector SPDR Fund (XLK) Institutional Ownership

Technology Select Sector SPDR Fund logo
$180.59 0.00 (0.00%)
Closing price 07/2/2026 04:10 PM Eastern
Extended Trading
$181.29 +0.70 (+0.39%)
As of 07/2/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for Technology Select Sector SPDR Fund (NYSEARCA:XLK)

Number of
Institutional Buyers
(last 12 months)
2329
Total
Institutional Inflows
(last 12 months)
$34.32B
Number of
Institutional Sellers
(last 12 months)
1065
Total
Institutional Outflows
(last 12 months)
$2.70B
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XLK Institutional Buying and Selling by Quarter

Technology Select Sector SPDR Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/2/2026 Box Hill Private Wealth LLC16,648$3.17M2.5%+22.6%0.003%
7/2/2026 MassMutual Private Wealth & Trust FSB10,517$2.00M0.1%+4.9%0.002%
7/2/2026 CX Institutional120,212$22.90M0.7%-5.6%0.018%
7/1/2026 Eastern Bank16,641$3.17M0.0%-3.8%0.003%
7/1/2026 Global Wealth Strategies & Associates76,299$14.54M2.8%+1,008.4%0.012%
6/23/2026Ballast Advisors LLC1,726$229K0.1%-3.1%0.000%
6/22/2026Sapient Capital LLC7,286$968K0.0%-13.2%0.001%
6/12/2026S&A Financial Services Inc.1,997$265K0.2%N/A0.000%
6/10/2026FAS Wealth Partners Inc.8,509$1.13M0.1%+34.3%0.001%
6/8/2026First National Bank of Mount Dora Trust Investment Services7,806$1.04M0.2%-21.4%0.001%
6/8/2026Pine Valley Investments Ltd Liability Co69,184$9.20M0.4%+14.7%0.011%
6/3/2026DV Trading LLC4,648$618K0.0%-103.7%0.001%
6/3/2026Parallel Advisors LLC28,933$3.85M0.1%+4.4%0.004%
6/3/2026NewEdge Advisors LLC223,940$29.76M0.1%-9.0%0.035%
6/1/2026First Nebraska Trust Co4,350$578K0.1%N/A0.001%
6/1/2026Flagship Wealth Advisors LLC1,920$255K0.1%-63.7%0.000%
6/1/2026Foguth Wealth Management LLC.142,931$19.00M2.3%-17.5%0.022%
6/1/2026Financial Solutions Advisory Group Inc.115,382$15.33M2.1%N/A0.018%
6/1/2026Integrated Investment Consultants LLC3,078$409K0.1%-3.1%0.000%
6/1/2026Keel Point LLC27,838$3.70M0.2%-62.8%0.004%
5/29/2026Asset Dedication LLC1,841$245K0.0%+34.7%0.000%
5/28/2026Blue Fin Capital Inc.3,748$498K0.1%-40.7%0.001%
5/27/2026Alpine Woods Capital Investors LLC5,000$664K0.2%-28.6%0.001%
5/26/2026Summit Financial Wealth Advisors LLC7,457$991K0.1%+1.0%0.001%
5/26/2026Axiom Investment Management LLC2,393$318K0.2%N/A0.000%
5/22/2026WNY Asset Management LLC49,099$6.53M0.7%N/A0.008%
5/22/2026Coastline Complete Wealth LLC7,572$1.01M0.6%+9.7%0.001%
5/22/2026Segall Bryant & Hamill LLC26,447$3.71M0.0%N/A0.004%
5/22/2026Wellington Grp LLC1,476$196K0.1%-13.6%0.000%
5/22/2026Verus Capital Partners LLC22,226$2.95M0.2%-9.7%0.003%
5/21/2026Raab & Moskowitz Asset Management LLC9,182$1.22M0.3%-3.9%0.001%
5/21/2026JDM Financial Group LLC5,014$666K0.1%+15.2%0.001%
5/20/2026January Capital Advisors LLC18,346$2.44M3.3%N/A0.003%
5/20/2026Arete Wealth Advisors LLC30,086$4.00M0.2%-4.6%0.005%
5/20/2026SOA Wealth Advisors LLC.4,320$574K0.1%-2.4%0.001%
5/19/2026Western Wealth Management LLC113,857$15.13M0.6%+16.3%0.018%
5/19/2026Paragon Private Wealth Management LLC1,978$263K0.1%-12.9%0.000%
5/19/2026Royal Fund Management LLC14,628$1.95M0.2%+23.0%0.002%
5/19/2026NewEdge Advisors LLC181,880$24.17M0.5%-26.1%0.028%
5/19/2026Bank of America Corp DE23,868,812$3.17B0.2%+0.9%3.682%
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5/19/2026Edgestream Partners L.P.4,388$583K0.0%-83.9%0.001%
5/19/2026Financial Insights Inc.32,875$4.37M1.4%+0.7%0.005%
5/19/2026Kensington Investment Counsel LLC6,641$883K0.4%+68.0%0.001%
5/19/2026Chesapeake Wealth Management80,101$10.65M3.3%-1.7%0.012%
5/19/2026Centaurus Financial Inc.145,335$19.32M0.9%+4.3%0.022%
5/19/2026Strategic Investment Advisors MI4,103$545K0.0%+150.0%0.001%
5/19/2026Ashton Thomas Securities LLC46,948$6.24M0.8%+138.6%0.007%
5/19/2026Encore Global Management LP20,000$2.66M1.9%N/A0.003%
5/19/2026Arete Wealth Advisors LLC30,086$4.00M0.3%-4.6%0.005%
5/18/2026Sunbelt Securities Inc.24,216$3.22M0.2%+3.7%0.004%
5/18/2026EverSource Wealth Advisors LLC26,935$3.58M0.1%+10.3%0.004%
5/18/2026Royal Bank of Canada5,951,587$790.97M0.1%+12.9%0.918%
5/18/2026Elite Wealth Management Inc.24,220$3.22M1.0%-2.4%0.004%
5/18/2026Empowered Funds LLC21,333$2.84M0.0%+302.2%0.003%
5/18/2026Estate Counselors LLC40,170$5.34M0.5%-62.7%0.006%
5/18/2026Evercore Wealth Management LLC58,824$7.82M0.1%-7.6%0.009%
5/16/2026KCM Investment Advisors LLC1,348,601$179.23M5.9%+0.4%0.208%
5/16/2026Measured Risk Portfolios Inc.3,107$413K0.5%+14.5%0.000%
5/16/2026Glen Eagle Advisors LLC9,667$1.29M0.2%-5.8%0.001%
5/16/2026Quantinno Capital Management LP442,820$58.85M0.1%+12.8%0.068%
5/16/2026Jessup Wealth Management Inc40,525$5.39M2.0%+3.0%0.006%
5/15/2026Gateway Wealth Partners LLC54,552$7.25M0.3%+82.2%0.008%
5/15/2026Bawa N Mallick Trust11,023$1.47M0.6%-20.3%0.002%
5/15/2026Wealth Watch Advisors INC14,595$1.94M0.8%-4.0%0.002%
5/15/2026Blue Chip Partners LLC17,197$2.29M0.2%+6.4%0.003%
5/15/2026Ameraudi Asset Management Inc.17,190$2.29M1.2%-72.7%0.003%
5/15/2026Cypress Capital Group21,788$2.90M0.3%-9.5%0.003%
5/15/2026Everest Financial Group LLC6,921$920K0.2%+200.7%0.001%
5/15/2026Bradley Foster & Sargent Inc. CT14,478$1.92M0.0%+6.5%0.002%
5/15/2026Matrix Private Capital Group LLC529$70K0.0%N/A0.000%
5/15/2026Windsor Advisory Group LLC952$127K0.1%+2,875.0%0.000%
5/15/2026Waverly Advisors LLC184,720$24.55M0.2%+7.7%0.028%
5/15/2026Vivaldi Capital Management LP21,524$2.86M0.4%+20.0%0.003%
5/15/2026Bridgewater Advisors Inc.10,947$1.46M0.1%-5.4%0.002%
5/15/2026Boreal Capital Management LLC11,665$1.55M1.5%+0.9%0.002%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund1,600,000$212.64M0.3%N/A0.247%
5/14/2026Renaissance Technologies LLC6,120$813K0.0%-87.2%0.001%
5/14/2026Gamco Investors INC. ET AL23,100$3.07M0.0%-0.3%0.004%
5/14/2026Hilltop Holdings Inc.26,441$3.51M0.3%-55.5%0.004%
5/14/2026GC Wealth Management RIA LLC13,015$1.73M0.1%+25.2%0.002%
5/14/2026Compound Planning Inc.48,125$6.40M0.2%-2.7%0.007%
5/14/2026Klingman & Associates LLC5,138$683K0.0%+9.9%0.001%
5/14/2026Modern Wealth Management LLC114,325$15.42M0.3%+3.7%0.018%
5/14/2026Orleans Capital Management Corp LA43,760$5.82M3.9%-10.5%0.007%
5/14/2026Greenline Wealth Management LLC5,845$777K0.9%+36.3%0.001%
5/14/2026Aspen Grove Capital LLC2,015$268K0.1%-36.3%0.000%
5/14/2026Mizuho Markets Americas LLC5,500$731K0.0%N/A0.001%
5/14/2026Bank of Nova Scotia58,570$7.78M0.0%-83.7%0.009%
5/14/2026American Financial Advisors LLC5,021$667K0.1%-1.9%0.001%
5/14/2026Sei Investments Co.2,419$321K0.0%+59.8%0.000%
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5/14/2026MWA Asset Management6,828$908K0.5%-6.3%0.001%
5/14/2026Lido Advisors LLC327,340$43.50M0.1%+16.3%0.050%
5/14/2026Monograph Wealth Advisors LLC1,846$245K0.0%N/A0.000%
5/13/2026Cetera Investment Advisers1,826,990$242.81M0.3%+2.1%0.282%
5/13/2026Parker Investment Management LLC554,785$73.73M11.2%-1.4%0.086%
5/13/2026Wealthspire Retirement LLC18,463$2.45M0.1%+3.9%0.003%
5/13/2026Dynamic Wealth Strategies LLC8,690$1.16M0.7%+2,896.6%0.001%
5/13/2026Prestige Wealth Management Group LLC46,778$6.22M1.2%-12.3%0.007%
5/13/2026Clearwater Capital Advisors LLC4,377$582K0.0%-1.7%0.001%
5/13/2026Measured Wealth Private Client Group LLC117,747$15.65M4.3%-1.5%0.018%


XLK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,737 institutional investors and hedge funds held shares of Technology Select Sector SPDR Fund. The most heavily invested institutionals were Bank of America Corp DE ($3.17B), Morgan Stanley ($2.79B), Focus Partners Wealth ($1.89B), Envestnet Asset Management Inc. ($1.49B), Ameriprise Financial Inc. ($1.49B), CHURCHILL MANAGEMENT Corp ($1.22B), and Raymond James Financial Inc. ($1.17B).Learn more on Technology Select Sector SPDR Fund's institutional investors.

Of the 2,614 institutional investors that purchased Technology Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Kingstone Capital Partners Texas LLC ($101.14M), Bank of America Corp DE ($11.90M), Focus Partners Wealth ($11.49M), Morgan Stanley ($8.82M), Raymond James Financial Inc. ($8.64M), Migdal Insurance & Financial Holdings Ltd. ($5.13M), and Laurel Wealth Advisors LLC ($4.71M).

Institutional investors have bought a total of 253,231,115 shares in the last 24 months. This purchase volume represents approximately $34.32B in transactions.

Of the 1,065 institutional investors that sold Technology Select Sector SPDR Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($4.69M), Harel Insurance Investments & Financial Services Ltd. ($1.67M), Two Sigma Investments LP ($1.41M), State Street Corp ($1.08M), CW Advisors LLC ($990.62K), Migdal Insurance & Financial Holdings Ltd. ($685.87K), and Janney Montgomery Scott LLC ($418.55K).

Institutional investors have sold a total of 19,802,657 shares in the last 24 months. This volume of shares sold represents approximately $2.70B in transactions.


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This page (NYSEARCA:XLK) was last updated on 7/6/2026 by MarketBeat.com Staff.
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