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Technology Select Sector SPDR Fund (XLK) Institutional Ownership

Technology Select Sector SPDR Fund logo
$189.19 -1.24 (-0.65%)
Closing price 04:10 PM Eastern
Extended Trading
$188.64 -0.54 (-0.29%)
As of 05:23 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)
2304
Total
Institutional Inflows
(last 12 months)
$20.06B
Number of
Institutional Sellers
(last 12 months)
865
Total
Institutional Outflows
(last 12 months)
$2.78B
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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
10/15/2026Maryland Capital Advisors Inc.1,774$347K0.1%+787.0%0.000%
10/15/2026WealthPLAN Partners LLC1,960$384K0.1%-12.1%0.000%
10/15/2026RDA Financial Network15,543$3.04M0.6%-7.3%0.002%
10/15/2026LifeSteps Financial Inc.27,007$5.29M2.7%-0.9%0.004%
10/15/2026Gunderson Capital Management LLC1,601$313K0.1%-13.8%0.000%
10/15/2026Turtle Creek Wealth Advisors LLC12,877$2.52M0.1%-3.1%0.002%
10/15/2026WealthPlan Investment Management LLC12,391$2.43M0.1%-17.2%0.002%
10/15/2026SBE LLC DBA Cedar Cove Wealth Partners11,364$2.23M1.1%N/A0.002%
10/15/2026C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors30,108$5.89M0.3%-2.8%0.005%
10/15/2026Wall Capital Group Inc.59,275$11.60M9.6%-13.7%0.009%
10/15/2026HBW Advisory Services LLC52,656$10.31M1.0%-30.1%0.008%
10/15/2026KG Capital Management4,482$877K0.6%+4.3%0.001%
10/15/2026VMS Asset Management Limited130,792$25.60M10.0%N/A0.020%
10/15/2026B.A. Schrock Wealth Management Inc.3,013$596K0.2%N/A0.000%
10/15/2026Triangle Securities Wealth Management9,390$1.84M0.4%-0.7%0.001%
10/15/2026Mather Group LLC.159,794$31.28M0.3%+45.4%0.024%
10/15/2026Ironwood Wealth Management Inc.60,949$12.05M5.1%-2.4%0.009%
10/15/2026Summit Financial Strategies Inc.1,584$310K0.0%+28.8%0.000%
10/15/2026Strategy Asset Managers LLC16,883$3.31M0.4%-1.6%0.003%
10/15/2026Harbor Group Inc.2,233$437K0.1%+9.9%0.000%
10/14/2026Mezzasalma Advisors LLC48,017$9.40M1.9%-8.5%0.007%
10/14/2026Fortress Financial Solutions LLC1,155$226K0.2%N/A0.000%
10/14/2026Elmwood Wealth Management Inc.6,874$1.35M0.3%+1.5%0.001%
10/14/2026Essex LLC258,299$50.56M7.2%+0.1%0.039%
10/14/2026WealthSpring Partners LLC1,847$361K0.4%N/A0.000%
10/14/2026Fairfield Financial Advisors LTD174,829$34.22M12.4%-5.1%0.027%
10/14/2026Investment Planning Advisors Inc.1,722$337K0.1%-4.9%0.000%
10/14/2026Lodestone Wealth Management LLC3,635$712K0.2%+3.9%0.001%
10/14/2026Three Magnolias Financial Advisors LLC7,482$1.47M0.9%-28.6%0.001%
10/14/2026Seelaus Asset Management LLC8,270$1.62M1.2%-4.6%0.001%
10/14/2026ABLE Financial Group LLC1,462$286K0.0%+5.8%0.000%
10/14/2026Firethorn Wealth Partners LLC3,136$614K0.2%+2.4%0.000%
10/14/2026Thurston Springer Miller Herd & Titak Inc.1,116$218K0.4%-81.1%0.000%
10/14/2026First Citizens Bank & Trust Co.25,496$4.99M0.1%-9.6%0.004%
10/14/2026Fearless Solutions LLC dba Best Invest9,260$1.81M0.9%-0.6%0.001%
10/14/2026Focus Financial Network Inc.143,441$28.08M0.8%+4.1%0.022%
10/14/2026Roberts Wealth Advisors LLC22,700$4.44M1.0%-10.4%0.003%
10/14/2026My Personal CFO LLC5,070$992K0.4%+42.5%0.001%
10/14/2026Cresta Advisors Ltd.13,382$2.62M1.3%-63.1%0.002%
10/14/2026Stone Summit Wealth LLC1,437$281K0.1%-23.4%0.000%
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10/14/2026Virginia Estate & Retirement Planning Advisors Inc.504$99K0.1%+50.0%0.000%
10/14/2026Wetzel Investment Advisors Inc.1,143$224K0.1%-5.0%0.000%
10/14/2026Signal Advisors Wealth LLC94,700$18.54M0.8%-8.4%0.014%
10/14/2026Ifrah Financial Services Inc.12,237$2.40M0.6%-1.2%0.002%
10/14/2026BigSur Wealth Management LLC47,864$9.37M2.4%-2.0%0.007%
10/14/2026B. Riley Wealth Advisors Inc.104,810$20.52M0.8%+3.0%0.016%
10/14/2026Krilogy Financial LLC538,484$105.74M2.8%+7.5%0.082%
10/14/2026Affinity Capital Advisors LLC116,541$23.17M2.7%-2.9%0.018%
10/14/2026Maltin Wealth Management Inc.12,059$2.36M0.8%-1.3%0.002%
10/14/2026Trinity Wealth Management LLC33,469$6.55M2.1%-31.1%0.005%
10/13/2026Mechanics Bank Trust Department43,588$8.53M1.1%+3.3%0.007%
10/13/2026Spartan Planning & Wealth Management6,857$1.34M0.9%+7.5%0.001%
10/13/2026David Kennon Inc18,690$3.66M1.2%+0.6%0.003%
10/13/2026Clay Northam Wealth Management LLC43,631$8.54M4.0%+0.9%0.007%
10/13/2026Fagan Associates Inc.20,495$4.01M0.5%-2.3%0.003%
10/13/2026Forvis Mazars Wealth Advisors LLC11,154$2.18M0.0%+6.3%0.002%
10/13/2026Courier Capital LLC10,896$2.13M0.4%-41.7%0.002%
10/13/2026Contravisory Investment Management Inc.18,138$3.55M0.5%-38.0%0.003%
10/13/2026Downshift Financial LLC634$124K0.1%+8.9%0.000%
10/13/2026Sage Capital Advisors llc76,940$15.06M2.2%-1.4%0.012%
10/13/2026Ring Mountain Capital LLC55,093$10.78M4.4%-1.4%0.008%
10/13/2026Heffernan Advisory Inc.1,300$254K0.2%N/A0.000%
10/13/2026McCollum Christoferson Group LLC75,392$14.76M2.2%-2.3%0.011%
10/13/2026Cooksen Wealth LLC113,609$22.58M14.2%-1.8%0.017%
10/13/2026Sax Wealth Advisors LLC27,947$5.47M0.2%+7.2%0.004%
10/13/2026Moulton Wealth Management Inc.6,068$1.20M0.8%-77.5%0.001%
10/13/2026NorthCrest Asset Manangement LLC4,975$984K0.0%+44.0%0.001%
10/13/2026Avior Wealth Management LLC73,438$14.38M0.4%+15.3%0.011%
10/10/2026RTD Financial Advisors Inc.2,862$560K0.1%-4.7%0.000%
10/10/2026Taylor & Morgan Wealth Management LLC4,538$888K0.5%-2.2%0.001%
10/10/2026Armstrong Advisory Group Inc.5,566$1.09M0.1%+11.3%0.001%
10/10/2026Sherry Group Inc.9,277$1.82M1.7%+1.1%0.001%
10/10/2026Capital Planning LLC58,170$11.39M3.2%-3.4%0.009%
10/10/2026Tilia Fiduciary Partners Inc.39,720$7.78M3.8%+3,459.1%0.006%
10/10/2026Valley Wealth Managers Inc.4,097$802K0.0%+27.3%0.001%
10/9/2026Mirador Capital Partners LP3,422$670K0.1%-11.5%0.001%
10/9/2026Williams & Novak Wealth Management LLC3,170$621K0.4%-25.0%0.000%
10/9/2026Kaizen Financial Strategies13,980$2.74M1.1%-1.5%0.002%
10/9/2026Biltmore Wealth Management LLC199,868$39.12M12.2%-4.3%0.031%
10/9/2026Sound Income Strategies LLC6,393$1.26M0.0%-2.9%0.001%
10/9/2026GK Wealth Management LLC518$101K0.1%N/A0.000%
10/9/2026Balefire LLC4,509$883K0.1%-7.0%0.001%
10/9/2026Castle Rock Wealth Management LLC3,054$617K0.1%+2.7%0.000%
10/9/2026David J Yvars Group28,422$5.56M2.5%-0.2%0.004%
10/9/2026Successful Portfolios LLC31,980$6.42M3.0%-2.3%0.005%
10/9/2026Wedmont Private Capital29,204$5.78M0.1%+19.4%0.004%
10/9/2026Cadent Capital Advisors LLC36,069$7.06M1.5%+1.7%0.006%
10/9/2026Insight Wealth Strategies LLC66,724$13.06M1.3%-8.0%0.010%
10/9/2026Aventus Investment Advisors Inc.50,691$9.92M7.3%-0.6%0.008%
10/9/2026Cypress Asset Management Inc. TX2,288$448K0.1%-79.6%0.000%
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10/9/2026Vilga Financial Planning LLC26,743$5.24M3.2%+4.4%0.004%
10/9/2026Hummer Financial Advisory Services Inc1,040$204K0.2%N/A0.000%
10/9/2026Breakwater Capital Group7,035$1.38M0.2%+2.2%0.001%
10/9/2026Chapin Davis Inc.3,320$650K0.1%-71.7%0.001%
10/9/2026Eclectic Associates Inc. ADV25,026$4.90M0.6%-22.7%0.004%
10/9/2026Gainplan LLC1,155$226K0.1%+8.2%0.000%
10/9/2026Attessa Capital LLC97,444$19.08M10.9%+5.7%0.015%
10/9/2026Go Invest LLC152$30K0.0%N/A0.000%
10/9/2026Emergent Wealth Advisors LLC5,867$1.15M0.6%-79.5%0.001%
10/9/2026Stableford Capital II LLC1,665$326K0.1%-17.1%0.000%


XLK Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,770 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), Envestnet Asset Management Inc. ($2.08B), Focus Partners Wealth ($1.89B), 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 2,637 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 138,872,029 shares in the last 24 months. This purchase volume represents approximately $20.06B in transactions.

Of the 853 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. ($1.49M), Two Sigma Investments LP ($1.41M), Envestnet Asset Management Inc. ($1.10M), Migdal Insurance & Financial Holdings Ltd. ($685.87K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($648.72K), and Janney Montgomery Scott LLC ($418.55K).

Institutional investors have sold a total of 18,653,446 shares in the last 24 months. This volume of shares sold represents approximately $2.78B in transactions.


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Institutional ownership data for NYSEARCA:XLK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/15/2026. New 13F filings are added each quarter as they're published.
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