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Technology Select Sector SPDR Fund (XLK) Institutional Ownership

Technology Select Sector SPDR Fund logo
$234.11 +3.61 (+1.57%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Technology Select Sector SPDR Fund (NYSEARCA:XLK)

Number of
Institutional Buyers
(last 12 months)
1217
Total
Institutional Inflows
(last 12 months)
$4.76B
Number of
Institutional Sellers
(last 12 months)
881
Total
Institutional Outflows
(last 12 months)
$3.07B
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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
1/17/2025Cerro Pacific Wealth Advisors LLC13,936$3.15M1.0%-10.5%0.004%
1/17/2025FCG Investment Co956$222K0.1%+7.3%0.000%
1/17/2025Secure Asset Management LLC89,815$20.88M3.2%+1.8%0.029%
1/17/2025Marks Wealth LLC140,892$32.76M15.8%+9.5%0.045%
1/17/2025Red Door Wealth Management LLC3,861$898K0.1%+22.7%0.001%
1/17/2025Galvin Gaustad & Stein LLC4,250$988K0.1%-19.2%0.001%
1/17/2025Goldstein Advisors LLC79,010$18.37M2.7%+3.8%0.025%
1/17/2025Baron Silver Stevens Financial Advisors LLC8,342$1.94M0.3%+1.1%0.003%
1/17/2025Avior Wealth Management LLC20,081$4.67M0.2%+2.0%0.006%
1/17/2025D.B. Root & Company LLC20,435$4.75M1.5%-0.3%0.007%
1/17/2025Mutual Advisors LLC68,904$15.88M0.5%+1.4%0.022%
1/17/2025Janney Montgomery Scott LLC2,573,172$598.31M1.7%-2.9%0.820%
1/17/2025Bartlett & CO. Wealth Management LLC49,730$11.56M0.2%-0.7%0.016%
1/17/2025SG Americas Securities LLC368,192$85.61M0.4%-26.0%0.117%
1/17/2025Rolek Wealth Management LLC1,180$274K0.2%N/A0.000%
1/17/2025Phillips Wealth Planners LLC6,616$1.51M1.5%+2.4%0.002%
1/17/2025Evolution Wealth Advisors LLC258,646$60.14M10.1%+21.7%0.082%
1/17/2025Paragon Financial Partners Inc.7,620$1.77M1.3%-6.0%0.002%
1/17/2025Park Place Capital Corp238$55K0.0%-64.3%0.000%
1/17/2025Janney Capital Management LLC151,719$35.28M2.3%-2.0%0.048%
1/17/2025Magnus Financial Group LLC16,639$3.87M0.4%+10.6%0.005%
1/17/2025Finley Financial LLC11,230$2.61M1.4%N/A0.004%
1/17/2025Global Trust Asset Management LLC1,323$308K0.1%+29.6%0.000%
1/17/2025Advisory Alpha LLC482,796$112.26M4.0%+0.6%0.154%
1/17/2025Sterling Investment Management LLC3,862$898K0.7%-9.5%0.001%
1/17/2025Dakota Wealth Management135,260$31.45M0.7%-1.4%0.043%
1/17/2025Davis Capital Management822$191K0.2%-5.0%0.000%
1/17/2025Braun Bostich & Associates Inc.9,728$2.26M1.6%-1.8%0.003%
1/17/2025XML Financial LLC8,222$1.91M0.2%-0.7%0.003%
1/17/2025AFG Fiduciary Services Limited Partnership17,020$3.95M1.2%-5.5%0.005%
1/17/2025Verum Partners LLC10,020$2.33M0.7%+4.2%0.003%
1/17/2025Oxinas Partners Wealth Management LLC7,769$1.81M1.1%-1.8%0.002%
1/17/2025Mitsubishi UFJ Asset Management UK Ltd.4,000$930K0.4%-80.5%0.001%
1/17/2025Roberts Wealth Advisors LLC13,601$3.16M1.0%-15.4%0.004%
1/17/2025Wall Street Financial Group Inc.10,870$2.53M2.5%-6.1%0.003%
1/17/2025Atomi Financial Group Inc.16,399$3.81M0.2%+176.5%0.005%
1/17/2025Transform Wealth LLC51,892$12.07M0.7%+2,232.2%0.017%
1/17/2025Alpha Cubed Investments LLC3,431$798K0.0%-8.5%0.001%
1/17/2025Clear Harbor Asset Management LLC2,254$524K0.0%+23.7%0.001%
1/16/2025First United Bank & Trust5,465$1.27M0.5%-3.4%0.002%
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1/16/2025Charles Schwab Trust Co3,632$844K0.1%+38.4%0.001%
1/16/2025Aspiriant LLC4,620$1.07M0.0%+31.7%0.001%
1/16/2025ARS Investment Partners LLC39,533$9.19M0.8%-5.7%0.013%
1/16/2025Royal Fund Management LLC1,203$280K0.0%+25.8%0.000%
1/16/2025Chesapeake Wealth Management37,512$8.72M3.0%-2.0%0.012%
1/16/2025Rezny Wealth Management Inc.88,597$20.60M5.1%+1.1%0.028%
1/16/2025Pure Financial Advisors LLC12,768$2.97M0.1%-2.3%0.004%
1/16/2025Amplius Wealth Advisors LLC4,223$982K0.1%-2.4%0.001%
1/16/2025Gemmer Asset Management LLC897$209K0.0%N/A0.000%
1/16/2025LaFleur & Godfrey LLC3,425$796K0.1%-8.4%0.001%
1/16/2025Cove Private Wealth LLC1,220$284K0.2%N/A0.000%
1/16/2025Maltin Wealth Management Inc.6,021$1.40M0.7%+0.9%0.002%
1/16/2025Access Financial Services Inc.10,806$2.51M1.1%-2.4%0.003%
1/16/2025M.E. Allison & CO. Inc.3,894$905K1.0%N/A0.001%
1/16/2025Financial Freedom LLC25,529$5.94M3.1%-1.9%0.008%
1/16/2025Mechanics Bank Trust Department30,007$6.98M0.9%-0.8%0.010%
1/16/2025Diversify Advisory Services LLC23,429$5.36M0.3%-8.4%0.007%
1/16/2025Diversify Wealth Management LLC23,028$5.27M0.4%+116.1%0.007%
1/16/2025City Holding Co.8,575$1.99M0.3%-3.5%0.003%
1/16/2025Successful Portfolios LLC16,447$3.82M2.6%-0.6%0.005%
1/16/2025Evanson Asset Management LLC18,228$4.24M0.3%-0.5%0.006%
1/16/2025Moulton Wealth Management Inc.11,648$2.71M2.1%+407.3%0.004%
1/16/2025Bayshore Asset Management LLC1,200$279K0.1%-20.0%0.000%
1/16/2025Delta Capital Management LLC3,925$913K0.4%N/A0.001%
1/16/2025Stillwater Capital Advisors LLC160,435$37.30M4.6%+1.9%0.051%
1/15/2025 Meridian Financial LLC2,234$519K0.4%-5.3%0.001%
1/15/2025 Whitaker Myers Wealth Managers LTD.3,484$810K0.2%-29.9%0.001%
1/15/2025 BNC Wealth Management LLC2,397$557K0.2%+4.3%0.001%
1/15/2025 Moss Adams Wealth Advisors LLC9,355$2.18M0.2%-10.3%0.003%
1/15/2025 IAM Advisory LLC6,367$1.48M0.4%-1.8%0.002%
1/15/2025 Sandbox Financial Partners LLC2,907$676K0.2%+4.3%0.001%
1/15/2025 Astoria Portfolio Advisors LLC.988$225K0.1%N/A0.000%
1/15/2025 Smith Salley Wealth Management1,897$441K0.0%+7.3%0.001%
1/15/2025 Taylor & Morgan Wealth Management LLC2,936$683K0.5%-13.6%0.001%
1/15/2025 Herbst Group LLC11,749$2.73M1.7%+1.7%0.004%
1/15/2025 TCP Asset Management LLC70,884$16.48M3.6%+4.5%0.023%
1/15/2025 Krilogy Financial LLC173,285$40.29M2.7%+1.3%0.055%
1/15/2025 Ameritas Advisory Services LLC80,194$18.65M0.6%-2.1%0.026%
1/15/2025 HB Wealth Management LLC31,862$7.41M0.1%-0.6%0.010%
1/15/2025 Financial & Tax Architects LLC3,100$721K0.2%+10.9%0.001%
1/15/2025 Premier Path Wealth Partners LLC118,373$27.52M4.2%+1.8%0.038%
1/15/2025 Sanibel Captiva Trust Company Inc.1,869$435K0.0%N/A0.001%
1/15/2025 Howard Financial Services LTD.1,569$365K0.0%+4.7%0.000%
1/15/2025 Arkadios Wealth Advisors54,030$12.56M0.7%+5.9%0.017%
1/15/2025 TrueWealth Advisors LLC2,418$562K0.2%-3.7%0.001%
1/15/2025 LongView Wealth Management887$206K0.1%N/A0.000%
1/15/2025 Whitener Capital Management Inc.3,378$785K0.2%+4.5%0.001%
1/15/2025 Cranbrook Wealth Management LLC28,449$6.62M1.5%+0.9%0.009%
1/15/2025 Sax Wealth Advisors LLC13,680$3.18M0.2%-2.8%0.004%
1/15/2025 Merit Financial Group LLC53,066$12.34M0.2%+3.6%0.017%
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1/15/2025 First National Bank of Mount Dora Trust Investment Services6,566$1.53M0.4%+1.9%0.002%
1/15/2025 Saxon Interests Inc.9,374$2.18M1.0%-0.6%0.003%
1/15/2025 Wealthcare Advisory Partners LLC27,158$6.32M0.2%-5.4%0.009%
1/15/2025 Procyon Advisors LLC1,844$429K0.0%-70.2%0.001%
1/15/2025 Tompkins Financial Corp16,160$3.76M0.3%+0.6%0.005%
1/15/2025 RDA Financial Network4,931$1.15M0.3%+19.3%0.002%
1/15/2025 First Pacific Financial6,142$1.43M0.3%+205.9%0.002%
1/15/2025 Channel Wealth LLC11,319$2.63M0.9%+14.0%0.004%
1/15/2025 Capital Planning LLC30,914$7.19M1.9%+0.4%0.010%
1/15/2025 Decker Retirement Planning Inc.33,992$7.90M4.6%N/A0.011%
(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, 2,011 institutional investors and hedge funds held shares of Technology Select Sector SPDR Fund. The most heavily invested institutionals were Morgan Stanley ($1.51B), Envestnet Asset Management Inc. ($1.23B), CHURCHILL MANAGEMENT Corp ($1.19B), Ameriprise Financial Inc. ($955.48M), LPL Financial LLC ($951.28M), Raymond James & Associates ($776.14M), and Truist Financial Corp ($641.87M).Learn more on XLK's institutional investors.

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

Of the 1,742 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. ($4.53M), International Assets Investment Management LLC ($3.00M), Granite Bay Wealth Management LLC ($2.60M), Charles Schwab Investment Management Inc. ($2.57M), CHURCHILL MANAGEMENT Corp ($2.30M), Hartford Investment Management Co. ($1.55M), and Factory Mutual Insurance Co. ($1.41M).

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

Institutional investors have bought a total of 63,350,043 shares in the last 24 months. This purchase volume represents approximately $11.22B in transactions.

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

Of the 1,280 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: Granite Bay Wealth Management LLC ($2.53M), Migdal Insurance & Financial Holdings Ltd. ($2.53M), Janney Montgomery Scott LLC ($1.66M), Raymond James & Associates ($1.17M), Two Sigma Investments LP ($1.10M), WestEnd Advisors LLC ($980.32K), and Citigroup Inc. ($922.00K).

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

Institutional investors have sold a total of 38,732,996 shares in the last 24 months. This volume of shares sold represents approximately $6.84B in transactions.


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This page (NYSEARCA:XLK) was last updated on 1/18/2025 by MarketBeat.com Staff
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