Technology Select Sector SPDR Fund (XLK) Institutional Ownership

$206.51
+0.97 (+0.47%)
(As of 05/13/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1204
Total
Institutional Inflows
(last 12 months)
$6.90B
Number of
Institutional Sellers
(last 12 months)
879
Total
Institutional Outflows
(last 12 months)
$3.63B
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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
5/13/2024Goepper Burkhardt LLC2,258$464K0.2%-4.2%0.001%
5/13/2024Cedar Wealth Management LLC1,235$257K0.1%+194.0%0.000%
5/13/2024Texas Capital Bank Wealth Management Services Inc1,604$334K0.0%-48.2%0.001%
5/13/2024O Shaughnessy Asset Management LLC12,852$2.68M0.0%+7.1%0.004%
5/13/2024Alerus Financial NA39,860$8.30M0.6%-74.0%0.013%
5/11/2024 Spreng Capital Management Inc.28,091$5.85M3.1%+1.8%0.009%
5/11/2024 Lcnb Corp11,890$2.48M0.9%-0.8%0.004%
5/11/2024 Davis R M Inc.2,221$463K0.0%-14.4%0.001%
5/11/2024 Beaumont Financial Advisors LLC3,961$825K0.1%-4.9%0.001%
5/11/2024 Catalytic Wealth RIA LLC4,027$839K0.2%N/A0.001%
5/11/2024 Jacobi Capital Management LLC5,660$1.18M0.1%+28.5%0.002%
5/11/2024 Edgestream Partners L.P.12,071$2.51M0.1%+31.0%0.004%
5/11/2024 Strait & Sound Wealth Management LLC2,934$613K0.3%-25.4%0.001%
5/11/2024 Patten & Patten Inc. TN24,175$5.04M0.4%+45.4%0.008%
5/10/2024 TIAA Trust National Association70,786$14.74M0.0%+1.0%0.023%
5/10/2024 Cornerstone Advisors LLC190,100$39.59M1.6%+22.8%0.061%
5/10/2024 Spirepoint Private Client LLC47,302$9.85M1.5%N/A0.015%
5/10/2024 Ciovacco Capital Management LLC76,610$15.96M10.7%-0.2%0.024%
5/10/2024 Nicolet Advisory Services LLC1,288$267K0.0%+5.9%0.000%
5/10/2024 Councilmark Asset Management LLC3,470$723K0.5%N/A0.001%
5/10/2024 Prevail Innovative Wealth Advisors LLC3,082$642K0.2%N/A0.001%
5/10/2024 Banco Santander S.A.21,976$4.58M0.1%-6.5%0.007%
5/10/2024 Tocqueville Asset Management L.P.140,050$29.17M0.5%-0.3%0.045%
5/10/2024 J.Safra Asset Management Corp544,199$113.34M12.8%+1.2%0.173%
5/10/2024 Horizon Family Wealth Inc.9,231$1.92M1.5%+7.0%0.003%
5/10/2024 Nwam LLC31,306$6.40M0.5%+5.1%0.010%
5/10/2024 Gruss & Co. LLC1,000$208K1.1%N/A0.000%
5/10/2024 Gratus Wealth Advisors LLC123,457$24.27M4.4%-5.5%0.039%
5/9/2024 Corrado Advisors LLC14,293$2.98M2.0%-17.7%0.005%
5/9/2024 Socha Financial Group LLC2,655$553K0.2%N/A0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC6,757$1.41M0.1%-19.7%0.002%
5/9/2024 Brighton Jones LLC14,228$2.96M0.1%+6.1%0.005%
5/9/2024 ProVise Management Group LLC21,026$4.38M0.4%-43.9%0.007%
5/9/2024 Private Portfolio Partners LLC9,840$2.05M0.4%+5.8%0.003%
5/9/2024 Orion Portfolio Solutions LLC64,790$13.49M0.1%+9.3%0.021%
5/9/2024 Blair William & Co. IL73,395$15.29M0.0%-1.5%0.023%
5/9/2024 HBK Sorce Advisory LLC4,223$879K0.0%+6.1%0.001%
5/9/2024 Kingsview Wealth Management LLC204,436$42.58M1.1%+0.6%0.065%
5/9/2024 Clearwater Capital Advisors LLC3,863$805K0.1%-2.6%0.001%
5/9/2024 JDM Financial Group LLC1,607$335K0.2%+83.2%0.001%
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5/9/2024 Delta Investment Management LLC3,647$760K0.2%-5.6%0.001%
5/9/2024 Ledyard National Bank19,568$4.08M0.4%-4.0%0.006%
5/9/2024 TBH Global Asset Management LLC1,671$348K0.1%+3.6%0.001%
5/9/2024 SageView Advisory Group LLC2,840$591K0.0%-67.7%0.001%
5/9/2024 Charles Schwab Investment Advisory Inc.2,810$585K0.0%+7.8%0.001%
5/9/2024 Fortis Capital Advisors LLC15,884$3.31M1.4%-6.4%0.005%
5/9/2024 Tradewinds LLC.1,304$251K0.2%N/A0.000%
5/9/2024 Angeles Wealth Management LLC292$61K0.0%+100.0%0.000%
5/9/2024 TD Asset Management Inc469,094$97.70M0.1%+0.4%0.149%
5/9/2024 Hudson Value Partners LLC9,996$2.08M0.9%+7.0%0.003%
5/9/2024 Dearborn Partners LLC2,745$572K0.0%+5.4%0.001%
5/9/2024 Pettyjohn Wood & White Inc.10,481$2.18M0.4%+5.5%0.003%
5/9/2024 WP Advisors LLC5,283$1.10M0.4%+4.7%0.002%
5/9/2024 Koshinski Asset Management Inc.10,148$2.11M0.2%-34.4%0.003%
5/8/2024 Camarda Financial Advisors LLC64,915$13.52M5.5%-2.8%0.021%
5/8/2024 Cozad Asset Management Inc.2,536$528K0.1%-4.6%0.001%
5/8/2024 Bell Investment Advisors Inc1,219$254K0.0%N/A0.000%
5/8/2024 Private Wealth Advisors LLC38,426$8.00M3.3%-4.8%0.012%
5/8/2024 Financial & Tax Architects LLC3,352$698K0.2%-12.3%0.001%
5/8/2024 Advisors Preferred LLC273,264$57.07M9.6%-10.7%0.087%
5/8/2024 Tanglewood Wealth Management Inc.4,428$922K0.1%-12.7%0.001%
5/8/2024 Bleakley Financial Group LLC8,555$1.78M0.1%-6.7%0.003%
5/8/2024 Heritage Wealth Advisors12,240$2.55M0.1%-39.1%0.004%
5/8/2024 Avantax Advisory Services Inc.208,677$43.46M0.4%+6.7%0.066%
5/8/2024 US Bancorp DE1,377,215$286.83M0.4%-0.5%0.439%
5/8/2024 Russell Investments Group Ltd.859$179K0.0%+560.8%0.000%
5/8/2024 QRG Capital Management Inc.8,105$1.69M0.0%+24.0%0.003%
5/8/2024 Headlands Technologies LLC5,015$1.04M0.3%+37.4%0.002%
5/8/2024 Legacy Capital Group California Inc.1,745$364K0.1%N/A0.001%
5/8/2024 Williams Jones Wealth Management LLC.19,110$3.98M0.1%+1.0%0.006%
5/8/2024 Thoroughbred Financial Services LLC2,639$549K0.1%-16.0%0.001%
5/7/2024 Verus Capital Partners LLC8,311$1.73M0.2%+1.7%0.003%
5/7/2024 Capital Square LLC1,915$399K0.3%N/A0.001%
5/7/2024 NorthRock Partners LLC2,186$455K0.0%+49.6%0.001%
5/7/2024 Fiduciary Family Office LLC1,332$277K0.1%N/A0.000%
5/7/2024 WNY Asset Management LLC19,720$4.11M0.6%-0.8%0.006%
5/7/2024 White Lighthouse Investment Management Inc.1,516$316K0.1%-9.2%0.000%
5/7/2024 Chilton Capital Management LLC8,394$1.75M0.1%-2.3%0.003%
5/7/2024 Stonebrook Private Inc.17,188$3.58M1.0%+38.8%0.005%
5/7/2024 Concurrent Investment Advisors LLC111,322$23.19M0.9%+7.8%0.035%
5/7/2024 Atomi Financial Group Inc.7,191$1.50M0.1%-32.7%0.002%
5/7/2024 Montag A & Associates Inc.65,739$13.69M0.7%+13.8%0.021%
5/7/2024 WealthPLAN Partners LLC2,848$593K0.1%-13.0%0.001%
5/7/2024 KCM Investment Advisors LLC701,719$146.15M5.4%-3.2%0.224%
5/7/2024 Facet Wealth Inc.1,012$207K0.0%N/A0.000%
5/7/2024 NTV Asset Management LLC5,070$1.06M0.2%+10.7%0.002%
5/7/2024 Highland Capital Management LLC2,214$461K0.0%+19.8%0.001%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.24,700$5.14M2.6%+68.0%0.008%
5/7/2024 Benedetti & Gucer Inc.1,045$218K0.1%N/A0.000%
5/7/2024 Nelson Capital Management LLC41,917$8.73M1.7%+4.4%0.013%
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5/7/2024 Oppenheimer Asset Management Inc.149,004$31.03M0.5%+2,463.7%0.047%
5/7/2024 Oppenheimer & Co. Inc.65,443$13.63M0.2%-2.7%0.021%
5/7/2024 PFG Advisors17,227$3.59M0.3%+4.3%0.005%
5/7/2024 Guardian Asset Advisors LLC986$205K0.2%-23.6%0.000%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management8,142$1.70M0.1%-25.3%0.003%
5/7/2024 Obermeyer Wood Investment Counsel Lllp2,645$551K0.0%+3.9%0.001%
5/7/2024 Hilltop National Bank6,012$1.25M0.4%N/A0.002%
5/7/2024 Wealthspire Advisors LLC5,802$1.21M0.0%+11.2%0.002%
5/7/2024 Insight Advisors LLC PA1,680$350K0.1%+29.2%0.001%
5/7/2024 SG Americas Securities LLC87,830$18.29M0.1%+50.2%0.028%
(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, 1,918 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 1,668 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 73,115,460 shares in the last 24 months. This purchase volume represents approximately $11.41B in transactions.

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

Of the 1,224 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. ($2.38M), Prudential Financial Inc. ($2.17M), Janney Montgomery Scott LLC ($1.57M), Two Sigma Investments LP ($1.10M), Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management ($1.10M), and Raymond James & Associates ($1.10M).

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

Institutional investors have sold a total of 43,944,283 shares in the last 24 months. This volume of shares sold represents approximately $6.79B in transactions.


This page (NYSEARCA:XLK) was last updated on 5/14/2024 by MarketBeat.com Staff

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