Technology Select Sector SPDR Fund (XLK) Institutional Ownership

$205.54
+0.76 (+0.37%)
(As of 05/10/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
1227
Total
Institutional Inflows
(last 12 months)
$7.03B
Number of
Institutional Sellers
(last 12 months)
898
Total
Institutional Outflows
(last 12 months)
$3.83B
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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
5/11/2024Spreng Capital Management Inc.28,091$5.85M3.1%+1.8%0.009%
5/11/2024Lcnb Corp11,890$2.48M0.9%-0.8%0.004%
5/11/2024Davis R M Inc.2,221$463K0.0%-14.4%0.001%
5/11/2024Beaumont Financial Advisors LLC3,961$825K0.1%-4.9%0.001%
5/11/2024Catalytic Wealth RIA LLC4,027$839K0.2%N/A0.001%
5/11/2024Jacobi Capital Management LLC5,660$1.18M0.1%+28.5%0.002%
5/11/2024Edgestream Partners L.P.12,071$2.51M0.1%+31.0%0.004%
5/11/2024Strait & Sound Wealth Management LLC2,934$613K0.3%-25.4%0.001%
5/11/2024Patten & Patten Inc. TN24,175$5.04M0.4%+45.4%0.008%
5/10/2024TIAA Trust National Association70,786$14.74M0.0%+1.0%0.023%
5/10/2024Cornerstone Advisors LLC190,100$39.59M1.6%+22.8%0.061%
5/10/2024Spirepoint Private Client LLC47,302$9.85M1.5%N/A0.015%
5/10/2024Ciovacco Capital Management LLC76,610$15.96M10.7%-0.2%0.024%
5/10/2024Nicolet Advisory Services LLC1,288$267K0.0%+5.9%0.000%
5/10/2024Councilmark Asset Management LLC3,470$723K0.5%N/A0.001%
5/10/2024Prevail Innovative Wealth Advisors LLC3,082$642K0.2%N/A0.001%
5/10/2024Banco 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%
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%
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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%
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%
Collapse of the Petrodollar (Ad)

The death of the "petrodollar" seems imminent. And the implications could not be worse for Americans. Russia, China and India have decided to abandon the petrodollar. For one main reason.

In answer to this issue, we have released a Special Report to the public.
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%
5/6/2024 Envestnet Portfolio Solutions Inc.51,420$10.71M0.0%+42.2%0.016%
5/6/2024 Leuthold Group LLC81,853$17.05M1.9%+0.1%0.026%
5/6/2024 Concord Investment Counsel Inc.32,486$6.77M2.4%N/A0.010%
5/6/2024 SYM FINANCIAL Corp679$141K0.0%N/A0.000%
5/6/2024 Gallacher Capital Management LLC1,757$366K0.2%+45.0%0.001%
(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, 1,923 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 1,677 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 74,643,641 shares in the last 24 months. This purchase volume represents approximately $11.65B in transactions.

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

Of the 1,237 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 49,709,793 shares in the last 24 months. This volume of shares sold represents approximately $7.70B in transactions.


This page (NYSEARCA:XLK) was last updated on 5/11/2024 by MarketBeat.com Staff

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