SS Technology Select SectorXLKETF

13F holders, Q1 2024 (March 31)
1,957holders
7famous investors
$208.11avg. 13F price*

At the end of Q1 2024, 1,957 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings. The largest holders were Bank of America Corp. ($2.7B), Wells Fargo & Company ($2.2B) and Morgan Stanley ($1.9B). 7 famous investors held it, including Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio), Ken Griffin (0.1% of Citadel Advisors's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q1 2024)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions130$298.0M
Exits88$340.5M

Ownership 1,957 holders

Bank of America Corp. 0.27% Add +3.2% 12,943,721 $2.7B
Wells Fargo & Company 0.59% Reduce -0.6% 10,642,326 $2.2B
Morgan Stanley 0.15% Reduce -10.4% 8,987,534 $1.9B
LPL Financial LLC 0.77% Add +9.0% 6,864,519 $1.4B
UBS Group AG 0.35% Add +3.7% 5,079,566 $1.1B
CHURCHILL MANAGEMENT Corp 13.04% Add +4.1% 5,020,431 $1.0B
Envestnet Asset Management Inc. 0.39% Reduce -2.4% 4,997,124 $1.0B
Goldman Sachs Group Inc. 0.19% Reduce -10.9% 4,335,579 $903.0M
Ameriprise Financial Inc. 0.23% Add +8.2% 3,936,952 $819.2M
Raymond James & Associates 0.49% Reduce -4.1% 3,434,467 $715.3M
Royal Bank of Canada 0.15% Reduce -8.9% 2,878,946 $599.6M
Janney Montgomery Scott LLC 1.76% Reduce -8.7% 2,832,831 $590.0M
Truist Financial Corp. 0.89% Reduce -9.3% 2,814,640 $586.2M
BlackRock Inc. 0.01% Add +26.1% 2,703,509 $563.1M
Charles Schwab Investment Management Inc. 0.13% Add +4.0% 2,636,486 $549.1M
Nissay Asset Management Corp. /Japan 3.25% No change 2,249,677 $468.5M
WestEnd Advisors, LLC 11.65% Reduce -7.3% 2,159,085 $449.7M
Captrust Financial Advisors 1.26% Add +4.9% 1,648,707 $343.4M
Factory Mutual Insurance Co. 3.85% Add +1.1% 1,610,300 $335.4M
Agf Management Ltd. 1.85% Add +9.8% 1,592,711 $331.7M
JPMorgan Chase & Co. 0.03% Add +9.4% 1,565,758 $326.1M
Bank of Montreal 0.10% Add +131.3% 1,525,230 $319.9M
PGIM Custom Harvest LLC 7.91% Add +14.9% 1,534,228 $319.5M
Northern Trust Corp. 0.05% Reduce -0.1% 1,403,139 $292.2M
US Bancorp \de 0.40% Reduce -0.5% 1,377,215 $286.8M
Barclays PLC 0.12% Add +164.9% 1,267,400 $264.0M
State Street Corp. 0.01% Reduce -2.8% 1,218,748 $253.8M
CW Advisors, LLC 3.70% Add +0.8% 1,027,311 $214.0M
Equitable Holdings, Inc. 2.39% Add +1.0% 1,019,082 $212.2M
Osaic Holdings, Inc. 0.46% Reduce -9.7% 998,266 $207.9M
Rockefeller Capital Management L.P. 0.57% Add +15.2% 936,454 $195.0M
Commonwealth Equity Services, LLC 0.30% Add +13.7% 881,257 $183.5M
PNC Financial Services Group, Inc. 0.13% Add +0.9% 863,420 $179.8M
Main Management ETF Advisors, LLC 9.38% Add +3.5% 852,150 $177.5M
Raymond James Financial Services Advisors, Inc. 0.26% Reduce -2.3% 852,071 $177.5M
Stifel Financial Corp. 0.20% Add +2.0% 830,520 $173.0M
Provida Pension Fund Administrator 4.21% Add +24.5% 814,134 $169.7M
Swan Global Investments, LLC 8.31% Reduce -6.2% 810,907 $168.9M
Citigroup Inc. 0.18% Reduce -9.9% 807,317 $168.1M
Harel Insurance Investments & Financial Services Ltd. 3.19% Add +50.1% 791,069 $164.8M
InterOcean Capital Group, LLC 3.91% Add +0.8% 787,027 $163.9M
Migdal Insurance & Financial Holdings Ltd. 2.57% Reduce -19.2% 771,348 $160.6M
Cetera Investment Advisers 0.37% Add +285.1% 756,208 $157.5M
HighTower Advisors, LLC 0.25% Reduce -0.4% 739,903 $154.0M
KCM Investment Advisors LLC 5.43% Reduce -3.3% 701,719 $146.1M
Assetmark, Inc. 0.46% Reduce -6.0% 674,755 $140.5M
Cambridge Investment Research Advisors, Inc. 0.53% Add +12.3% 659,016 $137.3M
Victory Capital Management Inc. 0.14% Reduce -0.2% 657,523 $136.9M
Corient Private Wealth LP 0.23% Reduce -14.0% 625,189 $130.2M
Private Advisor Group, LLC 0.90% Reduce -5.1% 602,083 $125.4M
RiverFront Investment Group, LLC 3.36% Add +1.7% 572,028 $119.1M
Mariner, LLC 0.24% Add +0.5% 561,789 $117.0M
J.Safra Asset Management Corp 12.83% Add +1.2% 544,199 $113.3M
Conservest Capital Advisors, Inc. 11.18% Reduce -2.8% 526,222 $109.6M
Bar Harbor Wealth Management 6.71% Reduce -0.0% 480,766 $100.1M
TD Asset Management Inc 0.09% Add +0.4% 469,094 $97.7M
EP Wealth Advisors, LLC 1.14% Reduce -0.0% 468,770 $97.6M
Mirae Asset Global Investments Co., Ltd. 0.21% Reduce -22.9% 463,345 $95.8M
Cwm, LLC 0.46% Add +4.7% 455,244 $94.8M
Marshall Wace, LLP 0.16% New 453,642 $94.5M
1832 Asset Management L.P. 0.17% Reduce -38.9% 447,706 $93.2M
Spinnaker Trust 5.72% Reduce -2.8% 425,356 $88.6M
Meitav Investment House Ltd. 1.71% Reduce -15.0% 417,984 $87.1M
Citadel Advisors 0.08% Add +4731.9% 411,197 $85.6M
Millennium Management 0.07% Add +103.6% 409,041 $85.2M
Advisory Alpha, LLC 3.49% Reduce -17.4% 408,132 $85.0M
Fifth Third Bancorp 0.33% Reduce -3.5% 405,961 $84.5M
Qube Research & Technologies Ltd 0.15% Add +9.4% 400,012 $83.3M
Jane Street Group, LLC 0.11% Add +28157.9% 390,524 $81.3M
Gerber Kawasaki Wealth & Investment Management 4.22% Reduce -1.9% 375,213 $78.1M
Kestra Advisory Services, LLC 0.50% Add +30.9% 359,159 $74.8M
Salomon & Ludwin, LLC 6.04% Reduce -4.1% 335,779 $70.2M
Phoenix Financial Ltd. 0.96% Reduce -0.2% 333,597 $69.5M
Parker Investment Management, LLC 11.93% Reduce -0.5% 331,197 $69.0M
Trek Financial, LLC 5.31% Add +20.4% 321,741 $67.0M
GR Financial Group, LLC 15.01% New 311,203 $64.8M
Wealth Enhancement Advisory Services, LLC 0.16% Add +1.5% 304,120 $63.3M
Focus Partners Wealth 0.51% Add +103.0% 298,903 $62.3M
MML Investors Services, LLC 0.25% Add +9.1% 293,043 $61.0M
Wharton Business Group, LLC 2.93% Reduce -3.8% 292,735 $61.0M
Bellwether Advisors, LLC 13.31% Add +7.9% 290,947 $60.6M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 5.82% Add +199.9% 290,000 $60.4M
Mercer Global Advisors Inc. 0.17% Add +11.3% 287,141 $59.8M
Capital Investment Advisors, LLC 1.36% Reduce -42.0% 279,139 $58.1M
Advisors Preferred, LLC 9.61% Reduce -10.7% 273,264 $57.1M
Chemung Canal Trust Co. 10.87% Reduce -6.6% 270,256 $56.3M
WINTON GROUP Ltd 3.92% Add +50.5% 266,821 $55.6M
Capital Fund Management S.A. 0.65% Add +18.1% 257,424 $53.6M
CoreCap Advisors, LLC 2.78% Add +110.3% 251,998 $52.5M
Old National Bancorp 1.20% Reduce -9.7% 242,855 $50.6M
Thrivent Financial for Lutherans 0.10% Add +2.0% 231,759 $48.3M
J. Goldman & Co LP 2.10% Reduce -0.5% 223,116 $46.5M
Pathstone Holdings, LLC 0.22% Add +1.1% 221,337 $46.1M
Spectrum Wealth Counsel, LLC 5.63% Add +25.0% 220,804 $46.0M
Atria Wealth Solutions, Inc. 0.52% Add +6.1% 220,529 $45.9M
Cresset Asset Management, LLC 0.22% Add +53.6% 218,222 $45.4M
Lido Advisors, LLC 0.41% Reduce -5.3% 216,770 $45.1M
Commerce Bank 0.30% Reduce -7.7% 215,230 $44.8M
Main Management LLC 3.75% Add +0.1% 211,215 $44.0M
Evolution Wealth Advisors, LLC 8.38% Add +5.5% 210,104 $43.8M

"% of holder's portfolio" is XLK's weight in each manager's 13F, not the share of SS Technology Select Sector the manager owns.

Show all 1,957 holders