SS Technology Select SectorXLKETF

13F holders, Q3 2024 (September 30)
2,029holders +18
111new positions
96sold out
7famous investors
$225.65avg. 13F price*

At the end of Q3 2024, 2,029 institutions reported holding SS Technology Select Sector (XLK) in their 13F filings, up 18 from Q2 2024. 111 opened new positions and 96 sold out. The largest holders were Bank of America Corp. ($2.8B), Wells Fargo & Company ($2.4B) and Morgan Stanley ($2.2B). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
SS Technology Select Sector
Filed as
SELECT SECTOR SPDR TR (Q3 2024)
CUSIP
81369Y803
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions111$433.4M
Exits96$428.8M

All 13F filers, Q2 2024 → Q3 2024: 9,740,593 shares bought and 13,697,068 shares sold, net −3,956,475 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,029 holders

Bank of America Corp. 0.25% Reduce -5.8% 12,615,627 $2.8B
Wells Fargo & Company 0.59% Add +0.5% 10,749,305 $2.4B
Morgan Stanley 0.16% Add +1.8% 9,640,564 $2.2B
LPL Financial LLC 0.71% Reduce -0.8% 6,997,449 $1.6B
Ameriprise Financial Inc. 0.32% Add +30.5% 5,497,389 $1.2B
Envestnet Asset Management Inc. 0.38% Reduce -2.9% 5,272,969 $1.2B
UBS Group AG 0.32% Reduce -1.1% 5,061,270 $1.1B
Goldman Sachs Group Inc. 0.20% Add +4.7% 4,573,280 $1.0B
CHURCHILL MANAGEMENT Corp 11.34% Add +1.9% 4,379,865 $988.8M
Raymond James & Associates 0.47% Reduce -2.0% 3,437,876 $776.1M
Royal Bank of Canada 0.14% Add +1.0% 2,846,197 $642.6M
Truist Financial Corp. 0.95% Reduce -5.6% 2,678,945 $604.8M
Janney Montgomery Scott LLC 1.67% Reduce -6.3% 2,650,219 $598.3M
WestEnd Advisors, LLC 11.18% Reduce -8.0% 2,017,515 $455.5M
Charles Schwab Investment Management Inc. 0.08% Reduce -3.3% 1,963,674 $443.3M
Nissay Asset Management Corp. /Japan 2.78% Reduce -13.5% 1,945,469 $439.2M
BlackRock, Inc. 0.01% — 1,766,116 $398.7M
Agf Management Ltd. 1.72% Reduce -3.8% 1,491,576 $336.7M
Northern Trust Corp. 0.06% Add +2.1% 1,487,970 $335.9M
JPMorgan Chase & Co. 0.03% Reduce -3.0% 1,478,462 $333.8M
State Street Corp. 0.01% Add +0.5% 1,443,399 $325.9M
US Bancorp \de 0.42% Add +2.7% 1,434,622 $323.9M
Provida Pension Fund Administrator 6.85% Add +219.6% 1,392,644 $314.5M
PGIM Custom Harvest LLC 5.53% Reduce -3.6% 1,210,009 $273.2M
Focus Partners Wealth 0.77% Reduce -1.4% 1,065,702 $240.3M
Harel Insurance Investments & Financial Services Ltd. 3.98% Add +29.3% 1,022,706 $230.9M
CW Advisors, LLC 3.06% Add +0.1% 1,016,487 $229.5M
Bank of Montreal 0.11% Reduce -43.8% 1,005,496 $226.3M
Equitable Holdings, Inc. 2.19% Reduce -1.8% 1,002,250 $226.3M
Raymond James Financial Services Advisors, Inc. 0.29% Add +0.5% 980,330 $221.3M
Migdal Insurance & Financial Holdings Ltd. 3.57% Add +58.2% 976,843 $220.5M
Two Sigma Investments, LP 0.50% Add +104.5% 945,551 $213.5M
Factory Mutual Insurance Co. 2.17% Reduce -32.5% 930,700 $210.1M
Commonwealth Equity Services, LLC 0.32% Add +3.8% 923,317 $208.4M
Main Management ETF Advisors, LLC 9.59% Add +2.5% 896,010 $202.3M
Barclays PLC 0.09% Reduce -30.2% 889,596 $200.8M
PNC Financial Services Group, Inc. 0.12% Reduce -1.4% 840,166 $189.7M
Rockefeller Capital Management L.P. 0.51% Add +1.6% 837,511 $189.0M
Captrust Financial Advisors 0.52% Reduce -51.1% 775,484 $175.1M
Stifel Financial Corp. 0.18% Reduce -7.0% 768,887 $173.6M
Cetera Investment Advisers 0.38% Reduce -2.8% 765,901 $172.9M
Osaic Holdings, Inc. 0.38% Reduce -4.1% 742,528 $167.7M
KCM Investment Advisors LLC 5.43% Add +0.5% 704,903 $159.1M
Unisphere Establishment 1.50% New 700,000 $158.0M
Swan Global Investments, LLC 7.50% Reduce -9.5% 688,937 $155.5M
EP Wealth Advisors, LLC 1.31% Add +39.8% 675,696 $152.5M
HighTower Advisors, LLC 0.22% Reduce -9.8% 674,212 $152.2M
Victory Capital Management Inc. 0.14% Reduce -7.3% 637,324 $143.9M
Two Sigma Advisers, LP 0.33% Add +14.8% 628,800 $142.0M
RiverFront Investment Group, LLC 3.18% Add +3.4% 599,151 $135.3M
Cambridge Investment Research Advisors, Inc. 0.46% Add +10.0% 597,495 $134.9M
Corient Private Wealth LP 0.21% Add +110.5% 580,858 $131.1M
Private Advisor Group, LLC 0.79% Reduce -9.5% 560,215 $126.5M
Jane Street Group, LLC 0.20% Add +15.0% 535,553 $120.9M
Mariner, LLC 0.21% Reduce -6.5% 526,722 $118.9M
SG Americas Securities, LLC 0.43% Add +226.6% 497,665 $112.4M
Conservest Capital Advisors, Inc. 11.15% Add +4.2% 522,287 $108.8M
Advisory Alpha, LLC 3.85% Add +2.5% 479,934 $108.4M
Bar Harbor Wealth Management 6.84% Reduce -0.7% 473,219 $106.8M
TD Asset Management Inc 0.09% Add +1.2% 471,310 $106.1M
Cwm, LLC 0.44% Reduce -1.3% 455,605 $102.9M
Spinnaker Trust 5.87% Reduce -0.5% 422,122 $95.3M
J.Safra Asset Management Corp 8.49% Add +2.7% 396,916 $89.3M
Fifth Third Bancorp 0.32% Reduce -2.4% 392,684 $88.7M
Kestra Advisory Services, LLC 0.48% Reduce -2.2% 381,561 $86.1M
GRIMES & Co WEALTH MANAGEMENT, LLC 2.25% Add +109.4% 368,543 $83.2M
Citigroup Inc. 0.07% Reduce -27.8% 340,140 $76.8M
MML Investors Services, LLC 0.28% Add +0.5% 337,966 $76.3M
Assetmark, Inc. 0.21% Reduce -19.3% 332,432 $75.0M
Parker Investment Management, LLC 11.71% Reduce -1.7% 320,719 $72.4M
Bellwether Advisors, LLC 13.77% Reduce -0.6% 317,638 $71.7M
Trek Financial, LLC 5.28% Reduce -1.4% 312,247 $70.5M
BNP Paribas Financial Markets 0.07% Reduce -68.5% 309,525 $69.9M
Gerber Kawasaki Wealth & Investment Management 3.20% Reduce -20.9% 308,277 $69.6M
Sumitomo Mitsui Financial Group, Inc. 1.55% New 305,000 $68.9M
Cornerstone Advisors, LLC 2.61% Add +29.8% 292,400 $66.0M
Wharton Business Group, LLC 2.91% Add +0.1% 286,621 $64.7M
Wealth Enhancement Advisory Services, LLC 0.14% Reduce -6.5% 286,589 $64.7M
Mercer Global Advisors Inc. 0.15% Reduce -0.1% 280,654 $62.0M
Capital Investment Advisors, LLC 1.25% Reduce -2.6% 269,905 $60.9M
CoreCap Advisors, LLC 2.74% Add +6.5% 258,230 $58.3M
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 7.77% Reduce -13.5% 250,800 $56.6M
Sanctuary Advisors, LLC 0.35% Add +72.1% 238,866 $55.8M
Full Sail Capital, LLC 3.57% Add +5.2% 246,737 $55.7M
Foundations Investment Advisors, LLC 1.14% Add +18.4% 240,830 $54.4M
IMZ Advisory Inc 23.57% Add +12.5% 226,145 $50.9M
Meitav Investment House Ltd. 0.85% Reduce -7.0% 225,595 $50.6M
Salomon & Ludwin, LLC 5.03% Reduce -8.3% 218,416 $49.3M
Evolution Wealth Advisors, LLC 8.65% Reduce -0.3% 212,447 $48.0M
Pathstone Holdings, LLC 0.21% Reduce -4.4% 211,887 $47.8M
Integrated Wealth Concepts LLC 0.58% Add +6.1% 211,091 $47.7M
Ashton Thomas Private Wealth, LLC 2.54% Add +3.4% 210,955 $47.6M
Main Management LLC 3.91% Reduce -0.6% 210,763 $47.6M
Old National Bancorp 1.09% Reduce -6.4% 209,419 $47.3M
Graypoint LLC 2.92% Reduce -2.8% 201,654 $45.5M
Cresset Asset Management, LLC 0.18% Add +5.8% 201,236 $45.4M
Creative Planning 0.04% Add +0.1% 200,766 $45.3M
TD Waterhouse Canada Inc. 0.36% Add +17.2% 204,725 $45.0M
Walleye Capital LLC 0.52% Add +6.6% 196,644 $44.4M
United Asset Strategies, Inc. 4.08% Add +1.5% 193,853 $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 2,029 holders