XLK Technology Select Sector SPDR
Technology Select Sector SPDR (XLK) Institutional Ownership
What the institutions did with XLK last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| TOMPKINS FINANCIAL CORP | 118.2K | 16.1% |
| CX Institutional | 114.5K | 15.6% |
| ROCKLAND TRUST CO | 110.3K | 15.0% |
| Global Wealth Strategies & Associates | 90.0K | 12.2% |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 86.9K | 11.8% |
| Boltwood Capital Management | 56.0K | 7.6% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 32.9K | 4.5% |
| First Citizens Financial Corp | 22.3K | 3.0% |
| Heartwood Wealth Advisors LLC | 21.1K | 2.9% |
| Box Hill Private Wealth LLC | 17.4K | 2.4% |
| EASTERN BANK | 15.9K | 2.2% |
| ACIMA PRIVATE WEALTH, LLC | 15.6K | 2.1% |
| MassMutual Private Wealth & Trust, FSB | 10.5K | 1.4% |
| PRIVATE CLIENT SERVICES, LLC | 5.9K | 0.8% |
| Ridgewood Investments LLC | 3.3K | 0.5% |
| Stonebridge Financial Group, LLC | 3.2K | 0.4% |
| Rosenberg Matthew Hamilton | 2.3K | 0.3% |
| PARK NATIONAL CORP /OH/ | 1.7K | 0.2% |
| NEVILLE RODIE & SHAW INC | 1.7K | 0.2% |
| Olistico Wealth, LLC | 1.6K | 0.2% |
| Parrish Capital LLC | 1.6K | 0.2% |
| Versant Capital Management, Inc | 1.2K | 0.2% |
| Roxbury Financial LLC | 847 | 0.1% |
| Coastline Trust Co | 610 | 0.1% |
| BURKETT FINANCIAL SERVICES, LLC | 24 | 0.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| Stonebridge Financial Group, LLC | Reduced | 154.6K | 3.2K | -151.4K |
| Global Wealth Strategies & Associates | Increased | 76.3K | 90.0K | +13.7K |
| DOLIVER ADVISORS, LP | Sold Out | 13.0K | 0 | -13.0K |
| CX Institutional | Reduced | 120.2K | 114.5K | -5.7K |
| ROCKLAND TRUST CO | Reduced | 114.5K | 110.3K | -4.2K |
| TOMPKINS FINANCIAL CORP | Reduced | 121.6K | 118.2K | -3.4K |
| Ridgewood Investments LLC | Reduced | 4.3K | 3.3K | -948 |
| First Citizens Financial Corp | Increased | 21.4K | 22.3K | +865 |
| EASTERN BANK | Reduced | 16.6K | 15.9K | -729 |
| Box Hill Private Wealth LLC | Increased | 16.6K | 17.4K | +720 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Reduced | 87.4K | 86.9K | -474 |
| FIRST FINANCIAL BANK - TRUST DIVISION | Reduced | 33.2K | 32.9K | -322 |
| PRIVATE CLIENT SERVICES, LLC | Increased | 5.7K | 5.9K | +218 |
| Boltwood Capital Management | Increased | 55.8K | 56.0K | +185 |
| Olistico Wealth, LLC | Reduced | 1.7K | 1.6K | -93 |
| MassMutual Private Wealth & Trust, FSB | Reduced | 10.5K | 10.5K | -34 |
| BURKETT FINANCIAL SERVICES, LLC | New | 0 | 24 | +24 |
| Heartwood Wealth Advisors LLC | Reduced | 21.2K | 21.1K | -15 |
| Central Pacific Bank - Trust Division | Reduced | 26 | 24 | -2 |
| Roxbury Financial LLC | Increased | 846 | 847 | +1 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.