XITK Institutional Ownership & Shareholders
SPDR FACTSET INNOVATIVE TECH (XITK) is currently held by 41 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $23.86M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of XITK tracked by InsiderSet, reporting ownership valued at approximately $6.63M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.26M, representing an estimated loss of -5.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 82% of the total disclosed XITK value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Sage Capital Management, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in SPDR FACTSET INNOVATIVE TECH (XITK).
This page ranks the largest institutional XITK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
41
Total Reported Value
$23.86M
Largest Holder
Lpl Financial Llc
Largest Position
$6.63M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
56
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 33,833 | $6,626,385 | $6,260,925 | -$365,460 | -5.52% | |
| Sage Capital Management, Llc | 1.49% | 19,651 | $3,914,503 | $3,636,492 | -$278,011 | -7.10% | |
| Royal Bank Of Canada | 0.00% | 9,114 | $1,785,000 | $1,686,580 | -$98,420 | -5.51% | |
| Smart Portfolios, Llc | 1.33% | 9,112 | $1,335,701 | $1,686,210 | +$350,509 | +26.24% | |
| Avior Wealth Management, Llc | 0.03% | 5,934 | $1,181,652 | $1,098,109 | -$83,543 | -7.07% | |
| Jane Street Group, Llc | 0.00% | 5,740 | $1,124,202 | $1,062,209 | -$61,993 | -5.51% | |
| Citigroup Inc | 0.00% | 5,461 | $1,069,559 | $1,010,579 | -$58,980 | -5.51% | |
| Goldman Sachs Group Inc | 0.00% | 4,480 | $877,426 | $829,041 | -$48,385 | -5.51% | |
| Kwmg, Llc | 0.06% | 4,379 | $872,000 | $810,351 | -$61,649 | -7.07% | |
| Kaizen Financial Strategies | 0.27% | 3,464 | $689,795 | $641,026 | -$48,769 | -7.07% | |
| Susquehanna International Group, Llp | 0.00% | 3,275 | $641,421 | $606,051 | -$35,370 | -5.51% | |
| Commonwealth Equity Services, Llc | 0.00% | 2,753 | $548,290 | $509,453 | -$38,837 | -7.08% | |
| Citadel Advisors Llc | 0.00% | 2,478 | $485,326 | $458,563 | -$26,763 | -5.51% | |
| Bank Of America Corp | 0.00% | 2,393 | $468,581 | $442,834 | -$25,747 | -5.49% | |
| Perigon Wealth Management, Llc | 0.00% | 1,597 | $318,014 | $295,531 | -$22,483 | -7.07% | |
| Opulen Financial Group Llc | 0.19% | 1,589 | $316,421 | $294,050 | -$22,371 | -7.07% | |
| Kestra Advisory Services, Llc | 0.00% | 1,558 | $310,264 | $288,314 | -$21,950 | -7.07% | |
| Osaic Holdings, Inc. | 0.00% | 1,550 | $303,573 | $286,833 | -$16,740 | -5.51% | |
| Cornerstone Wealth Management, Llc | 0.01% | 1,037 | $203,155 | $191,901 | -$11,254 | -5.54% | |
| Fmr Llc | 0.00% | 696 | $136,314 | $128,797 | -$7,517 | -5.51% | |
| Arax Advisory Partners | 0.00% | 600 | $117,513 | $111,032 | -$6,481 | -5.51% | |
| Ubs Group Ag | 0.00% | 546 | $106,936 | $101,039 | -$5,897 | -5.51% | |
| Millstone Evans Group, Llc | 0.04% | 336 | $65,807 | $62,178 | -$3,629 | -5.51% | |
| Ifp Advisors, Inc | 0.00% | 301 | $59,939 | $55,701 | -$4,238 | -7.07% | |
| Key Financial Inc | 0.01% | 230 | $45,800 | $42,562 | -$3,238 | -7.07% | |
| Harbor Asset Planning, Inc. | 0.03% | 188 | $37,437 | $34,790 | -$2,647 | -7.07% | |
| Harbour Investments, Inc. | 0.00% | 187 | $36,625 | $34,605 | -$2,020 | -5.52% | |
| Nfsg Corp | 0.00% | 172 | $34,251 | $31,829 | -$2,422 | -7.07% | |
| Qube Research & Technologies Ltd | 0.00% | 135 | $26,440 | $24,982 | -$1,458 | -5.51% | |
| Cwm, Llc | 0.00% | 150 | $21,989 | $27,758 | +$5,769 | +26.24% | |
| Tidemark, Llc | 0.00% | 108 | $21,152 | $19,986 | -$1,166 | -5.51% | |
| Ameritas Advisory Services, Llc | 0.00% | 88 | $17,235 | $16,285 | -$950 | -5.51% | |
| Capital Investment Advisory Services, Llc | 0.00% | 79 | $15,731 | $14,619 | -$1,112 | -7.07% | |
| Morgan Stanley | 0.00% | 66 | $12,926 | $12,214 | -$712 | -5.51% | |
| Asset Dedication, Llc | 0.00% | 62 | $12,143 | $11,473 | -$670 | -5.51% | |
| Aventus Investment Advisors, Inc. | 0.01% | 42 | $8,364 | $7,772 | -$592 | -7.07% | |
| Newedge Advisors, Llc | 0.00% | 17 | $3,330 | $3,146 | -$184 | -5.53% | |
| Blue Trust, Inc. | 0.00% | 10 | $2,067 | $1,851 | -$216 | -10.47% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 4,165 | $829 | $770,749 | +$769,920 | +92873.35% | |
| Dunhill Financial, Llc | 0.00% | 4 | $783 | $740 | -$43 | -5.46% | |
| Wells Fargo & Company/Mn | 0.00% | 1 | $137 | $185 | +$48 | +35.08% |
Frequently asked questions about XITK
Who are the largest institutional holders of XITK?
The largest institutional holders of XITK reported in the latest SEC Form 13F filings include Lpl Financial Llc, Sage Capital Management, Llc, Royal Bank Of Canada, Smart Portfolios, Llc, and Avior Wealth Management, Llc. InsiderSet ranks institutional holders by their latest reported XITK position.
What is XITK institutional ownership?
This page tracks XITK positions reported by institutional investment managers through SEC Form 13F. SPDR FACTSET INNOVATIVE TECH (XITK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own XITK?
InsiderSet currently tracks 41 institutional managers reporting XITK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of XITK shareholders.
How much XITK stock do institutions own?
Institutional investment managers disclosed approximately $23.86M in XITK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was XITK institutional ownership last updated?
The latest XITK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional XITK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its XITK position after the reporting date.
Are institutions buying or selling XITK?
Institutional buying and selling can be analyzed by comparing XITK positions across consecutive 13F reporting periods. InsiderSet's XITK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View XITK ownership changes.
How has XITK institutional ownership changed over time?
InsiderSet tracks XITK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.