XLK holdings - what the fund actually owns

State Street(R) Technology Select Sector SPDR(R) ETF reports 74 stock positions to the SEC, 100% of its assets. The ten largest are 64.5% of the fund, as of Jun 30, 2026.

Each week Ploutos reads the latest N-PORT filing of the largest US equity ETFs. This page is one fund's filing: its reported positions with their weights, where that weight sits by sector, what entered and left since the previous filing, and which other funds hold the most of the same stocks.

Reported positions

74

cover 100% of the fund

Weight of the top 10 holdings

64.5%

of the fund in ten names

Largest position

NVDA

14.65% · NVIDIA Corp

Filing date

Jun 30, 2026

holdings as reported to the SEC

Where the weight sits, by sector

Technology
96.9%
Basic Materials
1.1%
Healthcare
1.0%
Consumer Cyclical
0.4%
Industrials
0.2%
Unknown
0.3%

Sectors come from each company's industry code in its SEC record, so they are coarse. 0.3% of the reported weight could not be placed and is shown as unknown.

Full holdings list, heaviest first

#StockWeightCumulative
1NVDANVIDIA Corp14.65%14.7%
2AAPLApple Inc12.85%27.5%
3MSFTMicrosoft Corp8.38%35.9%
4MUMicron Technology Inc5.42%41.3%
5AVGOBroadcom Inc5.41%46.7%
6AMDAdvanced Micro Devices Inc5.28%52.0%
7INTCIntel Corp3.68%55.7%
8AMATApplied Materials Inc3.20%58.9%
9LRCXLam Research Corp3.02%61.9%
10CSCOCisco Systems Inc2.58%64.5%
11KLACKLA Corp2.20%66.7%
12SNDKSandisk Corp1.88%68.6%
13PANWPalo Alto Networks Inc1.54%70.1%
14TXNTexas Instruments Inc1.51%71.6%
15PLTRPalantir Technologies Inc1.49%73.1%
16IBMInternational Business Machines Corp1.47%74.6%
17MRVLMarvell Technology Inc1.45%76.0%
18ORCLOracle Corp1.39%77.4%
19WDCWestern Digital Corp1.23%78.6%
20APHAmphenol Corp1.21%79.8%
21STXSeagate Technology Holdings PLC1.21%81.1%
22GLWCorning Inc1.11%82.2%
23QCOMQUALCOMM Inc1.09%83.3%
24ADIAnalog Devices Inc1.08%84.3%
25CRWDCrowdstrike Holdings Inc1.08%85.4%

Funds that hold the most of the same stocks

The share of XLK that is also in each fund, from the positions both report. Open a pair for the full list.

FundOverlapShared
VGTVANGUARD INFORMATION TECHNOLOGY INDEX FUND80.1%73
FTECFidelity MSCI Information Technology Index ETF78.0%72
IGMiShares Expanded Tech Sector ETF75.5%73
IXNiShares Global Tech ETF73.6%70
IYWiShares U.S. Technology ETF72.4%58
MGKVANGUARD MEGA CAP GROWTH INDEX FUND58.5%26
QQQInvesco QQQ Trust, Series 158.0%36
QQQMInvesco NASDAQ 100 ETF56.6%36

Questions people ask

What are the top holdings of XLK?

Its filing lists 74 stock positions. The largest are NVDA 14.7%, AAPL 12.9%, MSFT 8.4%, and the ten largest together are 64.5% of the fund. The full list with weights is on this page.

How often do these holdings change?

Funds report their positions to the SEC at each quarter end, and the SEC publishes the filing about 60 days later. Ploutos reads the latest one every week, so the page changes four times a year, and shows the date of the filing it reads.

Why does the coverage not reach 100%?

The list is the stock positions the fund reports. Cash, futures, bonds and other assets the filing carries are not listed, and what the stocks add up to is the coverage shown. A stock fund lands near 100; a fund that holds futures or a cash sleeve lands lower. Weights are of the whole fund.

Compare XLK with another fund·All fund pairs

Descriptive data from public SEC filings. Nothing on this page is a recommendation to buy, sell or hold any fund or stock, and holdings change between filings.