Key stats

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$194.72

52-Week Range: $126.68 – $198.73
YTD: +34.94%
IV Rank (30D): 24.87
Straddle Price: $11.20
P/C Vol Ratio: 0.54

About

State Street Technology Select Sector SPDR ETF (XLK) ETF

Exchange: ARCX
Inception: 1998-12-16
Has Options: Yes

ETF Profile

holdings as of 2026-09-25

Holdings

76

AUM

$127.8B

Provider

SPDR (State Street)

Inception

1998-12-16

Exchange

ARCX

Data As Of

2026-09-25

Expense Ratio

0.08%

Dividend Yield

0.43%

Distribution

Quarterly

Recent distributions

Ex-Date	Pay Date	Amount	Type
2026-09-21	2026-09-23	$0.2207	CD
2026-06-22	2026-06-24	$0.2279	CD
2026-03-23	2026-03-25	$0.1675	CD
2025-12-22	2025-12-24	$0.2188	CD
2025-09-22	2025-09-24	$0.3579	CD
2025-06-23	2025-06-25	$0.3975	CD

Asset Allocation

Top Holdings

top 50 of 76 holdings

Symbol	Name	Weight %	Asset Class	Country
NVDA	NVIDIA CORP	15.20%	Equity (US)	US
AAPL	APPLE INC	13.89%	Equity (US)	US
MSFT	MICROSOFT CORP	10.69%	Equity (US)	US
AMD	ADVANCED MICRO DEVICES	5.20%	Equity (US)	US
AVGO	BROADCOM INC	4.68%	Equity (US)	US
MU	MICRON TECHNOLOGY INC	4.52%	Equity (US)	US
INTC	INTEL CORP	3.45%	Equity (US)	US
PLTR	PALANTIR TECHNOLOGIES INC A	2.47%	Equity (US)	US
CSCO	CISCO SYSTEMS INC	2.38%	Equity (US)	US
LRCX	LAM RESEARCH CORP	2.23%	Equity (US)	US
AMAT	APPLIED MATERIALS INC	2.18%	Equity (US)	US
PANW	PALO ALTO NETWORKS INC	1.73%	Equity (US)	US
SNDK	SANDISK CORP	1.47%	Equity (US)	US
CRWD	CROWDSTRIKE HOLDINGS INC A	1.45%	Equity (US)	US
TXN	TEXAS INSTRUMENTS INC	1.43%	Equity (US)	US
KLAC	KLA CORP	1.39%	Equity (US)	US
ORCL	ORACLE CORP	1.34%	Equity (US)	US
MRVL	MARVELL TECHNOLOGY INC	1.30%	Equity (US)	US
ANET	ARISTA NETWORKS INC	1.22%	Equity (US)	US
QCOM	QUALCOMM INC	1.22%	Equity (US)	US
IBM	INTL BUSINESS MACHINES CORP	1.20%	Equity (US)	US
STX	SEAGATE TECHNOLOGY HOLDINGS	1.17%	Equity (US)	US
APH	AMPHENOL CORP CL A	1.17%	Equity (US)	US
ADI	ANALOG DEVICES INC	1.08%	Equity (US)	US
CRM	SALESFORCE INC	1.08%	Equity (US)	US
DELL	DELL TECHNOLOGIES C	0.96%	Equity (US)	US
WDC	WESTERN DIGITAL CORP	0.93%	Equity (US)	US
NOW	SERVICENOW INC	0.79%	Equity (US)	US
GLW	CORNING INC	0.70%	Equity (US)	US
ACN	ACCENTURE PLC CL A	0.61%	Equity (US)	US
FTNT	FORTINET INC	0.60%	Equity (US)	US
ADBE	ADOBE INC	0.53%	Equity (US)	US
CDNS	CADENCE DESIGN SYS INC	0.51%	Equity (US)	US
DDOG	DATADOG INC CLASS A	0.51%	Equity (US)	US
LITE	LUMENTUM HOLDINGS INC	0.47%	Equity (US)	US
HPE	HEWLETT PACKARD ENTERPRISE	0.47%	Equity (US)	US
SNPS	SYNOPSYS INC	0.46%	Equity (US)	US
MSI	MOTOROLA SOLUTIONS INC	0.43%	Equity (US)	US
INTU	INTUIT INC	0.43%	Equity (US)	US
MPWR	MONOLITHIC POWER SYSTEMS INC	0.38%	Equity (US)	US
TEL	TE CONNECTIVITY PLC	0.36%	Equity (US)	—
TER	TERADYNE INC	0.35%	Equity (US)	US
KEYS	KEYSIGHT TECHNOLOGIES IN	0.35%	Equity (US)	US
NXPI	NXP SEMICONDUCTORS NV	0.34%	Equity (US)	US
COHR	COHERENT CORP	0.33%	Equity (US)	US
CIEN	CIENA CORP	0.29%	Equity (US)	US
ADSK	AUTODESK INC	0.25%	Equity (US)	US
MCHP	MICROCHIP TECHNOLOGY INC	0.24%	Equity (US)	US
FLEX	FLEX LTD	0.24%	Equity (US)	—
P	EVERPURE INC A	0.24%	Equity (US)	US

Geographic Breakdown

Summary

—

composite

—

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart

Seasonality

Month	Avg Return	Years of Data
Jan	-0.21%	23
Feb	+0.31%	23
Mar	+0.82%	23
Apr	+2.02%	23
May	+2.75%	23
Jun	+0.45%	23
Jul	+2.35%	23
Aug	+0.70%	23
Sep	-0.02%	23
Oct	+1.64%	22
Nov	+2.04%	22
Dec	+0.07%	22

Technical Indicators

? Indicator Guide

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators

SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
+DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.

Momentum Oscillators

RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility

Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
ATR / True Range — average daily $ move; sizing and stop-loss reference.
HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $189.27

SMA 50: $185.23

SMA 200: $164.15

Current: $194.77

EMA 12: $192.42

EMA 26: $189.50

MACD: 2.9158 | Signal: 0.6557

BULLISH

ADX (14): 14.50

RANGE

+DI: 31.04

−DI: 23.09

Momentum Oscillators

RSI (14): 61.51

NEUTRAL

Stoch %K: 88.22

Stoch %D: 89.25

Williams %R: -14.60

Volume & Volatility

BB Upper: $198.66

BB Lower: $179.89

NEUTRAL

OBV: 788,880,948

Vol SMA 20: 6,801,383

Vol ROC: -26.30%

ATR: $3.23

True Range: $2.21

HV 20: 18.6%

HV 30: 21.1%

HV 60: 26.3%

Data Summary

Data Points: 500

Last Updated: Sep 29, 2:55 PM ET

Date Range: 2024-09-30T00:00:00 – 2026-09-28T00:00:00

AI Analysis

LLM Stock Analysis Report

Executive Summary Overall assessment: BULLISH (confidence level: 7/10)

Key drivers:

Bullish momentum signals from MACD
Neutral RSI reading, indicating a potential consolidation period
Strong volume trends supporting the upward move

Primary risks:

High volatility, increasing the risk of large price swings
Potential for a pullback or correction if the current uptrend falters

Investment thesis: XLK is poised to continue its upward trajectory, driven by strong momentum and positive market sentiment. However, investors should be cautious due to the high volatility and potential for a correction.

Recent news sentiment impact: The recent news headlines are generally positive, with articles highlighting the growth prospects of the technology sector and the ETF's performance. This upbeat sentiment has contributed to the current uptrend.

Technical Analysis

Trend Direction: Short-term (1-4 weeks) - Uptrend, Medium-term (1-3 months) - Uptrend, Long-term (3-12 months) - Bullish
Support/Resistance Levels: SMA 20 ($185.05), SMA 50 ($183.03), and the upper Bollinger Band ($189.70)
Momentum Signals:
- RSI: 55.74 (neutral)
- MACD: Bullish momentum signal
- Bollinger Bands: Neutral signal, indicating a potential consolidation period
Volume Analysis: Strong volume trends supporting the upward move

News & Sentiment Analysis

Recent Headlines Summary: Articles highlighting the growth prospects of the technology sector and the ETF's performance.
Sentiment Assessment: Positive sentiment (70%)
Catalyst Identification: No specific catalysts identified, but overall market sentiment remains positive.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to the market (beta >1.5)
Volatility Regime: Currently high volatility
Options Market Signals: IV rank 9.6% (low), indicating historically low volatility.
Downside Protection: Support levels at SMA 20 ($185.05) and SMA 50 ($183.03)

Market Context & Positioning

Sector Performance: Technology sector performing well, with XLK outperforming the broader market
Institutional Activity: Strong institutional interest, indicated by high volume flows and open interest.
Correlation Analysis: Highly correlated with the technology sector (R-squared: 0.85)
Relative Valuation: Position within a trading range

Key Levels & Action Items

Critical Price Levels: SMA 20 ($185.05), SMA 50 ($183.03), and the upper Bollinger Band ($189.70)
Breakout/Breakdown Levels: None identified
Time-Sensitive Catalysts: No specific catalysts identified, but investors should monitor market sentiment and technical signals.
Risk Management: Investors should consider stop-loss levels at SMA 20 ($185.05) and SMA 50 ($183.03)

Conclusion XLK is poised to continue its upward trajectory, driven by strong momentum and positive market sentiment. However, investors should be cautious due to the high volatility and potential for a correction. It's essential to monitor market sentiment and technical signals to adjust positions accordingly.

Generated Sep 17, 6:04 PM ET

News

Filter Publishers:

Earnings History

Options Activity

IV Rank (30D): 24.87
IV Rank (7D): 47.35
Avg IV: 35.0%
Straddle (30D): $11.20
Straddle (7D): $6.25
P/C Volume: 0.54

Options Chain

Loading options chain...

Spread Scanner GPU

Auto Refresh

? Score Guide Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)

Group 1 · Directional Bias (±0.25)

RSI <40 bullish / >60 bearish
MACD crossover + histogram trend
Price vs SMA 50 & SMA 200

Group 2 · Momentum (±0.10)

Stochastic %K <20 / >80
Williams %R <−80 / >−20

Group 3 · Volatility (up to −0.25 / +0.15)

Blended ATR + straddle expected-move penalty
Bollinger Band signal (+ counter-trend penalty)
BB width — vol contraction boost for ICs

Group 4 · IV Regime (±0.15)

IV rank ≥ 75 → strong boost for credit spreads
IV rank < 25 → penalty (selling cheap vol)

Group 5 · Liquidity (penalty up to −0.10)

Min open interest across all legs
OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning

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Loading dealer positioning…

Skew (Wing IV − ATM IV)

DTE:

Wing Δ:

Metric:

? What do these mean

Wing vs ATM

IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.

Risk Reversal

IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.

Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.

14 DTE / 10d —

— pts

ATM — / Wing —

30 DTE / 10d —

— pts

ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Skew Metrics per Expiry ? Guide

Risk Reversal (RR)

IV(10% OTM call) − IV(10% OTM put)

Measures the direction of skew — which side the market is paying up for. Expressed as a vol difference in percentage points.

−3% to −10% → mild to moderate put skew. Normal for most large-cap stocks — puts always carry some premium from portfolio hedging demand.
−10% to −20% → strong put skew. Elevated fear, heavy hedging, or an upcoming catalyst (earnings, macro event). Worth noting.
Below −20% → extreme put skew. Stress signal — market aggressively buying downside protection.
−3% to 0% → nearly symmetric. Rare for equities; means the market sees roughly equal up/down risk.
Positive → calls more expensive than puts. Unusual — signals strong upside momentum, short squeeze risk, or takeover speculation.

Butterfly (BF)

½ × (IV call + IV put) − IV ATM

Measures curvature — how much the wings are bid up relative to ATM. Always expressed as a positive number (wing premium). Think of it as the cost of a tail hedge above and beyond the ATM vol.

0% to 2% → flat smile. Market pricing near-normal return distribution, low tail risk.
2% to 5% → moderate wing premium. Some tail risk priced in — typical in earnings cycles or elevated VIX environments.
Above 5% → high curvature. Fat tails aggressively priced — market expects a large move but is uncertain of direction. Very common right before earnings.

Reading them together

RR	BF	Interpretation
-15%	+5%	Strong put skew + fat tails — fear or upcoming catalyst (earnings, FDA)
-5%	+1%	Normal mild put skew, calm market
-20%	+8%	Extreme fear — heavy hedging, major event risk
~0%	+2%	Balanced market, no strong directional bias
+5%	+3%	Call skew — bullish momentum or short squeeze risk

Expiry	DTE	ATM IV	25d Put IV	25d Call IV	Risk Reversal	Butterfly	Interpretation	Strategy Suggestions (hover for rationale)

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)

IV Rank (30 DTE)

Straddle Price (30 DTE)

Beta Analysis

Beta (1Y vs SPY): 1.73
Correlation (SPY): 85.0%
R²: 0.72
Ann. Volatility: 26.5%
SPY Volatility: 13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time

Notable investors who own XLK

Investor	Value	Share of their portfolio	Rank	Q/Q shares	Source

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

Institutional Ownership (13F)

Latest filings — 2026-06-30

? 13F Guide

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

Shares — long equity positions in this name, aggregated across share classes.
Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
% of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

2,775 filers339,988,549 shares$68.17B value

#	Filer	Shares	Value	% of Total	% of Float	Period
1	PeakShares LLC	26,581	$5.06B	7.43%	—	2026-06-30
2	BANK OF AMERICA CORP /DE/ Custodian	22,775,787	$4.34B	6.37%	—	2026-06-30
3	MORGAN STANLEY Custodian	19,733,219	$3.76B	5.52%	—	2026-06-30
4	WELLS FARGO & COMPANY/MN Custodian	23,321,099	$3.10B	4.55%	—	2026-03-31
5	LPL Financial LLC Custodian	15,806,183	$3.01B	4.42%	—	2026-06-30
6	Focus Partners Wealth	12,703,573	$2.42B	3.55%	—	2026-06-30
7	UBS Group AG Custodian	11,901,128	$2.27B	3.33%	—	2026-06-30
8	ENVESTNET ASSET MANAGEMENT INC	10,915,182	$2.08B	3.05%	—	2026-06-30
9	JPMORGAN CHASE & CO Custodian	9,144,511	$1.70B	2.49%	—	2026-06-30
10	GOLDMAN SACHS GROUP INC Custodian	8,664,198	$1.65B	2.42%	—	2026-06-30
11	RAYMOND JAMES FINANCIAL INC Custodian	8,528,109	$1.62B	2.38%	—	2026-06-30
12	Main Management ETF Advisors, LLC	6,026,894	$1.15B	1.68%	—	2026-06-30
13	ROYAL BANK OF CANADA Custodian	5,854,782	$1.12B	1.64%	—	2026-06-30
14	Migdal Insurance & Financial Holdings Ltd.	5,647,173	$1.08B	1.58%	—	2026-06-30
15	TRUIST FINANCIAL CORP Custodian	4,907,844	$935.04M	1.37%	—	2026-06-30
16	Janney Montgomery Scott LLC	4,799,566	$914.41M	1.34%	—	2026-06-30
17	PGIM Custom Harvest LLC	3,881,651	$739.53M	1.08%	—	2026-06-30
18	OSAIC HOLDINGS, INC. Custodian	3,700,027	$705.02M	1.03%	—	2026-06-30
19	WestEnd Advisors, LLC	3,360,440	$640.24M	0.94%	—	2026-06-30
20	NORTHERN TRUST CORP Custodian	3,221,242	$613.71M	0.90%	—	2026-06-30
21	US BANCORP \DE\ Custodian	2,682,109	$511.00M	0.75%	—	2026-06-30
22	NISSAY ASSET MANAGEMENT CORP /JAPAN	2,437,529	$464.40M	0.68%	—	2026-06-30
23	AGF MANAGEMENT LTD	2,141,700	$408.03M	0.60%	—	2026-06-30
24	Rockefeller Capital Management L.P. Custodian	1,911,305	$364.14M	0.53%	—	2026-06-30
25	Cetera Investment Advisers Custodian	1,842,269	$350.99M	0.51%	—	2026-06-30

34 filers$4.17B notional

#	Filer	Notional Value	% of Total	Period
1	JANE STREET GROUP, LLC Custodian	$1.63B	39.18%	2026-06-30
2	SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian	$751.05M	18.02%	2026-06-30
3	CITADEL ADVISORS LLC Custodian	$434.69M	10.43%	2026-06-30
4	BNP PARIBAS FINANCIAL MARKETS Custodian	$332.61M	7.98%	2026-06-30
5	Squarepoint Ops LLC	$169.26M	4.06%	2026-06-30
6	MILLENNIUM MANAGEMENT LLC Custodian	$155.45M	3.73%	2026-06-30
7	WOLVERINE TRADING, LLC Custodian	$123.12M	2.95%	2025-09-30
8	ROYAL BANK OF CANADA Custodian	$114.31M	2.74%	2026-06-30
9	UBS Group AG Custodian	$100.69M	2.42%	2026-06-30
10	Walleye Trading LLC	$57.69M	1.38%	2026-06-30
11	Point72 Asset Management, L.P.	$49.00M	1.18%	2026-06-30
12	Cubist Systematic Strategies, LLC	$44.25M	1.06%	2025-09-30
13	Cavalier Investments, LLC	$38.10M	0.91%	2026-06-30
14	PEAK6 LLC	$34.05M	0.82%	2026-06-30
15	Parallax Volatility Advisers, L.P.	$27.49M	0.66%	2026-06-30
16	MARSHALL WACE, LLP Custodian	$22.84M	0.55%	2026-06-30
17	CAPITAL FUND MANAGEMENT S.A.	$21.51M	0.52%	2026-06-30
18	Brevan Howard Capital Management LP	$16.65M	0.40%	2026-06-30
19	TUDOR INVESTMENT CORP ET AL	$16.19M	0.39%	2026-06-30
20	Volterra Technologies LP	$6.38M	0.15%	2026-06-30
21	Jain Global LLC	$5.72M	0.14%	2026-06-30
22	Verition Fund Management LLC	$3.66M	0.09%	2026-06-30
23	Qube Research & Technologies Ltd	$3.30M	0.08%	2026-06-30
24	Twin Tree Management, LP	$2.88M	0.07%	2026-06-30
25	Man Group plc	$1.87M	0.04%	2026-06-30

46 filers$7.13B notional

#	Filer	Notional Value	% of Total	Period
1	JANE STREET GROUP, LLC Custodian	$2.21B	31.01%	2026-06-30
2	SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian	$975.86M	13.69%	2026-06-30
3	ADAPT Investment Managers SA	$762.08M	10.69%	2026-06-30
4	MILLENNIUM MANAGEMENT LLC Custodian	$591.60M	8.30%	2026-06-30
5	CITADEL ADVISORS LLC Custodian	$587.60M	8.24%	2026-06-30
6	TUDOR INVESTMENT CORP ET AL	$244.15M	3.42%	2026-06-30
7	BARCLAYS PLC Custodian	$218.81M	3.07%	2026-06-30
8	Squarepoint Ops LLC	$188.20M	2.64%	2026-06-30
9	CREDIT AGRICOLE S A	$180.99M	2.54%	2026-06-30
10	BNP PARIBAS FINANCIAL MARKETS Custodian	$144.99M	2.03%	2026-06-30
11	Jain Global LLC	$143.84M	2.02%	2026-06-30
12	Schonfeld Strategic Advisors LLC	$134.13M	1.88%	2026-06-30
13	WOLVERINE TRADING, LLC Custodian	$126.99M	1.78%	2025-09-30
14	Point72 Asset Management, L.P.	$78.91M	1.11%	2026-06-30
15	Cavalier Investments, LLC	$61.92M	0.87%	2026-06-30
16	Cubist Systematic Strategies, LLC	$58.29M	0.82%	2025-09-30
17	TORONTO DOMINION BANK	$55.25M	0.78%	2026-06-30
18	Walleye Trading LLC	$51.31M	0.72%	2026-06-30
19	Parallax Volatility Advisers, L.P.	$51.29M	0.72%	2026-06-30
20	UBS Group AG Custodian	$43.82M	0.61%	2026-06-30
21	Eisler Capital Management Ltd.	$36.45M	0.51%	2025-09-30
22	CAPITAL FUND MANAGEMENT S.A.	$32.37M	0.45%	2026-06-30
23	BALYASNY ASSET MANAGEMENT L.P.	$29.53M	0.41%	2026-06-30
24	CREDIT INDUSTRIEL ET COMMERCIAL	$29.34M	0.41%	2026-06-30
25	GOLDMAN SACHS GROUP INC Custodian	$23.28M	0.33%	2026-06-30

Insider Activity

Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.

Filed	Reporter	Role	Action	Shares	Avg Price	Net $	Link

Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

Notice of Proposed Sale (Form 144)

Recent SEC Filings

Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).

Filing Date	Accession	Link

Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.

Filing Date	Accession	Link

Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.

Filing Date	Accession	Link

ETF Holders

#	ETF	Provider	Weight	$ Exposure	ETF AUM	As Of

Fundamentals

? Fundamentals Guide

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics

Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.

How to read the bars

Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
YoY growth — compare to the same quarter a year earlier to remove seasonality.
Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Valuation

? Valuation Guide

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples

P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
EV/Sales — like P/S but accounts for debt + cash. Compare within sector.

Profitability & Yields

ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.

Balance Sheet

Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.

Reading the history chart

Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
Multiples expanding while earnings are flat = sentiment-driven rally.
Multiples compressing while earnings grow = value coming from fundamentals.

Metric:

Short Interest & Float

? Short Interest Guide

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions

Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
SI % of Float — short interest / free float. The key crowding metric.
Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
Free Float — shares available for public trading (total shares minus insider / restricted).
Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.

How to read the signals

SI % of Float < 5% — typical, no particular signal.
5–15% — elevated; watch for catalysts (earnings, guidance, macro).
15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
>30% — extreme; borrow is likely expensive and squeeze risk is material.
Days to Cover > 5 combined with high SI% amplifies squeeze potential.

History chart

Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Metric:

Constituent Performance

Select Timeframe:

Click any bar to view the full quote for that stock.

Constituents

Symbol	Name	Weight %	Price	1 Day	1 Week	1 Month

XLK State Street Technology Select Sector SPDR ETF

State Street Technology Select Sector SPDR ETF (XLK) ETF

Trend Indicators

Momentum Oscillators

Volume & Volatility

Data Summary