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State Street SPDR FactSet Innovative Technology ETF
XITK

63 hedge funds and large institutions have $91.5M invested in State Street SPDR FactSet Innovative Technology ETF in 2021 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 18 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

44,680% more call options, than puts

Call options by funds: $4.48M | Put options by funds: $10K

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

3.62% more ownership

Funds ownership: 30.24% → 33.86% (+3.6%)

2% more funds holding

Funds holding: 62 → 63 (+1)

6% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 18

10% less capital invested

Capital invested by funds: $102M → $91.5M (-$10.4M)

Holders
63
Holders Change
+1
Holders Change %
+1.61%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
19
Reduced
18
Closed
11
Calls
$4.48M
Puts
$10K
Net Calls
+$4.47M
Net Calls Change
+$4.47M

Top Buyers

Rank Fund Capital Flow
1
BIAS
Beacon Investment Advisory Services
New Jersey
+$12.7M
2
MIAN
Mariner Independent Advisor Network
Kansas
+$3.16M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.4M
4
CA
Cetera Advisors
Colorado
+$433K
5
RW
RVW Wealth
California
+$307K

Top Sellers

Rank Fund Capital Flow
1
FTUS
Flow Traders U.S.
New York
-$4.64M
2
RJA
Raymond James & Associates
Florida
-$2.65M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.01M
4
Bank of America
Bank of America
North Carolina
-$1.54M
5
CW
CreativeOne Wealth
Kansas
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
MSAM
26
Moloney Securities Asset Management
Missouri
$591K +$77.3K +363 +13%
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$527K +$219K +1,030 +60%
Citadel Advisors
28
Citadel Advisors
Florida
$469K +$293K +1,379 +128%
WS
29
Wedbush Securities
California
$459K -$782K -3,675 -60%
PWM
30
Perigon Wealth Management
California
$456K – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$445K -$240K -1,127 -33%
CA
32
Cetera Advisors
Colorado
$388K +$433K +2,033 New
WWM
33
WJ Wealth Management
Arizona
$359K – – –
NDSI
34
Newman Dignan & Sheerar Inc
Rhode Island
$347K -$5.53K -26 -1%
SIC
35
Salem Investment Counselors
North Carolina
$323K +$3.19K +15 +0.9%
PG
36
Patten Group
Tennessee
$320K -$32.3K -152 -8%
CAN
37
Cetera Advisor Networks
California
$317K -$39.8K -187 -10%
PSF
38
Pacific Sun Financial
California
$317K +$46.6K +219 +15%
RJA
39
Raymond James & Associates
Florida
$310K -$2.65M -12,474 -88%
KNFPWM
40
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$305K +$341K +1,600 New
TFGT
41
TS Financial Group (TSFG)
Illinois
$297K -$274K -1,289 -45%
ACM
42
Advisors Capital Management
New Jersey
$296K +$61.1K +287 +23%
NFG
43
Next Financial Group
Texas
$207K +$16.4K +77 +8%
AIP
44
Ahrens Investment Partners
Louisiana
$143K +$160K +750 New
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$124K +$139K +651 New
CIAS
46
Capital Investment Advisory Services
North Carolina
$64K – – –
KTC
47
Kistler-Tiffany Companies
Pennsylvania
$48K – – –
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$46K +$27.5K +129 +114%
EVM
49
Eaton Vance Management
Massachusetts
$43K +$22.3K +105 +88%
HI
50
Harbour Investments
Wisconsin
$42K -$64.3K -302 -58%
1
2
3

XITK Hedge Fund Activity: Q4 2021 in Review

63 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q4 2021, worth a combined $91.5M — down 10% from $102M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new XITK positions and 11 closed out — a net gain of 2 holders — while 19 added to existing stakes and 18 trimmed.

The largest buyer was Beacon Investment Advisory Services, opening a new position worth an estimated $12.7M. The largest seller was Flow Traders U.S., exiting entirely with an estimated $4.64M sold.

  • 63 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q4 2021, up from 62 in Q3 2021.
  • Funds reported $91.5M of State Street SPDR FactSet Innovative Technology ETF stock for Q4 2021, down 10% quarter-over-quarter.
  • 13 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q4 2021 and 11 closed out, a net change of +2 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q4 2021 was Beacon Investment Advisory Services, an estimated $12.7M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q4 2021 was Flow Traders U.S., an estimated $4.64M sold.

Based on aggregated 13F filings for Q4 2021.