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State Street SPDR FactSet Innovative Technology ETF
XITK

43 hedge funds and large institutions have $34.4M invested in State Street SPDR FactSet Innovative Technology ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 34.86% → 34.67% (-0.2%)

5% less capital invested

Capital invested by funds: $36.1M → $34.4M (-$1.72M)

2% less funds holding

Funds holding: 44 → 43 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
Flagship Harbor Advisors
Massachusetts
+$2.41M
2
GLA
Good Life Advisors
Pennsylvania
+$1.21M
3
LPL Financial
LPL Financial
California
+$763K
4
KL
KWMG LLC
Kansas
+$230K
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$210K

Top Sellers

1
RW
RVW Wealth
California
-$3.42M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.03M
3
Goldman Sachs
Goldman Sachs
New York
-$687K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$524K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
Spire Wealth Management
Virginia
$25K -$47.3K -473 -65%
CIAS
27
Capital Investment Advisory Services
North Carolina
$20.3K – – –
Wells Fargo
28
Wells Fargo
California
$17.3K -$2.2K -22 -11%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$15K – – –
IRC
30
Investors Research Corp
Georgia
$8.62K – – –
Morgan Stanley
31
Morgan Stanley
New York
$7.52K – – –
MCC
32
Money Concepts Capital
Florida
$6.52K -$32K -320 -83%
HI
33
Harbour Investments
Wisconsin
$6.51K -$16.5K -165 -72%
BAM
34
Belpointe Asset Management
Nevada
$6.21K +$6.19K +62 New
ACA
35
Aptus Capital Advisors
Alabama
$6.11K – – –
ADL
36
Asset Dedication LLC
California
$6K – – –
AF
37
Advisornet Financial
Minnesota
$5.51K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$4.71K +$4K +40 +571%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$1.7K -$4.79K -48 -74%
GRP
40
Global Retirement Partners
California
$702 – – –
KIA
41
Kraematon Investment Advisors
Massachusetts
$206 -$395K -3,957 -100%
DWMG
42
DB Wealth Management Group
California
$200 +$200 +2 New
NA
43
NewEdge Advisors
Louisiana
$2 +$1.7K +17 New
RW
44
RVW Wealth
California
– -$3.42M -34,338 Closed
TRCT
45
Tower Research Capital (TRC)
New York
– -$1.03M -10,315 Closed
Goldman Sachs
46
Goldman Sachs
New York
– -$687K -6,894 Closed
KAS
47
Kestra Advisory Services
Texas
– -$353K -3,541 Closed
Thrivent Financial for Lutherans
48
Thrivent Financial for Lutherans
Minnesota
– -$211K -2,093 Closed
1
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XITK Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q4 2022, worth a combined $34.4M — down 4.7% from $36.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XITK and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 12 added.

The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $2.41M. The largest seller was RVW Wealth, exiting entirely with an estimated $3.42M sold.

  • 43 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q4 2022, down from 44 in Q3 2022.
  • Funds reported $34.4M of State Street SPDR FactSet Innovative Technology ETF stock for Q4 2022, down 4.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q4 2022 and 6 closed out, a net change of -1 holder.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q4 2022 was Flagship Harbor Advisors, an estimated $2.41M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q4 2022 was RVW Wealth, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2022.