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State Street SPDR FactSet Innovative Technology ETF
XITK

38 hedge funds and large institutions have $36.4M invested in State Street SPDR FactSet Innovative Technology ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $34.4M → $36.4M (+$2.02M)

0.54% less ownership

Funds ownership: 34.67% → 34.12% (-0.54%)

12% less funds holding

Funds holding: 43 → 38 (-5)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

Holders
38
Holders Change
-5
Holders Change %
-11.63%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
7
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$675K
2
KAS
Kestra Advisory Services
Texas
+$310K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$209K
4
LPL Financial
LPL Financial
California
+$155K
5
Citadel Advisors
Citadel Advisors
Florida
+$119K

Top Sellers

Rank Fund Capital Flow
1
FHA
Flagship Harbor Advisors
Massachusetts
-$2.42M
2
GLA
Good Life Advisors
Pennsylvania
-$538K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$524K
4
UBS Group
UBS Group
Switzerland
-$372K
5
CA
Cetera Advisors
Colorado
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Ameritas Advisory Services
Nebraska
$13.6K +$13.7K +121 New
Fidelity Investments
27
Fidelity Investments
Massachusetts
$12K +$9.43K +83 +488%
IRC
28
Investors Research Corp
Georgia
$10.3K – – –
Morgan Stanley
29
Morgan Stanley
New York
$8.97K – – –
HI
30
Harbour Investments
Wisconsin
$7.77K – – –
ADL
31
Asset Dedication LLC
California
$7K – – –
AF
32
Advisornet Financial
Minnesota
$6.58K – – –
SPIA
33
Steward Partners Investment Advisory
New York
$5.62K – – –
AWM
34
Abound Wealth Management
Tennessee
$4.9K +$4.66K +41 New
NA
35
NewEdge Advisors
Louisiana
$2.03K – – –
GRP
36
Global Retirement Partners
California
$742 – – –
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$687 -$119K -1,048 -15%
DWMG
38
DB Wealth Management Group
California
$239 – – –
FHA
39
Flagship Harbor Advisors
Massachusetts
– -$2.42M -24,163 Closed
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$524K -5,233 Closed
CA
41
Cetera Advisors
Colorado
– -$247K -2,467 Closed
Walleye Capital
42
Walleye Capital
New York
– -$227K -2,269 Closed
BIAS
43
Beacon Investment Advisory Services
New Jersey
– -$210K -2,098 Closed
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
– -$86K -860 Closed
SWM
45
Spire Wealth Management
Virginia
– -$25K -252 Closed
MCC
46
Money Concepts Capital
Florida
– -$6.52K -65 Closed
BAM
47
Belpointe Asset Management
Nevada
– -$6.21K -62 Closed
ACA
48
Aptus Capital Advisors
Alabama
– -$6.11K -61 Closed
KIA
49
Kraematon Investment Advisors
Massachusetts
– -$206 -2 Closed
1
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XITK Hedge Fund Activity: Q1 2023 in Review

38 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q1 2023, worth a combined $36.4M — up 5.9% from $34.4M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XITK and 6 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 7 added.

The largest buyer was Osaic Holdings, adding an estimated $675K. The largest seller was Flagship Harbor Advisors, exiting entirely with an estimated $2.42M sold.

  • 38 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q1 2023, down from 43 in Q4 2022.
  • Funds reported $36.4M of State Street SPDR FactSet Innovative Technology ETF stock for Q1 2023, up 5.9% quarter-over-quarter.
  • 6 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q1 2023 and 11 closed out, a net change of -5 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q1 2023 was Osaic Holdings, an estimated $675K added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q1 2023 was Flagship Harbor Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2023.