We are live on ! Find out more
XITK icon

State Street SPDR FactSet Innovative Technology ETF
XITK

41 hedge funds and large institutions have $24.3M invested in State Street SPDR FactSet Innovative Technology ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

8% more funds holding

Funds holding: 38 → 41 (+3)

7.56% less ownership

Funds ownership: 34.12% → 26.56% (-7.6%)

33% less capital invested

Capital invested by funds: $36.4M → $24.3M (-$12.2M)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$3.52M
2
CW
CreativeOne Wealth
Kansas
+$1.74M
3
CF
Centaurus Financial
California
+$441K
4
Goldman Sachs
Goldman Sachs
New York
+$346K
5
KFS
Kaizen Financial Strategies
California
+$340K

Top Sellers

1
LPL Financial
LPL Financial
California
-$11.3M
2
GLA
Good Life Advisors
Pennsylvania
-$6.77M
3
Ameriprise
Ameriprise
Minnesota
-$841K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$220K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$56.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
26
Kistler-Tiffany Companies
Pennsylvania
$33K – – –
UBS Group
27
UBS Group
Switzerland
$30.1K +$5.58K +47 +26%
CIAS
28
Capital Investment Advisory Services
North Carolina
$26.8K – – –
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$20K – – –
Citigroup
30
Citigroup
New York
$15.8K +$14.3K +120 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$13.2K – – –
IRC
32
Investors Research Corp
Georgia
$11.4K – – –
Morgan Stanley
33
Morgan Stanley
New York
$9.9K – – –
HI
34
Harbour Investments
Wisconsin
$8.58K – – –
ADL
35
Asset Dedication LLC
California
$8K – – –
AF
36
Advisornet Financial
Minnesota
$7.26K – – –
SPIA
37
Steward Partners Investment Advisory
New York
$6.21K – – –
NA
38
NewEdge Advisors
Louisiana
$2.25K – – –
GRP
39
Global Retirement Partners
California
$924 – – –
DWMG
40
DB Wealth Management Group
California
$264 – – –
Wells Fargo
41
Wells Fargo
California
$68 -$17.7K -149 -99%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
– -$220K -1,841 Closed
AAS
43
Ameritas Advisory Services
Nebraska
– -$13.6K -121 Closed
AWM
44
Abound Wealth Management
Tennessee
– -$4.9K -41 Closed
1
2

XITK Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q2 2023, worth a combined $24.3M — down 33% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new XITK positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $3.52M. The largest seller was LPL Financial, cutting an estimated $11.3M.

  • 41 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q2 2023, up from 38 in Q1 2023.
  • Funds reported $24.3M of State Street SPDR FactSet Innovative Technology ETF stock for Q2 2023, down 33% quarter-over-quarter.
  • 6 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q2 2023 and 3 closed out, a net change of +3 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q2 2023 was Qube Research & Technologies (QRT), an estimated $3.52M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q2 2023 was LPL Financial, an estimated $11.3M sold.

Based on aggregated 13F filings for Q2 2023.