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State Street SPDR FactSet Innovative Technology ETF

43 hedge funds and large institutions have $22.5M invested in State Street SPDR FactSet Innovative Technology ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

5% more funds holding

Funds holding: 4143 (+2)

2.26% less ownership

Funds ownership: 26.56%24.3% (-2.3%)

7% less capital invested

Capital invested by funds: $24.3M → $22.5M (-$1.72M)

30% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 10

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
7
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$24.5K +$10.3K +78 +65%
CIAS
27
Capital Investment Advisory Services
North Carolina
$24.4K -$790 -6 -3%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$19K
RW
29
RVW Wealth
California
$16K +$17K +129 New
AP
30
Advisors Preferred
Maryland
$15.9K -$77.5K -589 -82%
Fidelity Investments
31
Fidelity Investments
Massachusetts
$12.4K
IRC
32
Investors Research Corp
Georgia
$10.6K
Morgan Stanley
33
Morgan Stanley
New York
$9.28K
HI
34
Harbour Investments
Wisconsin
$8.04K
ADL
35
Asset Dedication LLC
California
$8K
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$6.93K -$124K -944 -94%
AF
37
Advisornet Financial
Minnesota
$6.8K
ACA
38
Aptus Capital Advisors
Alabama
$6.43K +$6.85K +52 New
SPIA
39
Steward Partners Investment Advisory
New York
$5.82K
NA
40
NewEdge Advisors
Louisiana
$2.1K
GRP
41
Global Retirement Partners
California
$856
DWMG
42
DB Wealth Management Group
California
$247
Wells Fargo
43
Wells Fargo
California
$101
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
-$999K -31,099 Closed
CW
45
CreativeOne Wealth
Kansas
-$1.93M -14,648 Closed
CF
46
Centaurus Financial
California
-$491K -3,715 Closed
Baird Financial Group
47
Baird Financial Group
Wisconsin
-$448K -3,396 Closed
Ameriprise
48
Ameriprise
Minnesota
-$336K -2,535 Closed

XITK Hedge Fund Activity: Q3 2023 in Review

43 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q3 2023, worth a combined $22.5M — down 7.1% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new XITK positions and 5 closed out — a net gain of 3 holders — while 7 added to existing stakes and 10 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.04M. The largest seller was LPL Financial, cutting an estimated $3.47M.

  • 43 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q3 2023, up from 41 in Q2 2023.
  • Funds reported $22.5M of State Street SPDR FactSet Innovative Technology ETF stock for Q3 2023, down 7.1% quarter-over-quarter.
  • 8 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q3 2023 and 5 closed out, a net change of +3 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q3 2023 was Osaic Holdings, an estimated $2.04M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q3 2023 was LPL Financial, an estimated $3.47M sold.

Based on aggregated 13F filings for Q3 2023.