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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
TCM
51
TD Capital Management
Tennessee
$38K – – –
MCC
52
Money Concepts Capital
Florida
$35K +$39.2K +184 New
CG
53
Cutler Group
California
$30K +$34K +160 New
Carson Wealth (CWM LLC)
54
Carson Wealth (CWM LLC)
Nebraska
$29K +$31.9K +150 New
Wells Fargo
55
Wells Fargo
California
$29K +$31.9K +150 New
CAAS
56
Capital Asset Advisory Services
Michigan
$19K – – –
TF
57
TimeScale Financial
Massachusetts
$17K – – –
AF
58
Advisornet Financial
Minnesota
$16K – – –
IRC
59
Investors Research Corp
Georgia
$16K – – –
Morgan Stanley
60
Morgan Stanley
New York
$14K +$13.8K +65 +650%
National Bank of Canada
61
National Bank of Canada
Quebec, Canada
$13K +$14.9K +70 New
ADL
62
Asset Dedication LLC
California
$12K – – –
SPIA
63
Steward Partners Investment Advisory
New York
$2K – – –
FTUS
64
Flow Traders U.S.
New York
– -$4.64M -21,518 Closed
CW
65
CreativeOne Wealth
Kansas
– -$1.45M -6,707 Closed
AWA
66
Acorn Wealth Advisors
Michigan
– -$643K -2,979 Closed
FHA
67
Flagship Harbor Advisors
Massachusetts
– -$340K -1,503 Closed
DA
68
DCM Advisors
New York
– -$138K -640 Closed
Barclays
69
Barclays
United Kingdom
– -$80K -371 Closed
CFA
70
Cahill Financial Advisors
Minnesota
– -$52K -239 Closed
AWA
71
Arkadios Wealth Advisors
Georgia
– -$20K -95 Closed
Fidelity Investments
72
Fidelity Investments
Massachusetts
– -$10K -45 Closed
SMG
73
Spectrum Management Group
Indiana
– -$2K -10 Closed
GRP
74
Global Retirement Partners
California
– -$2K -7 Closed
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.