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State Street SPDR FactSet Innovative Technology ETF
XITK

41 hedge funds and large institutions have $46.9M invested in State Street SPDR FactSet Innovative Technology ETF in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

5.91% more ownership

Funds ownership: 30.86% → 36.77% (+5.9%)

21% less funds holding

Funds holding: 52 → 41 (-11)

26% less capital invested

Capital invested by funds: $63M → $46.9M (-$16.2M)

73% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 15

Holders
41
Holders Change
-11
Holders Change %
-21.15%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
14
Reduced
10
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BIAS
Beacon Investment Advisory Services
New Jersey
+$11.2M
2
LPL Financial
LPL Financial
California
+$3.87M
3
TRCT
Tower Research Capital (TRC)
New York
+$888K
4
KL
KWMG LLC
Kansas
+$698K
5
BAM
Belpointe Asset Management
Nevada
+$653K

Top Sellers

1
RW
RVW Wealth
California
-$13.8M
2
OMC
Old Mission Capital
Illinois
-$1.21M
3
MWM
Meridian Wealth Management
Kentucky
-$1.16M
4
SPL
Smart Portfolios LLC
Washington
-$879K
5
UBS Group
UBS Group
Switzerland
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$13.7M +$3.87M +31,316 +32%
BIAS
2
Beacon Investment Advisory Services
New Jersey
$9.79M +$11.2M +91,036 New
GLA
3
Good Life Advisors
Pennsylvania
$5.51M +$229K +1,853 +4%
MIAN
4
Mariner Independent Advisor Network
Kansas
$2.46M +$385K +3,120 +17%
KL
5
KWMG LLC
Kansas
$2.15M +$698K +5,657 +39%
OMC
6
Old Mission Capital
Illinois
$1.39M -$1.21M -9,764 -43%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.36M -$119K -962 -7%
TRCT
8
Tower Research Capital (TRC)
New York
$1.26M +$888K +7,194 +160%
Ameriprise
9
Ameriprise
Minnesota
$1.07M +$150K +1,217 +14%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$927K +$215K +1,743 +25%
Citadel Advisors
11
Citadel Advisors
Florida
$771K +$597K +4,839 +208%
GWM
12
Geneos Wealth Management
Colorado
$638K – – –
KIA
13
Kraematon Investment Advisors
Massachusetts
$606K -$69.5K -563 -9%
Bank of America
14
Bank of America
North Carolina
$579K -$353K -2,856 -35%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$578K +$328K +2,653 +97%
BAM
16
Belpointe Asset Management
Nevada
$569K +$653K +5,293 New
AWM
17
Ameliora Wealth Management
Switzerland
$559K – – –
KAS
18
Kestra Advisory Services
Texas
$390K +$41.7K +338 +10%
MSAM
19
Moloney Securities Asset Management
Missouri
$333K – – –
CA
20
Cetera Advisors
Colorado
$276K – – –
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$258K +$57.3K +464 +24%
PWM
22
Perigon Wealth Management
California
$254K – – –
UBS Group
23
UBS Group
Switzerland
$229K -$680K -5,509 -72%
CAN
24
Cetera Advisor Networks
California
$206K +$19.9K +161 +9%
Osaic Holdings
25
Osaic Holdings
Arizona
$195K -$143K -1,159 -39%
1
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XITK Hedge Fund Activity: Q2 2022 in Review

41 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q2 2022, worth a combined $46.9M — down 26% from $63M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of XITK and 4 opened new positions — a net loss of 11 holders — while 10 trimmed existing stakes and 14 added.

The largest buyer was Beacon Investment Advisory Services, opening a new position worth an estimated $11.2M. The largest seller was RVW Wealth, exiting entirely with an estimated $13.8M sold.

  • 41 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q2 2022, down from 52 in Q1 2022.
  • Funds reported $46.9M of State Street SPDR FactSet Innovative Technology ETF stock for Q2 2022, down 26% quarter-over-quarter.
  • 4 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q2 2022 and 15 closed out, a net change of -11 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q2 2022 was Beacon Investment Advisory Services, an estimated $11.2M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q2 2022 was RVW Wealth, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2022.