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State Street SPDR FactSet Innovative Technology ETF
XITK

43 hedge funds and large institutions have $34.4M invested in State Street SPDR FactSet Innovative Technology ETF in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% less ownership

Funds ownership: 34.86% → 34.67% (-0.2%)

5% less capital invested

Capital invested by funds: $36.1M → $34.4M (-$1.72M)

2% less funds holding

Funds holding: 44 → 43 (-1)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FHA
Flagship Harbor Advisors
Massachusetts
+$2.41M
2
GLA
Good Life Advisors
Pennsylvania
+$1.21M
3
LPL Financial
LPL Financial
California
+$763K
4
KL
KWMG LLC
Kansas
+$230K
5
BIAS
Beacon Investment Advisory Services
New Jersey
+$210K

Top Sellers

1
RW
RVW Wealth
California
-$3.42M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.03M
3
Goldman Sachs
Goldman Sachs
New York
-$687K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$524K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$438K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$15.5M +$763K +7,637 +5%
GLA
2
Good Life Advisors
Pennsylvania
$6.46M +$1.21M +12,096 +23%
FHA
3
Flagship Harbor Advisors
Massachusetts
$2.42M +$2.41M +24,163 New
KL
4
KWMG LLC
Kansas
$2.39M +$230K +2,303 +11%
Ameriprise
5
Ameriprise
Minnesota
$1.04M -$22.7K -227 -2%
Citadel Advisors
6
Citadel Advisors
Florida
$725K +$180K +1,801 +33%
GWM
7
Geneos Wealth Management
Colorado
$724K +$150K +1,500 +26%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$681K -$438K -4,388 -39%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$560K -$41.8K -418 -7%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$524K -$524K -5,245 -50%
Bank of America
11
Bank of America
North Carolina
$468K +$37.9K +379 +9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$447K +$7.79K +78 +2%
UBS Group
13
UBS Group
Switzerland
$346K +$38.7K +387 +13%
MSAM
14
Moloney Securities Asset Management
Missouri
$307K -$3.6K -36 -1%
CA
15
Cetera Advisors
Colorado
$247K – – –
PWM
16
Perigon Wealth Management
California
$247K +$9.99K +100 +4%
Walleye Capital
17
Walleye Capital
New York
$227K -$97.5K -976 -30%
BIAS
18
Beacon Investment Advisory Services
New Jersey
$210K +$210K +2,098 New
Qube Research & Technologies (QRT)
19
Qube Research & Technologies (QRT)
United Kingdom
$178K +$161K +1,614 +972%
SIC
20
Salem Investment Counselors
North Carolina
$158K -$5.79K -58 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$147K -$3.3K -33 -2%
TFGT
22
TS Financial Group (TSFG)
Illinois
$101K -$19.5K -195 -16%
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$95.6K +$33.8K +338 +55%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$86K -$25K -250 -23%
KTC
25
Kistler-Tiffany Companies
Pennsylvania
$25.1K – – –
1
2

XITK Hedge Fund Activity: Q4 2022 in Review

43 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q4 2022, worth a combined $34.4M — down 4.7% from $36.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XITK and 5 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 12 added.

The largest buyer was Flagship Harbor Advisors, opening a new position worth an estimated $2.41M. The largest seller was RVW Wealth, exiting entirely with an estimated $3.42M sold.

  • 43 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q4 2022, down from 44 in Q3 2022.
  • Funds reported $34.4M of State Street SPDR FactSet Innovative Technology ETF stock for Q4 2022, down 4.7% quarter-over-quarter.
  • 5 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q4 2022 and 6 closed out, a net change of -1 holder.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q4 2022 was Flagship Harbor Advisors, an estimated $2.41M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q4 2022 was RVW Wealth, an estimated $3.42M sold.

Based on aggregated 13F filings for Q4 2022.