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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
LPL Financial
1
LPL Financial
California
$7.94M -$11.3M -95,494 -61%
KL
2
KWMG LLC
Kansas
$3.49M +$187K +1,576 +6%
CW
3
CreativeOne Wealth
Kansas
$1.93M +$1.74M +14,648 New
Osaic Holdings
4
Osaic Holdings
Arizona
$1.27M +$261K +2,200 +30%
Citadel Advisors
5
Citadel Advisors
Florida
$1.12M +$28.1K +237 +3%
Qube Research & Technologies (QRT)
6
Qube Research & Technologies (QRT)
United Kingdom
$999K +$3.52M +29,628 +2,014%
GWM
7
Geneos Wealth Management
Colorado
$953K – – –
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$792K +$36K +303 +5%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$697K -$56.1K -472 -8%
Bank of America
10
Bank of America
North Carolina
$542K -$38.7K -326 -7%
CF
11
Centaurus Financial
California
$491K +$441K +3,715 New
Baird Financial Group
12
Baird Financial Group
Wisconsin
$448K -$6.18K -52 -2%
KFS
13
Kaizen Financial Strategies
California
$394K +$340K +2,860 New
MSAM
14
Moloney Securities Asset Management
Missouri
$394K -$9.14K -77 -3%
Goldman Sachs
15
Goldman Sachs
New York
$384K +$346K +2,911 New
GLA
16
Good Life Advisors
Pennsylvania
$360K -$6.77M -57,028 -95%
KAS
17
Kestra Advisory Services
Texas
$358K -$1.54K -13 -0.5%
PWM
18
Perigon Wealth Management
California
$340K +$13.2K +111 +5%
Ameriprise
19
Ameriprise
Minnesota
$336K -$841K -7,082 -74%
CWM
20
Cornerstone Wealth Management
Missouri
$254K +$3.44K +29 +2%
SIC
21
Salem Investment Counselors
North Carolina
$165K – – –
TFGT
22
TS Financial Group (TSFG)
Illinois
$133K – – –
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
$132K +$4.99K +42 +4%
AP
24
Advisors Preferred
Maryland
$94.9K +$85.2K +717 New
IA
25
IFP Advisors
Florida
$47.9K +$22.1K +186 +105%
1
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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.