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State Street SPDR FactSet Innovative Technology ETF

42 hedge funds and large institutions have $33.8M invested in State Street SPDR FactSet Innovative Technology ETF in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

45% more capital invested

Capital invested by funds: $23.4M → $33.8M (+$10.5M)

5.17% more ownership

Funds ownership: 23.89%29.06% (+5.2%)

5% more funds holding

Funds holding: 4042 (+2)

33% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 15

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
42
Holders Change
+2
Holders Change %
+5%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
4
Increased
10
Reduced
15
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$8.25M +$7.49M +50,927 +1,180%
LPL Financial
2
LPL Financial
California
$4.97M +$18.1K +123 +0.4%
SCM
3
Sage Capital Management
New Jersey
$4.11M -$265K -1,800 -6%
KL
4
KWMG LLC
Kansas
$3.99M -$12.4K -84 -0.3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$3.13M +$2.5M +16,998 +430%
MCC
6
Money Concepts Capital
Florida
$1.55M +$30.7K +209 +2%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$872K -$154K -1,047 -15%
Osaic Holdings
8
Osaic Holdings
Arizona
$847K +$23.1K +157 +3%
FIA
9
Foundations Investment Advisors
Arizona
$825K -$356K -2,418 -30%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$649K -$58.1K -395 -8%
Bank of America
11
Bank of America
North Carolina
$563K +$33.2K +226 +6%
Goldman Sachs
12
Goldman Sachs
New York
$435K
KAS
13
Kestra Advisory Services
Texas
$413K +$407K +2,766 New
CWM
14
Cornerstone Wealth Management
Missouri
$402K -$20.2K -137 -5%
PWM
15
Perigon Wealth Management
California
$383K
GLA
16
Good Life Advisors
Pennsylvania
$377K -$28.8K -196 -7%
MSAM
17
Moloney Securities Asset Management
Missouri
$372K -$25.2K -171 -6%
KNFPWM
18
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$258K +$18.5K +126 +8%
UBS Group
19
UBS Group
Switzerland
$220K +$169K +1,150 +354%
KFS
20
Kaizen Financial Strategies
California
$211K -$147K -1,001 -42%
Pathstone Holdings
21
Pathstone Holdings
New Jersey
$209K
SIC
22
Salem Investment Counselors
North Carolina
$179K -$8.09K -55 -4%
AP
23
Advisors Preferred
Maryland
$114K +$113K +770 New
Citigroup
24
Citigroup
New York
$103K +$77.7K +528 +320%
NMM
25
Naples Money Management
Florida
$89.6K

XITK Hedge Fund Activity: Q1 2024 in Review

42 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR FactSet Innovative Technology ETF (XITK) for Q1 2024, worth a combined $33.8M — up 45% from $23.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new XITK positions and 1 closed out — a net gain of 3 holders — while 10 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $7.49M. The largest seller was Foundations Investment Advisors, cutting an estimated $356K.

  • 42 institutional investors held State Street SPDR FactSet Innovative Technology ETF (XITK) as of Q1 2024, up from 40 in Q4 2023.
  • Funds reported $33.8M of State Street SPDR FactSet Innovative Technology ETF stock for Q1 2024, up 45% quarter-over-quarter.
  • 4 funds opened new State Street SPDR FactSet Innovative Technology ETF positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest State Street SPDR FactSet Innovative Technology ETF buyer in Q1 2024 was Susquehanna International Group, an estimated $7.49M added.
  • The largest State Street SPDR FactSet Innovative Technology ETF seller in Q1 2024 was Foundations Investment Advisors, an estimated $356K sold.

Based on aggregated 13F filings for Q1 2024.