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State Street Technology Select Sector SPDR ETF

361 hedge funds and large institutions have $4.71B invested in State Street Technology Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

34% more capital invested

Capital invested by funds: $3.51B → $4.71B (+$1.2B)

17% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 109

12.9% more ownership

Funds ownership: 67.43%80.32% (+13%)

7% more funds holding

Funds holding: 336361 (+25)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3% more call options, than puts

Call options by funds: $241M | Put options by funds: $234M

Holders
361
Holders Change
+25
Holders Change %
+7.44%
% of All Funds
11.7%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.78%
New
60
Increased
127
Reduced
109
Closed
31
Calls
$241M
Puts
$234M
Net Calls
+$6.79M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
226
Rotella Capital Management
Washington
$538K -$51K -3,200 -9%
ACP
227
Aviance Capital Partners
Florida
$533K +$211K +13,220 +66%
STMM
228
South Texas Money Management
Texas
$514K
EWM
229
Evercore Wealth Management
New York
$508K -$247K -15,520 -33%
JIC
230
Johnson Investment Counsel
Ohio
$504K -$203K -12,732 -29%
LPC
231
Loeb Partners Corp
New York
$481K +$478K +30,000 New
ADBIC
232
A.D. Beadell Investment Counsel
Wisconsin
$464K -$41.5K -2,600 -8%
CFA
233
Carroll Financial Associates
North Carolina
$460K
SA
234
Strategic Advisors
New York
$458K +$79.8K +5,006 +21%
CCM
235
Covington Capital Management
California
$448K
BCAM
236
Boston Common Asset Management
Massachusetts
$447K +$445K +27,880 New
EB
237
Eastern Bank
Massachusetts
$443K +$11.6K +726 +3%
FFSOTS
238
Fiduciary Financial Services of The Southwest
Texas
$420K +$14.4K +900 +4%
LS
239
Lattice Strategies
Pennsylvania
$414K +$7.02K +440 +2%
DP
240
Dearborn Partners
Illinois
$413K
VWM
241
Valley Wealth Managers
New Jersey
$410K +$33.5K +2,100 +9%
LCM
242
LVM Capital Management
Michigan
$408K -$40.8K -2,560 -9%
SBH
243
Segall Bryant & Hamill
Illinois
$404K -$21.2K -1,332 -5%
MRCM
244
M&R Capital Management
New Jersey
$394K
GW
245
GW & Wade
Massachusetts
$394K +$10K +630 +3%
MMLI
246
Massachusetts Mutual Life Insurance
Massachusetts
$394K +$392K +24,610 New
LSA
247
L & S Advisors
California
$388K +$38.6K +2,420 +11%
JG
248
Jefferies Group
New York
$384K -$504K -31,602 -57%
Luther King Capital Management (LKCM)
249
Luther King Capital Management (LKCM)
Texas
$378K -$71.5K -4,484 -16%
MIP
250
Marietta Investment Partners
Wisconsin
$362K

XLK Hedge Fund Activity: Q3 2013 in Review

361 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2013, worth a combined $4.71B — up 34% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new XLK positions and 31 closed out — a net gain of 29 holders — while 127 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $815M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $57.7M.

  • 361 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2013, up from 336 in Q2 2013.
  • Funds reported $4.71B of State Street Technology Select Sector SPDR ETF stock for Q3 2013, up 34% quarter-over-quarter.
  • 60 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2013 and 31 closed out, a net change of +29 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2013 was Goldman Sachs, an estimated $815M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2013 was Lockheed Martin Investment Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2013.