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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
PA
276
Pinnacle Associates
New York
$283K -$41.7K -2,618 -13%
SFM
277
Stack Financial Management
Montana
$283K +$8.29K +520 +3%
JWM
278
Jacobus Wealth Management
Wisconsin
$282K
RVP
279
Relative Value Partners
Illinois
$279K
BSB
280
Bangor Savings Bank
Maine
$278K +$277K +17,358 New
Parallax Volatility Advisers
281
Parallax Volatility Advisers
California
$270K +$269K +16,856 New
FMBTD
282
First Midwest Bank Trust Division
Illinois
$266K
MLL
283
Moody Lynn & Lieberson
Massachusetts
$257K -$3.25M -204,070 -93%
PFS
284
Prospera Financial Services
Texas
$254K -$45.3K -2,840 -15%
BSA
285
Braun Stacey Associates
New York
$248K +$4.62K +290 +2%
WT
286
Whittier Trust
California
$247K
WA
287
WFG Advisors
Texas
$245K -$2.46K -154 -1%
LC
288
Lilley & Co
Michigan
$245K
DIA
289
Denver Investment Advisors
Colorado
$242K +$241K +15,094 New
PAS
290
Partnervest Advisory Services
California
$238K +$38.9K +2,442 +20%
WT
291
Washington Trust
Rhode Island
$234K -$2.39K -150 -1%
BMO
292
Beck Mack & Oliver
New York
$233K +$4.15K +260 +2%
TSWM
293
Triangle Securities Wealth Management
North Carolina
$232K
HTC
294
Haverford Trust Company
Pennsylvania
$223K +$222K +13,912 New
ClearBridge Investments
295
ClearBridge Investments
New York
$219K -$24.7K -1,546 -10%
SBWM
296
Sunflower Bank Wealth Management
Arizona
$218K -$1.59M -99,870 -88%
NSIM
297
North Star Investment Management
Illinois
$216K +$446 +28 +0.2%
RJT
298
Raymond James Trust
Florida
$214K
B
299
Bailard
California
$212K -$93.6K -5,870 -31%
CPO
300
Cerity Partners OCIO
New York
$210K -$7.97K -500 -4%

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.