We are live on ! Find out more
XLK icon

State Street Technology Select Sector SPDR ETF

431 hedge funds and large institutions have $7.25B invested in State Street Technology Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 133

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

26.95% more ownership

Funds ownership: 89.26%116.21% (+27%)

23% more capital invested

Capital invested by funds: $5.88B → $7.25B (+$1.36B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

3% more funds holding

Funds holding: 418431 (+13)

14% less call options, than puts

Call options by funds: $200M | Put options by funds: $234M

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
12.45%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
54
Increased
180
Reduced
133
Closed
41
Calls
$200M
Puts
$234M
Net Calls
-$33.6M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
BPM
276
Bowling Portfolio Management
Ohio
$478K -$12.5K -700 -3%
SHA
277
Smith Hayes Advisers
Nebraska
$474K +$211K +11,794 +82%
DP
278
Dearborn Partners
Illinois
$469K
VWM
279
Valley Wealth Managers
New Jersey
$461K +$3.86K +216 +0.9%
MRCM
280
M&R Capital Management
New Jersey
$447K
MC
281
Mathes Company
New York
$434K -$254K -14,200 -37%
RMDI
282
R.M. Davis Inc
Maine
$429K +$421K +23,600 New
SC
283
Scotia Capital
Ontario, Canada
$423K -$3.79K -212 -0.9%
MIP
284
Marietta Investment Partners
Wisconsin
$422K +$10.9K +612 +3%
LS
285
Lattice Strategies
Pennsylvania
$418K -$132K -7,400 -24%
William Blair & Company
286
William Blair & Company
Illinois
$409K -$117K -6,560 -23%
ONB
287
Old National Bancorp
Indiana
$409K +$403K +22,542 New
VC
288
Vicus Capital
Pennsylvania
$406K +$36.3K +2,030 +10%
GW
289
GW & Wade
Massachusetts
$400K
FMC
290
First Merchants Corp
Indiana
$396K
CC
291
Courier Capital
New York
$395K -$2.36K -132 -0.6%
DSC
292
Duncker Streett & Co
Missouri
$393K +$750 +42 +0.2%
Luther King Capital Management (LKCM)
293
Luther King Capital Management (LKCM)
Texas
$384K -$44.1K -2,470 -10%
IFS
294
Ifrah Financial Services
Arkansas
$382K -$6.14K -344 -2%
FHA
295
First Horizon Advisors
Tennessee
$382K +$18K +1,010 +5%
NSIM
296
North Star Investment Management
Illinois
$369K +$122K +6,820 +51%
TCT
297
TIAA CREF Trust
Missouri
$367K +$360K +20,180 New
Jones Financial Companies
298
Jones Financial Companies
Missouri
$365K -$988K -55,326 -73%
CIA
299
Choate Investment Advisors
Massachusetts
$364K +$358K +20,020 New
DIA
300
Denver Investment Advisors
Colorado
$357K

XLK Hedge Fund Activity: Q1 2014 in Review

431 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2014, worth a combined $7.25B — up 23% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XLK positions and 41 closed out — a net gain of 13 holders — while 180 added to existing stakes and 133 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $501M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $52.4M sold.

  • 431 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2014, up from 418 in Q4 2013.
  • Funds reported $7.25B of State Street Technology Select Sector SPDR ETF stock for Q1 2014, up 23% quarter-over-quarter.
  • 54 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2014 and 41 closed out, a net change of +13 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $501M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2014 was State of Tennessee, Department of Treasury, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2014.