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State Street Technology Select Sector SPDR ETF

1,955 hedge funds and large institutions have $35.5B invested in State Street Technology Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 725 increasing their positions, 727 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 90

3% more funds holding

Funds holding: 1,9061,955 (+49)

1% more capital invested

Capital invested by funds: $35.1B → $35.5B (+$334M)

0% less repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 727

7% less funds holding in top 10

Funds holding in top 10: 205190 (-15)

9.91% less ownership

Funds ownership: 119.63%109.73% (-9.9%)

29% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.8B

Holders
1,955
Holders Change
+49
Holders Change %
+2.57%
% of All Funds
28.16%
Holding in Top 10
190
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.32%
% of All Funds
2.74%
New
162
Increased
725
Reduced
727
Closed
90
Calls
$2B
Puts
$2.8B
Net Calls
-$804M
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
276
Kellett Wealth Advisors
Ohio
$12M +$732K +7,240 +7%
SPC
277
Sigma Planning Corp
Michigan
$11.9M +$4.32M +42,688 +59%
TC
278
Trust Company
Kansas
$11.9M -$1.03M -10,178 -8%
AF
279
Apollon Financial
South Carolina
$11.8M +$608K +6,012 +6%
TFA
280
Toth Financial Advisory
Virginia
$11.8M -$251K -2,484 -2%
RT
281
Rockland Trust
Massachusetts
$11.7M -$759K -7,502 -6%
TAM
282
Tucker Asset Management
Colorado
$11.6M +$1.17M +11,552 +12%
TTWM
283
TCV Trust & Wealth Management
Virginia
$11.4M -$363K -3,590 -3%
Toronto Dominion Bank
284
Toronto Dominion Bank
Ontario, Canada
$11.4M -$10.3M -101,590 -48%
HI
285
Horizon Investments
North Carolina
$11.1M +$1.85M +18,334 +21%
BFEC
286
Benjamin F. Edwards & Company
Missouri
$11M +$799K +7,898 +8%
VWM
287
Venturi Wealth Management
Texas
$11M +$1.31M +12,958 +14%
JIR
288
James Investment Research
Ohio
$10.9M -$595K -5,886 -5%
BPA
289
Beacon Pointe Advisors
California
$10.8M +$1.47M +14,522 +16%
LPAM
290
Lodestar Private Asset Management
California
$10.8M +$203K +2,010 +2%
Envestnet Portfolio Solutions
291
Envestnet Portfolio Solutions
Illinois
$10.7M +$3.09M +30,540 +42%
BCWM
292
Bartlett & Co Wealth Management
Ohio
$10.7M -$624K -6,170 -6%
LA
293
Legacy Advisors
Pennsylvania
$10.6M +$1.62K +16 +0%
VVP
294
Venture Visionary Partners
Ohio
$10.6M +$836K +8,266 +9%
QCM
295
Quantinno Capital Management
New York
$10.6M +$8.2M +81,132 +394%
AA
296
AlphaMark Advisors
Kentucky
$10.6M -$171K -1,686 -2%
Fidelity International
297
Fidelity International
Bermuda
$10.5M -$5.59M -55,254 -35%
Bank of New York Mellon
298
Bank of New York Mellon
New York
$10.5M +$793K +7,840 +8%
MFG
299
Merit Financial Group
Georgia
$10.4M +$4.81M +47,578 +86%
CI
300
CX Institutional
Indiana
$10.4M -$6.05M -59,808 -37%

XLK Hedge Fund Activity: Q1 2024 in Review

1,955 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2024, worth a combined $35.5B — up 0.95% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new XLK positions and 90 closed out — a net gain of 72 holders — while 725 added to existing stakes and 727 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $2.24B.

  • 1,955 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2024, up from 1,906 in Q4 2023.
  • Funds reported $35.5B of State Street Technology Select Sector SPDR ETF stock for Q1 2024, up 0.95% quarter-over-quarter.
  • 162 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2024 and 90 closed out, a net change of +72 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $277M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.24B sold.

Based on aggregated 13F filings for Q1 2024.