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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
WIL
326
Winifred I. Li
$57K
M&T Bank
327
M&T Bank
New York
$52K
FAM
328
Formidable Asset Management
Ohio
$49K +$48.1K +3,016 New
JIR
329
James Investment Research
Ohio
$48K -$638 -40 -1%
FNBT
330
FineMark National Bank & Trust
Florida
$48K
KPCM
331
Kings Point Capital Management
New York
$43K
LNB
332
Ledyard National Bank
$41K
BC
333
Bartlett & Co
Ohio
$39K
S
334
SignatureFD
Georgia
$32K -$43.2K -2,712 -58%
PSI
335
Pinnacle Summer Investments
Virginia
$32K
BAM
336
Barrett Asset Management
New York
$30K
KTC
337
Kistler-Tiffany Companies
Pennsylvania
$29K
EWM
338
Edge Wealth Management
New York
$26K +$128 +8 +0.5%
HR
339
Howe & Rusling
New York
$25K +$10K +630 +67%
MAM
340
Meeder Asset Management
Ohio
$24K +$24.2K +1,520 New
AFS
341
Aft Forsyth & Sober
Florida
$22K
MBT
342
Monroe Bank & Trust
Michigan
$22K +$22K +1,380 New
DADC
343
D.A. Davidson & Co
Montana
$20K +$19.9K +1,250 New
OFS
344
Orrstown Financial Services
Pennsylvania
$16K
FBT
345
Founders Bank & Trust
Michigan
$16K +$15.5K +972 New
LWA
346
Lenox Wealth Advisors
New York
$16K +$16K +1,004 New
WF
347
WealthTrust Fairport
Ohio
$13K
FWM
348
Focused Wealth Management
New York
$13K +$13.2K +826 New
HDIM
349
Hanson & Doremus Investment Management
Vermont
$13K +$13.4K +840 New
WOC
350
West Oak Capital
California
$12K

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.