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State Street Technology Select Sector SPDR ETF

523 hedge funds and large institutions have $7.49B invested in State Street Technology Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 218 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 28

51% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 144

13% more funds holding

Funds holding: 463523 (+60)

12% more funds holding in top 10

Funds holding in top 10: 5157 (+6)

6.35% less ownership

Funds ownership: 118.26%111.91% (-6.4%)

9% less capital invested

Capital invested by funds: $8.2B → $7.49B (-$708M)

72% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $250M

Holders
523
Holders Change
+60
Holders Change %
+12.96%
% of All Funds
13.94%
Holding in Top 10
57
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.76%
% of All Funds
1.52%
New
95
Increased
218
Reduced
144
Closed
28
Calls
$69.9M
Puts
$250M
Net Calls
-$180M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
FSA
326
Financial Sense Advisors
California
$669K +$656K +32,374 New
CCM
327
Covington Capital Management
California
$667K +$6.08K +300 +0.9%
MC
328
Moors & Cabot
Massachusetts
$664K -$137K -6,764 -17%
AGM
329
Alpine Global Management
New York
$662K -$394K -19,424 -38%
Schroder Investment Management Group
330
Schroder Investment Management Group
United Kingdom
$662K -$182K -9,000 -22%
VC
331
Vicus Capital
Pennsylvania
$639K +$23.6K +1,162 +4%
EWM
332
Evercore Wealth Management
New York
$633K -$20.3K -1,000 -3%
AF
333
Arrow Financial
New York
$633K +$226K +11,160 +57%
SFWA
334
Summit Financial Wealth Advisors
Louisiana
$632K +$620K +30,570 New
TRCT
335
Tower Research Capital (TRC)
New York
$617K -$399K -19,662 -40%
OCM
336
Orleans Capital Management
Louisiana
$601K +$230K +11,350 +64%
WA
337
WFG Advisors
Texas
$600K +$20.3K +1,002 +4%
SI
338
Stephens Inc
Arkansas
$596K -$437K -21,536 -43%
SB
339
Suntrust Banks
Georgia
$592K +$13.6K +670 +2%
DP
340
Dearborn Partners
Illinois
$586K -$40.5K -2,000 -7%
VWM
341
Valley Wealth Managers
New Jersey
$586K -$13.1K -646 -2%
HFS
342
HL Financial Services
Kentucky
$583K +$103K +5,082 +22%
MC
343
Montag & Caldwell
Georgia
$570K +$187K +9,216 +50%
LCM
344
LVM Capital Management
Michigan
$564K -$13.2K -650 -2%
MCM
345
MAI Capital Management
Ohio
$563K +$553K +27,252 New
SI
346
Sprott Inc
Ontario, Canada
$554K +$32.4K +1,600 +6%
SCM
347
Schnieders Capital Management
California
$551K -$31.7K -1,562 -6%
PA
348
Pinnacle Associates
New York
$545K +$204K +10,060 +62%
IG
349
ING Group
Netherlands
$540K -$171K -8,412 -24%
William Blair & Company
350
William Blair & Company
Illinois
$530K +$21.3K +1,050 +4%

XLK Hedge Fund Activity: Q4 2014 in Review

523 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2014, worth a combined $7.49B — down 8.6% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLK positions and 28 closed out — a net gain of 67 holders — while 218 added to existing stakes and 144 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $151M. The largest seller was Goldman Sachs, cutting an estimated $1.07B.

  • 523 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2014, up from 463 in Q3 2014.
  • Funds reported $7.49B of State Street Technology Select Sector SPDR ETF stock for Q4 2014, down 8.6% quarter-over-quarter.
  • 95 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2014 and 28 closed out, a net change of +67 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2014 was Nomura Holdings, an estimated $151M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2014 was Goldman Sachs, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2014.