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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
RIA
351
Regal Investment Advisors
Michigan
$529K +$2.11K +104 +0.4%
SCG
352
Sonata Capital Group
Washington
$523K +$513K +25,310 New
BCFS
353
Butensky & Cohen Financial Security
Florida
$519K +$508K +25,080 New
CIM
354
Cambria Investment Management
California
$516K +$506K +24,980 New
DIA
355
Denver Investment Advisors
Colorado
$511K +$17.6K +868 +4%
MRCM
356
M&R Capital Management
New Jersey
$509K
MIP
357
Marietta Investment Partners
Wisconsin
$485K
GW
358
GW & Wade
Massachusetts
$484K
MC
359
Mathes Company
New York
$480K -$14.2K -700 -3%
BWM
360
Braver Wealth Management
Massachusetts
$475K -$731K -36,034 -61%
KFC
361
Klingenstein Fields & Co
New York
$474K +$465K +22,930 New
RJT
362
Raymond James Trust
Florida
$465K +$7.1K +350 +2%
Luther King Capital Management (LKCM)
363
Luther King Capital Management (LKCM)
Texas
$461K -$7.3K -360 -2%
Ninety One (UK)
364
Ninety One (UK)
United Kingdom
$460K +$43.6K +2,150 +11%
LS
365
Lattice Strategies
Pennsylvania
$459K
JFGIW
366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$457K +$363K +17,920 +427%
BCA
367
Bray Capital Advisors
Florida
$453K +$444K +21,892 New
FMC
368
First Merchants Corp
Indiana
$451K
NES
369
New England Securities
New York
$448K +$71.3K +3,516 +19%
DSAM
370
Dock Street Asset Management
Florida
$444K +$436K +21,480 New
FWM
371
Frontier Wealth Management
Missouri
$423K +$414K +20,440 New
CC
372
Courier Capital
New York
$416K
SBH
373
Segall Bryant & Hamill
Illinois
$408K
DSC
374
Duncker Streett & Co
Missouri
$404K -$45.3K -2,232 -10%
LCS
375
Levin Capital Strategies
New York
$403K

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.