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State Street Technology Select Sector SPDR ETF

1,229 hedge funds and large institutions have $18B invested in State Street Technology Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 376 increasing their positions, 548 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

3% more funds holding

Funds holding: 1,1901,229 (+39)

1% more funds holding in top 10

Funds holding in top 10: 149150 (+1)

1.07% less ownership

Funds ownership: 107.52%106.44% (-1.1%)

28% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $2.07B

31% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 548

Holders
1,229
Holders Change
+39
Holders Change %
+3.28%
% of All Funds
24.8%
Holding in Top 10
150
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.67%
% of All Funds
3.03%
New
121
Increased
376
Reduced
548
Closed
65
Calls
$1.5B
Puts
$2.07B
Net Calls
-$576M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
376
Grassi Investment Management
California
$3.39M -$97.2K -1,720 -3%
BRWM
377
B. Riley Wealth Management
Tennessee
$3.39M +$116K +2,054 +4%
FIA
378
Foundations Investment Advisors
Arizona
$3.36M -$669K -11,832 -17%
RFO
379
RiverGlades Family Offices
Florida
$3.34M -$10.7K -190 -0.3%
WCM
380
Windsor Capital Management
Arizona
$3.32M -$251K -4,436 -7%
PT
381
Plimoth Trust
Massachusetts
$3.32M -$385K -6,814 -11%
MWM
382
Mattern Wealth Management
Kansas
$3.32M +$825K +14,602 +35%
PFT
383
Providence First Trust
Arizona
$3.31M -$593K -10,490 -16%
AAM
384
Ameraudi Asset Management
New York
$3.3M -$1.33M -23,566 -29%
JWBC
385
J.W. Burns & Co
New York
$3.3M -$20.3K -360 -0.6%
LRPA
386
L. Roy Papp & Associates
Arizona
$3.29M -$281K -4,970 -8%
LFAS
387
Level Four Advisory Services
Texas
$3.29M -$396K -7,016 -11%
NCM
388
Narwhal Capital Management
Georgia
$3.28M -$114K -2,010 -3%
FDCC
389
Foster Dykema Cabot & Co
Massachusetts
$3.27M
CTC
390
Central Trust Company
Missouri
$3.25M +$74.8K +1,324 +2%
KC
391
Kepos Capital
New York
$3.24M -$1.48M -26,230 -32%
MC
392
Mathes Company
New York
$3.24M +$11.3K +200 +0.4%
SFS
393
Sowell Financial Services
Arkansas
$3.2M -$441K -7,808 -12%
Northwestern Mutual Wealth Management
394
Northwestern Mutual Wealth Management
Wisconsin
$3.17M +$82.3K +1,456 +3%
WS
395
Wedbush Securities
California
$3.14M -$18.3K -324 -0.6%
EWM
396
Evercore Wealth Management
New York
$3.13M -$9.15K -162 -0.3%
AFM
397
Abbot Financial Management
Massachusetts
$3.11M -$5.65K -100 -0.2%
BCM
398
Boltwood Capital Management
California
$3.1M -$326K -5,772 -10%
H
399
HoyleCohen
California
$3.08M -$438K -7,750 -13%
WA
400
Winfield Associates
Ohio
$3.08M +$43.8K +776 +1%

XLK Hedge Fund Activity: Q3 2020 in Review

1,229 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2020, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new XLK positions and 65 closed out — a net gain of 56 holders — while 376 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $182M.

  • 1,229 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2020, up from 1,190 in Q2 2020.
  • Funds reported $18B of State Street Technology Select Sector SPDR ETF stock for Q3 2020, up 9% quarter-over-quarter.
  • 121 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2020 and 65 closed out, a net change of +56 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2020 was Morgan Stanley, an estimated $185M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2020 was Provida Pension Fund Administrator, an estimated $182M sold.

Based on aggregated 13F filings for Q3 2020.