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State Street Technology Select Sector SPDR ETF

431 hedge funds and large institutions have $7.25B invested in State Street Technology Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 133

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

26.95% more ownership

Funds ownership: 89.26%116.21% (+27%)

23% more capital invested

Capital invested by funds: $5.88B → $7.25B (+$1.36B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

3% more funds holding

Funds holding: 418431 (+13)

14% less call options, than puts

Call options by funds: $200M | Put options by funds: $234M

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
12.45%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
54
Increased
180
Reduced
133
Closed
41
Calls
$200M
Puts
$234M
Net Calls
-$33.6M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
EAMA
401
EFG Asset Management (Americas)
Florida
$33K +$32.8K +1,834 New
CCS
402
Crosspoint Capital Strategies
California
$32K
HCC
403
Hirtle Callaghan & Co
Pennsylvania
$31K
EWM
404
Edge Wealth Management
New York
$30K +$143 +8 +0.5%
MWP
405
MYCIO Wealth Partners
Pennsylvania
$29K +$28.6K +1,600 New
CLOS
406
Compagnie Lombard Odier SCmA
Switzerland
$27K
SGC
407
South Georgia Capital
Illinois
$27K +$26.8K +1,500 New
AFS
408
Aft Forsyth & Sober
Florida
$25K
WAM
409
Wolverine Asset Management
Illinois
$25K +$3.57K +200 +17%
S
410
SignatureFD
Georgia
$25K +$6.32K +354 +35%
TCOV
411
Trust Company of Vermont
Vermont
$24K +$16.1K +900 +225%
DADC
412
D.A. Davidson & Co
Montana
$22K
CFA
413
Camarda Financial Advisors
Florida
$21K +$20.7K +1,160 New
GGPS
414
Gary Goldberg Planning Services
New York
$20K +$8.39K +470 +73%
OFS
415
Orrstown Financial Services
Pennsylvania
$18K
RFA
416
Reilly Financial Advisors
California
$16K +$13.1K +734 +442%
HDIM
417
Hanson & Doremus Investment Management
Vermont
$15K
WF
418
WealthTrust Fairport
Ohio
$15K
FWM
419
Focused Wealth Management
New York
$15K +$107 +6 +0.7%
WOC
420
West Oak Capital
California
$13.6K
KCPG
421
Kavar Capital Partners Group
Kansas
$11K
ACS
422
Archford Capital Strategies
Illinois
$10.7K +$10.5K +586 New
HFM
423
Hartford Financial Management
Connecticut
$7K
TF
424
Trutina Financial
Washington
$7K +$7.14K +400 New
BBHC
425
Brown Brothers Harriman & Co
New York
$7K +$7.21K +404 New

XLK Hedge Fund Activity: Q1 2014 in Review

431 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2014, worth a combined $7.25B — up 23% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XLK positions and 41 closed out — a net gain of 13 holders — while 180 added to existing stakes and 133 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $501M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $52.4M sold.

  • 431 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2014, up from 418 in Q4 2013.
  • Funds reported $7.25B of State Street Technology Select Sector SPDR ETF stock for Q1 2014, up 23% quarter-over-quarter.
  • 54 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2014 and 41 closed out, a net change of +13 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $501M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2014 was State of Tennessee, Department of Treasury, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2014.