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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
TW
401
Transform Wealth
Colorado
$3.06M -$2.6M -46,090 -47%
MFG
402
Magnus Financial Group
New York
$3.03M -$273K -4,838 -9%
JIC
403
Johnson Investment Counsel
Ohio
$3M -$167K -2,948 -5%
BOM
404
Bank of Marin
California
$3M +$85K +1,504 +3%
SDAM
405
Shulman DeMeo Asset Management
New York
$3M +$87.2K +1,544 +3%
KPWS
406
Kestra Private Wealth Services
Texas
$2.99M +$2.9M +51,254 New
PCA
407
Personal Capital Advisors
California
$2.98M +$1.39M +24,686 +94%
PSUF
408
People's United Financial
Connecticut
$2.95M -$168K -2,968 -6%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$2.92M -$39K -690 -1%
Marshall Wace
410
Marshall Wace
United Kingdom
$2.87M -$2.5M -44,266 -47%
LWM
411
Loveless Wealth Management
Montana
$2.86M +$233K +4,128 +9%
AIM
412
Acropolis Investment Management
Missouri
$2.85M +$30.5K +540 +1%
CHC
413
City Holding Co
West Virginia
$2.84M +$105K +1,856 +4%
VFA
414
Valeo Financial Advisors
Indiana
$2.82M -$534K -9,456 -16%
WB
415
Webster Bank
Connecticut
$2.82M +$6.33K +112 +0.2%
HIIFS
416
Harel Insurance Investments & Financial Services
Israel
$2.81M -$31.9M -565,130 -92%
1IA
417
1834 Investment Advisors
Wisconsin
$2.81M -$121K -2,134 -4%
Brown Advisory
418
Brown Advisory
Maryland
$2.81M -$28.4K -502 -1%
NB
419
NBT Bank
New York
$2.81M -$150K -2,650 -5%
CAM
420
CenterStar Asset Management
Illinois
$2.8M
IFG
421
Independent Financial Group
California
$2.79M +$566K +10,026 +27%
CWA
422
Clarus Wealth Advisors
Arizona
$2.77M +$141K +2,492 +5%
Belvedere Trading
423
Belvedere Trading
Illinois
$2.75M +$2.67M +47,200 New
Franklin Resources
424
Franklin Resources
California
$2.75M +$866K +15,334 +48%
LG
425
Leuthold Group
Minnesota
$2.74M +$610K +10,788 +30%

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.