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State Street Technology Select Sector SPDR ETF

686 hedge funds and large institutions have $10.5B invested in State Street Technology Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 41

26% more funds holding in top 10

Funds holding in top 10: 6886 (+18)

25% more capital invested

Capital invested by funds: $8.41B → $10.5B (+$2.07B)

10% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 230

8% more funds holding

Funds holding: 635686 (+51)

6.73% more ownership

Funds ownership: 118.33%125.06% (+6.7%)

66% less call options, than puts

Call options by funds: $307M | Put options by funds: $913M

Holders
686
Holders Change
+51
Holders Change %
+8.03%
% of All Funds
17.08%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
2.14%
New
99
Increased
253
Reduced
230
Closed
41
Calls
$307M
Puts
$913M
Net Calls
-$606M
Net Calls Change
+$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EP
426
Edgestream Partners
New Jersey
$756K +$380K +14,762 +109%
BCFS
427
Butensky & Cohen Financial Security
Florida
$748K -$5.41K -210 -0.7%
PAS
428
Partnervest Advisory Services
California
$747K -$122K -4,738 -14%
DWM
429
Dorchester Wealth Management
Quebec, Canada
$745K -$25.8K -1,000 -3%
FTI
430
Fiduciary Trust International
Massachusetts
$744K +$1.13K +44 +0.2%
BWL
431
Bogart Wealth LLC
Virginia
$741K +$86.2K +3,344 +14%
NFG
432
Next Financial Group
Texas
$720K -$358K -13,890 -34%
CCM
433
Covington Capital Management
California
$713K -$38.7K -1,500 -5%
KIG
434
Kessler Investment Group
Indiana
$712K -$16.6K -646 -2%
GA
435
Geneva Advisors
Illinois
$709K +$129K +5,020 +23%
NSIM
436
North Star Investment Management
Illinois
$700K -$82.4K -3,196 -11%
ASN
437
Advisory Services Network
Georgia
$700K +$677K +26,260 New
HB
438
Homrich & Berg
Georgia
$670K -$54.1K -2,098 -8%
CIM
439
Contravisory Investment Management
Massachusetts
$660K +$4.17K +162 +0.7%
MBTD
440
Mechanics Bank - Trust Department
California
$657K
MSAM
441
Moloney Securities Asset Management
Missouri
$652K +$7.94K +308 +1%
RWA
442
RGT Wealth Advisors
Texas
$650K +$629K +24,400 New
FHAM
443
Folger Hill Asset Management
New York
$649K +$628K +24,362 New
CFA
444
Carroll Financial Associates
North Carolina
$640K
DIA
445
Denver Investment Advisors
Colorado
$622K
LA
446
Lynch & Associates
Indiana
$616K
SCG
447
Sonata Capital Group
Washington
$611K
IH
448
IFC Holdings
Florida
$611K +$239K +9,268 +68%
FHA
449
Flagship Harbor Advisors
Massachusetts
$605K +$101K +3,902 +21%
AA
450
Ancora Advisors
Ohio
$593K +$24.5K +950 +4%

XLK Hedge Fund Activity: Q1 2017 in Review

686 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2017, worth a combined $10.5B — up 25% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XLK positions and 41 closed out — a net gain of 58 holders — while 253 added to existing stakes and 230 trimmed.

The largest buyer was Barclays, adding an estimated $419M. The largest seller was Bank of America, cutting an estimated $143M.

  • 686 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2017, up from 635 in Q4 2016.
  • Funds reported $10.5B of State Street Technology Select Sector SPDR ETF stock for Q1 2017, up 25% quarter-over-quarter.
  • 99 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2017 and 41 closed out, a net change of +58 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $419M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2017.