We are live on ! Find out more
XLK icon

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
M
451
MOTCO
Texas
$131K
WTC
452
WhitTier Trust Company
Nevada
$130K
HPBT
453
High Point Bank & Trust
North Carolina
$124K
HFM
454
Hartford Financial Management
Connecticut
$116K +$106K +5,230 +1,308%
BBHC
455
Brown Brothers Harriman & Co
New York
$105K +$62.4K +3,080 +154%
EWM
456
Edge Wealth Management
New York
$105K +$86.3K +4,254 +516%
BBPWM
457
Blue Bell Private Wealth Management
Pennsylvania
$102K -$14.2K -700 -12%
KPCM
458
Kings Point Capital Management
New York
$97K
VIA
459
Vantage Investment Advisors
Pennsylvania
$94K +$35K +1,724 +62%
FCCM
460
First City Capital Management
Georgia
$92.2K +$90.4K +4,460 New
OSNBOA
461
Old Second National Bank of Aurora
Illinois
$90K
HDIM
462
Hanson & Doremus Investment Management
Vermont
$76K
CIM
463
Contravisory Investment Management
Massachusetts
$76K +$50.7K +2,500 +208%
CLOS
464
Compagnie Lombard Odier SCmA
Switzerland
$73K +$17.2K +850 +31%
IC
465
Intersect Capital
California
$66K +$64.6K +3,186 New
FAM
466
Formidable Asset Management
Ohio
$62K
BKBG
467
BHF Kleinwort Benson Group
Belgium
$62K +$14.8K +730 +32%
VSWA
468
Vontobel Swiss Wealth Advisors
Switzerland
$62K +$60.8K +3,000 New
KT
469
Kanaly Trust
Texas
$61K -$178K -8,778 -75%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$58K +$38.1K +1,878 +199%
GI
471
Gradient Investments
Minnesota
$50K -$16.2K -800 -25%
LNB
472
Ledyard National Bank
$50K
JIC
473
Joel Isaacson & Co
New York
$48K +$243 +12 +0.5%
DADC
474
D.A. Davidson & Co
Montana
$43K +$16.8K +830 +66%
JIR
475
James Investment Research
Ohio
$41K

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.