We are live on ! Find out more
XLK icon

State Street Technology Select Sector SPDR ETF

568 hedge funds and large institutions have $7.39B invested in State Street Technology Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 254 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 7580 (+5)

5.76% more ownership

Funds ownership: 106.87%112.63% (+5.8%)

1% more capital invested

Capital invested by funds: $7.32B → $7.39B (+$73.9M)

7% less call options, than puts

Call options by funds: $150M | Put options by funds: $162M

5% less funds holding

Funds holding: 595568 (-27)

26% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 77

32% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 254

Holders
568
Holders Change
-27
Holders Change %
-4.54%
% of All Funds
15.13%
Holding in Top 10
80
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.67%
% of All Funds
2.13%
New
57
Increased
172
Reduced
254
Closed
77
Calls
$150M
Puts
$162M
Net Calls
-$11.2M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
GIA
451
Granite Investment Advisors
New Hampshire
$231K -$4.34K -210 -2%
SYBT
452
Stock Yards Bank & Trust
Kentucky
$229K -$28.1K -1,358 -12%
NFC
453
Northeast Financial Consultants
Connecticut
$228K -$53.7K -2,600 -20%
SFM
454
Stack Financial Management
Montana
$225K -$92.2K -4,460 -31%
BP
455
Ballentine Partners
Massachusetts
$225K
SIM
456
Sterling Investment Management
Arizona
$225K +$210K +10,162 New
SFSG
457
Stearns Financial Services Group
North Carolina
$223K +$208K +10,064 New
LPT
458
Legacy Private Trust
Wisconsin
$222K -$9.63K -466 -4%
PAM
459
Peak Asset Management
Colorado
$222K
DA
460
DSC Advisors
Illinois
$222K +$207K +10,018 New
TAM
461
Tocqueville Asset Management
New York
$217K -$28.9K -1,400 -12%
EWA
462
EP Wealth Advisors
California
$216K -$1.08M -52,224 -84%
IH
463
IFC Holdings
Florida
$215K +$202K +9,760 New
PFPT
464
Pinnacle Financial Partners (Tennessee)
Tennessee
$213K -$237K -11,448 -54%
CPO
465
Cerity Partners OCIO
New York
$212K -$12K -582 -6%
AEPG
466
American Economic Planning Group
New Jersey
$211K +$992 +48 +0.5%
WF
467
Welch & Forbes
Massachusetts
$210K -$67.2K -3,250 -26%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$208K
JCM
469
Jag Capital Management
Missouri
$206K -$2.27K -110 -1%
FHC
470
First Heartland Consultants
Missouri
$204K -$23.6K -1,144 -11%
SCM
471
Summit Capital Management
Washington
$203K -$83.7K -4,052 -31%
HFS
472
HL Financial Services
Kentucky
$202K -$4.79M -231,654 -96%
Carson Wealth (CWM LLC)
473
Carson Wealth (CWM LLC)
Nebraska
$197K -$1.11M -53,758 -86%
IPC
474
Independent Portfolio Consultants
Florida
$185K -$18.4K -890 -10%
PG
475
Patten Group
Tennessee
$180K +$5.62K +272 +3%

XLK Hedge Fund Activity: Q1 2016 in Review

568 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2016, worth a combined $7.39B — up 1% from $7.32B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of XLK and 57 opened new positions — a net loss of 20 holders — while 254 trimmed existing stakes and 172 added.

The largest buyer was Citigroup, adding an estimated $441M. The largest seller was Nomura Holdings, exiting entirely with an estimated $227M sold.

  • 568 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2016, down from 595 in Q4 2015.
  • Funds reported $7.39B of State Street Technology Select Sector SPDR ETF stock for Q1 2016, up 1% quarter-over-quarter.
  • 57 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2016 and 77 closed out, a net change of -20 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2016 was Citigroup, an estimated $441M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2016 was Nomura Holdings, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2016.