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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
GCA
451
Greenwood Capital Associates
South Carolina
$2.44M -$1.54M -27,336 -39%
RJT
452
Raymond James Trust
Florida
$2.44M +$65.5K +1,160 +3%
EWM
453
EPG Wealth Management
Georgia
$2.43M -$710K -12,570 -23%
Fisher Asset Management
454
Fisher Asset Management
Washington
$2.42M -$79.2K -1,402 -3%
Bank Julius Baer & Co
455
Bank Julius Baer & Co
Switzerland
$2.42M +$1.96M +34,776 +511%
AF
456
Arrow Financial
New York
$2.4M -$571K -10,100 -20%
MA
457
MUFG Americas
New York
$2.4M +$3.73K +66 +0.2%
BAAM
458
Baker Avenue Asset Management
California
$2.37M +$2.37K +42 +0.1%
AWM
459
Avitas Wealth Management
California
$2.36M -$264K -4,678 -10%
SCM
460
Southport Capital Management
Tennessee
$2.35M +$22.9K +406 +1%
IA
461
IFG Advisory
Georgia
$2.35M +$763K +13,504 +51%
Kovitz Investment Group Partners
462
Kovitz Investment Group Partners
Illinois
$2.29M
EAM
463
Evanson Asset Management
California
$2.29M -$63.1K -1,116 -3%
PP
464
Patten & Patten
Tennessee
$2.29M -$116K -2,048 -5%
BP
465
Ballentine Partners
Massachusetts
$2.29M
HC
466
Hourglass Capital
Texas
$2.27M +$293K +5,180 +15%
KFC
467
Klingenstein Fields & Co
New York
$2.27M -$551K -9,750 -20%
GRP
468
Global Retirement Partners
California
$2.25M -$126K -2,230 -5%
SP
469
Successful Portfolios
Florida
$2.23M -$28.5K -504 -1%
CAM
470
Concorde Asset Management
Michigan
$2.23M +$662K +11,716 +44%
FFM
471
Fullerton Fund Management
Singapore
$2.21M -$185K -3,280 -8%
IFWM
472
Institute for Wealth Management
Colorado
$2.2M -$75.7K -1,340 -3%
CC
473
Chanos & Company
New York
$2.18M -$93.3K -1,652 -4%
BCM
474
Brookstone Capital Management
Illinois
$2.17M -$1.79M -31,670 -46%
BWP
475
Bernardo Wealth Planning
Pennsylvania
$2.17M +$224K +3,962 +12%

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.