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State Street Technology Select Sector SPDR ETF

418 hedge funds and large institutions have $5.88B invested in State Street Technology Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 143 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 32

83% more call options, than puts

Call options by funds: $616M | Put options by funds: $337M

50% more funds holding in top 10

Funds holding in top 10: 2436 (+12)

25% more capital invested

Capital invested by funds: $4.71B → $5.88B (+$1.18B)

17% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 122

16% more funds holding

Funds holding: 361418 (+57)

8.93% more ownership

Funds ownership: 80.32%89.26% (+8.9%)

Holders
418
Holders Change
+57
Holders Change %
+15.79%
% of All Funds
12.13%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
1.04%
New
92
Increased
143
Reduced
122
Closed
32
Calls
$616M
Puts
$337M
Net Calls
+$279M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Strategic Point Investment Advisors
Rhode Island
$36.9M -$598K -35,298 -2%
WBG
27
Wharton Business Group
Pennsylvania
$36.5M +$582K +34,348 +2%
BA
28
BlackRock Advisors
Delaware
$36.2M
LPL Financial
29
LPL Financial
California
$35.9M +$1.34M +79,006 +4%
HI
30
Honeywell International
North Carolina
$30M +$28.5M +1,680,000 New
Connor, Clark & Lunn Investment Management (CC&L)
31
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$30M -$1.07M -63,200 -4%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$29.1M +$13M +767,026 +89%
VIA
33
Virtus Investment Advisers
Connecticut
$28.6M -$4.76M -280,638 -15%
SG
34
Swarthmore Group
Pennsylvania
$28M -$13.7M -808,200 -34%
Deutsche Bank
35
Deutsche Bank
Germany
$27.7M -$4.77M -281,448 -15%
GC
36
Guggenheim Capital
Illinois
$25.7M +$23.4M +1,383,284 +2,575%
CM
37
Churchill Management
California
$25.2M +$16.7M +983,190 +230%
SGI
38
Swan Global Investments
Colorado
$25.1M +$23.8M +1,404,832 New
SF
39
Synovus Financial
Georgia
$24.8M -$1.94M -114,702 -8%
MM
40
Main Management
California
$24.8M -$2.06M -121,744 -8%
ST
41
Spinnaker Trust
Maine
$24.7M +$117K +6,924 +0.5%
SHGA
42
Sand Hill Global Advisors
California
$24.3M -$10M -592,994 -30%
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$24.2M -$312K -18,432 -1%
MSU
44
Maple Securities USA
New Jersey
$22.9M -$15.4M -910,000 -41%
SLF
45
Sun Life Financial
Ontario, Canada
$20.8M +$15.5M +917,456 +373%
BHWM
46
Bar Harbor Wealth Management
New Hampshire
$19.3M -$256K -15,084 -1%
BNP Paribas Financial Markets
47
BNP Paribas Financial Markets
France
$17.8M -$76.8M -4,528,840 -82%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$17.8M +$2.96M +174,894 +21%
CHA
49
Cedar Hill Associates
Illinois
$17.7M +$479K +28,260 +3%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$16.7M +$15.8M +933,814 New

XLK Hedge Fund Activity: Q4 2013 in Review

418 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2013, worth a combined $5.88B — up 25% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLK positions and 32 closed out — a net gain of 60 holders — while 143 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $158M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $122M sold.

  • 418 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2013, up from 361 in Q3 2013.
  • Funds reported $5.88B of State Street Technology Select Sector SPDR ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 92 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2013 and 32 closed out, a net change of +60 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2013 was Goldman Sachs, an estimated $158M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2013 was Lockheed Martin Investment Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.