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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
EAMA
476
EFG Asset Management (Americas)
Florida
$41K +$40.5K +2,000 New
BKA
477
Brick & Kyle Associates
Pennsylvania
$40K +$39.5K +1,950 New
BAM
478
Barrett Asset Management
New York
$39K
BIM
479
BlackRock Investment Management
Delaware
$38K
CCS
480
Crosspoint Capital Strategies
California
$37K
KTC
481
Kistler-Tiffany Companies
Pennsylvania
$37K
MWP
482
MYCIO Wealth Partners
Pennsylvania
$33K
HR
483
Howe & Rusling
New York
$32K
SGC
484
South Georgia Capital
Illinois
$31K
VAM
485
Visionary Asset Management
Texas
$30K -$974K -48,060 -97%
WRM
486
Westport Resources Management
Connecticut
$30K -$142K -6,996 -83%
JFA
487
JNBA Financial Advisors
Minnesota
$30K +$29.4K +1,450 New
AFS
488
Aft Forsyth & Sober
Florida
$29K
TCOV
489
Trust Company of Vermont
Vermont
$28K +$9.45K +466 +52%
GGPS
490
Gary Goldberg Planning Services
New York
$27K +$4.05K +200 +18%
SIG
491
Stanford Investment Group
California
$23K +$22.7K +1,120 New
GWS
492
Glassman Wealth Services
Virginia
$20K +$19.7K +970 New
ANBT
493
American National Bank & Trust
Texas
$19K
ASN
494
Advisory Services Network
Georgia
$18K +$18.4K +908 New
IF
495
IRON Financial
Illinois
$17.1K +$1.68M +82,820 New
FWM
496
Focused Wealth Management
New York
$17K +$81 +4 +0.5%
WOC
497
West Oak Capital
California
$15.5K
ACS
498
Archford Capital Strategies
Illinois
$12K
FPFS
499
First Personal Financial Services
North Carolina
$12K +$11.9K +586 New
LFR
500
Lehman Financial Resources
Pennsylvania
$12K +$12.2K +600 New

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.