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State Street Technology Select Sector SPDR ETF

686 hedge funds and large institutions have $10.5B invested in State Street Technology Select Sector SPDR ETF in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 253 increasing their positions, 230 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 41

26% more funds holding in top 10

Funds holding in top 10: 6886 (+18)

25% more capital invested

Capital invested by funds: $8.41B → $10.5B (+$2.07B)

10% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 230

8% more funds holding

Funds holding: 635686 (+51)

6.73% more ownership

Funds ownership: 118.33%125.06% (+6.7%)

66% less call options, than puts

Call options by funds: $307M | Put options by funds: $913M

Holders
686
Holders Change
+51
Holders Change %
+8.03%
% of All Funds
17.08%
Holding in Top 10
86
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+26.47%
% of All Funds
2.14%
New
99
Increased
253
Reduced
230
Closed
41
Calls
$307M
Puts
$913M
Net Calls
-$606M
Net Calls Change
+$73.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
476
Jacobus Wealth Management
Wisconsin
$469K
CTA
477
Chesley Taft & Associates
Illinois
$451K +$436K +16,914 New
SCM
478
Stellar Capital Management
Arizona
$446K +$111K +4,300 +35%
CAPTRUST Financial Advisors
479
CAPTRUST Financial Advisors
North Carolina
$443K +$219K +8,500 +105%
BL
480
BFSG LLC
California
$441K +$426K +16,544 New
GT
481
Greenleaf Trust
Michigan
$440K
HC
482
Hourglass Capital
Texas
$440K +$425K +16,508 New
IFB
483
iAB Financial Bank
Indiana
$434K +$410K +15,912 New
VWM
484
Valley Wealth Managers
New Jersey
$424K +$60.6K +2,350 +17%
CHJWM
485
Carlton Hofferkamp & Jenks Wealth Management
Texas
$421K
SEIA
486
Signature Estate & Investment Advisors
California
$416K +$35K +1,356 +10%
BTIS
487
BB&T Investment Services
North Carolina
$415K +$369K +14,306 +1,052%
WFWM
488
Wechter Feldman Wealth Management
New Jersey
$411K +$397K +15,420 New
EWM
489
Endurance Wealth Management
Rhode Island
$396K +$13.7K +530 +4%
AFS
490
Access Financial Services
Minnesota
$393K -$25.8K -1,000 -6%
EVM
491
Eaton Vance Management
Massachusetts
$392K +$20.6K +800 +6%
GLA
492
Good Life Advisors
Pennsylvania
$392K +$49K +1,900 +15%
AFP
493
Ausdal Financial Partners
Iowa
$389K +$6.44K +250 +2%
CCM
494
Consolidated Capital Management
California
$388K +$375K +14,554 New
WT
495
Washington Trust
Rhode Island
$387K
CB
496
Community Bank
New York
$385K
PWM
497
Perigon Wealth Management
California
$384K
AI
498
Atria Investments
North Carolina
$384K +$9.64K +374 +3%
Simplex Trading
499
Simplex Trading
Illinois
$382K +$370K +14,336 New
GIM
500
Goelzer Investment Management
Indiana
$375K -$10.7K -416 -3%

XLK Hedge Fund Activity: Q1 2017 in Review

686 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2017, worth a combined $10.5B — up 25% from $8.41B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new XLK positions and 41 closed out — a net gain of 58 holders — while 253 added to existing stakes and 230 trimmed.

The largest buyer was Barclays, adding an estimated $419M. The largest seller was Bank of America, cutting an estimated $143M.

  • 686 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2017, up from 635 in Q4 2016.
  • Funds reported $10.5B of State Street Technology Select Sector SPDR ETF stock for Q1 2017, up 25% quarter-over-quarter.
  • 99 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2017 and 41 closed out, a net change of +58 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2017 was Barclays, an estimated $419M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2017 was Bank of America, an estimated $143M sold.

Based on aggregated 13F filings for Q1 2017.