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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
CCMW
476
Cypress Capital Management (Wyoming)
Wyoming
$2.17M -$4.29K -76 -0.2%
SWA
477
Stratos Wealth Advisors
Ohio
$2.15M +$167K +2,964 +9%
TPCW
478
TD Private Client Wealth
New York
$2.15M -$87.5K -1,548 -4%
JWM
479
Jackson Wealth Management
Florida
$2.14M -$154K -2,722 -7%
AWA
480
Acorn Wealth Advisors
Michigan
$2.11M +$96.1K +1,700 +5%
GI
481
GAMCO Investors
Connecticut
$2.1M
MAM
482
Meeder Asset Management
Ohio
$2.1M +$145K +2,570 +8%
NR
483
Newfound Research
Massachusetts
$2.09M -$943K -16,686 -32%
TAM
484
Tocqueville Asset Management
New York
$2.07M -$22.6K -400 -1%
IAS
485
Investment Advisory Services
Texas
$2.04M -$18.4K -326 -0.9%
FUBT
486
First United Bank & Trust
Maryland
$2.03M +$212K +3,760 +12%
RWB
487
RMR Wealth Builders
New Jersey
$2.02M +$1.95M +34,584 New
OL
488
Optas LLC
Texas
$2.01M -$171K -3,032 -8%
FMP
489
Financial Management Professionals
Texas
$1.99M -$159K -2,806 -8%
BBNA
490
Bremer Bank National Association
Minnesota
$1.98M +$454K +8,032 +31%
ACM
491
AUA Capital Management
Pennsylvania
$1.97M +$240K +4,254 +14%
WJWM
492
Williams Jones Wealth Management
New York
$1.97M -$11.3K -200 -0.6%
CAG
493
Csenge Advisory Group
Florida
$1.97M +$648K +11,476 +51%
CWM
494
Cranbrook Wealth Management
Michigan
$1.96M -$47.6K -842 -2%
DCM
495
Donaldson Capital Management
Indiana
$1.95M -$155K -2,752 -8%
FLPIM
496
F.L. Putnam Investment Management
Massachusetts
$1.95M -$142K -2,522 -7%
DY
497
Dowling & Yahnke
California
$1.94M +$70.1K +1,240 +4%
BZWA
498
Blue Zone Wealth Advisors
California
$1.92M +$42.1K +746 +2%
DBIA
499
Dumont & Blake Investment Advisors
New Jersey
$1.92M +$118K +2,096 +7%
RC
500
Roundview Capital
New Jersey
$1.91M +$71.5K +1,266 +4%

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.