We are live on ! Find out more
XLK icon

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
TIM
501
Tortoise Investment Management
New York
$9K +$8.56K +422 New
BRWA
502
B. Riley Wealth Advisors
Florida
$8.03K +$825K +40,696 +94%
AA
503
Apriem Advisors
California
$8K +$4.05K +200 +100%
First Manhattan
504
First Manhattan
New York
$7K
CFSG
505
Community Financial Services Group
Vermont
$6K +$5.68K +280 New
W
506
Wealthfront
California
$5K -$2.88K -142 -38%
Bessemer Group
507
Bessemer Group
New Jersey
$5K
ST
508
Smithfield Trust
Pennsylvania
$5K
CFA
509
Carroll Financial Associates
North Carolina
$4K -$391K -19,276 -99%
AC
510
Alexandria Capital
Virginia
$4K +$41 +2 +1%
WF
511
WealthTrust Fairport
Ohio
$4K +$3.69K +182 New
NMIS
512
Northwestern Mutual Investment Services
Wisconsin
$4K +$3.73K +184 New
BCM
513
Blume Capital Management
California
$4K +$4.05K +200 New
Manulife (Manufacturers Life Insurance)
514
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.78K +$245K +12,060 +7%
NG
515
NatWest Group
United Kingdom
$3.75K -$4.63M -228,132 -56%
MIM
516
Macroview Investment Management
Maryland
$3K
PCTC
517
Perkins Coie Trust Company
Washington
$3K
PMFA
518
Plante Moran Financial Advisors
Michigan
$3K +$2.68K +132 New
UFA
519
US Financial Advisors
Massachusetts
$3K +$2.68K +132 New
LWA
520
Lowe Wealth Advisors
Maryland
$3K +$3.08K +152 New
BPM
521
Bowling Portfolio Management
Ohio
$2.91K +$2.86M +140,958 New
Rafferty Asset Management
522
Rafferty Asset Management
New York
-$35.9M -1,800,000 Closed
MCM
523
Moore Capital Management
New York
-$26.4M -1,322,000 Closed
MLL
524
Moody Lynn & Lieberson
Massachusetts
-$15.4M -771,118 Closed
AA
525
ALPS Advisors
Colorado
-$14.9M -748,766 Closed

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.