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State Street Technology Select Sector SPDR ETF

595 hedge funds and large institutions have $7.32B invested in State Street Technology Select Sector SPDR ETF in 2015 Q4 according to their latest regulatory filings, with 125 funds opening new positions, 238 increasing their positions, 151 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more first-time investments, than exits

New positions opened: 125 | Existing positions closed: 40

67% more funds holding in top 10

Funds holding in top 10: 4575 (+30)

58% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 151

23% more capital invested

Capital invested by funds: $5.93B → $7.32B (+$1.39B)

16% more funds holding

Funds holding: 513595 (+82)

3.33% more ownership

Funds ownership: 103.54%106.87% (+3.3%)

4% less call options, than puts

Call options by funds: $212M | Put options by funds: $221M

Holders
595
Holders Change
+82
Holders Change %
+15.98%
% of All Funds
15.61%
Holding in Top 10
75
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+66.67%
% of All Funds
1.97%
New
125
Increased
238
Reduced
151
Closed
40
Calls
$212M
Puts
$221M
Net Calls
-$9.36M
Net Calls Change
+$84.7M
Name Holding Trade Value Shares
Change
Change in
Stake
VFAM
501
Valley Forge Asset Management
Pennsylvania
$201K +$202K +9,400 New
IPC
502
Independent Portfolio Consultants
Florida
$198K
PG
503
Patten Group
Tennessee
$168K +$86 +4 +0.1%
APSP
504
Asset Planning Services (Pennsylvania)
Pennsylvania
$168K +$818 +38 +0.5%
ACP
505
Aviance Capital Partners
Florida
$164K -$107K -4,954 -39%
LIA
506
LS Investment Advisors
Michigan
$161K +$345 +16 +0.2%
HPBT
507
High Point Bank & Trust
North Carolina
$156K
CF
508
CenterStar Fund
Illinois
$152K
EDRE
509
Edmond de Rothschild (Europe)
Luxembourg
$144K
LWCFA
510
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$141K +$142K +6,600 New
CAL
511
Capital Advisors Ltd
Ohio
$136K
WTC
512
WhitTier Trust Company
Nevada
$135K
KPCM
513
Kings Point Capital Management
New York
$122K
Bessemer Group
514
Bessemer Group
New Jersey
$118K +$50.9K +2,364 +75%
BCM
515
Beck Capital Management
Texas
$117K +$118K +5,488 New
TFA
516
Transamerica Financial Advisors
Florida
$115K -$3.88K -180 -3%
MAM
517
Meeder Asset Management
Ohio
$107K +$36.4K +1,692 +51%
BBPWM
518
Blue Bell Private Wealth Management
Pennsylvania
$106K
FNBT
519
FineMark National Bank & Trust
Florida
$102K -$34.4K -1,598 -25%
OSNBOA
520
Old Second National Bank of Aurora
Illinois
$94K
WCM
521
Wealthcare Capital Management
Virginia
$93K -$79.9K -3,712 -46%
KA
522
Klingman & Associates
New York
$91K
TC
523
Trust Company
Kansas
$90.4K -$11.5K -532 -11%
VIA
524
Vantage Investment Advisors
Pennsylvania
$90K
DADC
525
D.A. Davidson & Co
Montana
$89K

XLK Hedge Fund Activity: Q4 2015 in Review

595 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2015, worth a combined $7.32B — up 23% from $5.93B a quarter earlier.

Buyers outnumbered sellers: 125 funds opened new XLK positions and 40 closed out — a net gain of 85 holders — while 238 added to existing stakes and 151 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $216M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $466M.

  • 595 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2015, up from 513 in Q3 2015.
  • Funds reported $7.32B of State Street Technology Select Sector SPDR ETF stock for Q4 2015, up 23% quarter-over-quarter.
  • 125 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2015 and 40 closed out, a net change of +85 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2015 was Nomura Holdings, an estimated $216M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2015 was Provida Pension Fund Administrator, an estimated $466M sold.

Based on aggregated 13F filings for Q4 2015.