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State Street Technology Select Sector SPDR ETF

568 hedge funds and large institutions have $7.39B invested in State Street Technology Select Sector SPDR ETF in 2016 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 172 increasing their positions, 254 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding in top 10

Funds holding in top 10: 7580 (+5)

5.76% more ownership

Funds ownership: 106.87%112.63% (+5.8%)

1% more capital invested

Capital invested by funds: $7.32B → $7.39B (+$73.9M)

7% less call options, than puts

Call options by funds: $150M | Put options by funds: $162M

5% less funds holding

Funds holding: 595568 (-27)

26% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 77

32% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 254

Holders
568
Holders Change
-27
Holders Change %
-4.54%
% of All Funds
15.13%
Holding in Top 10
80
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+6.67%
% of All Funds
2.13%
New
57
Increased
172
Reduced
254
Closed
77
Calls
$150M
Puts
$162M
Net Calls
-$11.2M
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Change in
Stake
RCA
501
Rowland Carmichael Advisors
Arizona
$65K +$60.1K +2,910 New
FCCM
502
First City Capital Management
Georgia
$62.1K
SEI Investments
503
SEI Investments
Pennsylvania
$59K -$12.1K -586 -18%
SLF
504
Sun Life Financial
Ontario, Canada
$56.1K -$3.29M -159,390 -6%
IWMPD
505
Integrated Wealth Management (Palm Desert)
California
$53K -$2.6K -126 -5%
BWA
506
Burt Wealth Advisors
Maryland
$53K +$49.6K +2,400 New
LWA
507
Lenox Wealth Advisors
New York
$52K +$48.1K +2,330 New
BIM
508
BlackRock Investment Management
Delaware
$49K -$2.73K -132 -6%
FAM
509
Formidable Asset Management
Ohio
$45K -$24.2K -1,172 -36%
JIR
510
James Investment Research
Ohio
$44K
WAM
511
Wealthspire Advisors (Maryland)
Maryland
$44K
BKA
512
Brick & Kyle Associates
Pennsylvania
$43K
SIG
513
Stanford Investment Group
California
$43K
BAM
514
Barrett Asset Management
New York
$42K
HR
515
Howe & Rusling
New York
$41K +$11.7K +564 +44%
EDRS
516
Edmond de Rothschild (Suisse)
Switzerland
$40K
KTC
517
Kistler-Tiffany Companies
Pennsylvania
$40K
MIM
518
Macroview Investment Management
Maryland
$37K -$13.4K -650 -28%
WAS
519
WESPAC Advisors SoCal
California
$35.5K
PFSC
520
Peoples Financial Services Corp
Pennsylvania
$35K -$17.1K -830 -34%
MWP
521
MYCIO Wealth Partners
Pennsylvania
$35K
PMFA
522
Plante Moran Financial Advisors
Michigan
$35K
GI
523
Gradient Investments
Minnesota
$35K +$7.81K +378 +31%
SIM
524
Sonora Investment Management
Arizona
$34.8K
LWM
525
Lenox Wealth Management
Ohio
$31K

XLK Hedge Fund Activity: Q1 2016 in Review

568 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2016, worth a combined $7.39B — up 1% from $7.32B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of XLK and 57 opened new positions — a net loss of 20 holders — while 254 trimmed existing stakes and 172 added.

The largest buyer was Citigroup, adding an estimated $441M. The largest seller was Nomura Holdings, exiting entirely with an estimated $227M sold.

  • 568 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2016, down from 595 in Q4 2015.
  • Funds reported $7.39B of State Street Technology Select Sector SPDR ETF stock for Q1 2016, up 1% quarter-over-quarter.
  • 57 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2016 and 77 closed out, a net change of -20 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2016 was Citigroup, an estimated $441M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2016 was Nomura Holdings, an estimated $227M sold.

Based on aggregated 13F filings for Q1 2016.