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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
WAS
501
WESPAC Advisors SoCal
California
$373K -$30.9K -1,200 -8%
MPWT
502
MassMutual Private Wealth & Trust
Connecticut
$373K -$77.5K -3,008 -18%
CWM
503
Circle Wealth Management
New Jersey
$368K +$51.5K +2,000 +17%
TSWM
504
Triangle Securities Wealth Management
North Carolina
$366K
Luther King Capital Management (LKCM)
505
Luther King Capital Management (LKCM)
Texas
$363K -$30.9K -1,200 -8%
BJ
506
Brouwer & Janachowski
California
$359K
WP
507
WealthPLAN Partners
Nebraska
$357K +$347K +13,468 New
GS
508
Girard Securities
California
$357K -$912K -35,390 -73%
EA
509
Elm Advisors
California
$355K
CFD
510
Creative Financial Designs
Indiana
$348K +$24.2K +938 +8%
SFWA
511
Summit Financial Wealth Advisors
Louisiana
$344K -$43.8K -1,700 -12%
IHL
512
Investment House LLC
California
$343K +$331K +12,860 New
HCM
513
Hall Capital Management
Rhode Island
$342K
Toronto Dominion Bank
514
Toronto Dominion Bank
Ontario, Canada
$341K +$50K +1,940 +18%
AWA
515
Arete Wealth Advisors
Illinois
$338K +$327K +12,684 New
ID
516
Integral Derivatives
New York
$333K +$322K +12,494 New
SFM
517
Stack Financial Management
Montana
$331K -$62.8K -2,436 -16%
CCT
518
Country Club Trust
Missouri
$329K -$52.6K -2,042 -14%
CL
519
Choreo LLC
Illinois
$326K +$2.06K +80 +0.7%
BAS
520
Brown Advisory Securities
Maryland
$319K +$58.5K +2,270 +23%
PAG
521
Private Advisory Group
Washington
$316K +$306K +11,862 New
ERIM
522
Eagle Ridge Investment Management
Connecticut
$315K
WT
523
Whittier Trust
California
$314K -$451K -17,512 -60%
IAA
524
Independent Advisor Alliance
North Carolina
$314K +$305K +11,832 New
LCM
525
LVM Capital Management
Michigan
$307K

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.