We are live on ! Find out more
XLK icon

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
HB
501
Homrich & Berg
Georgia
$1.9M +$61K +1,080 +3%
MRCM
502
M&R Capital Management
New Jersey
$1.87M +$113 +2 +0%
Cerity Partners
503
Cerity Partners
New York
$1.86M +$48.8K +864 +3%
PBT
504
Pictet Bank & Trust
Bahamas
$1.83M
PSF
505
Pacific Sun Financial
California
$1.83M +$71.8K +1,270 +4%
BCFS
506
Butensky & Cohen Financial Security
Florida
$1.83M -$72.1K -1,276 -4%
WA
507
Wealth Advisors
California
$1.82M +$788K +13,942 +83%
TRCT
508
Tower Research Capital (TRC)
New York
$1.79M -$1.21M -21,412 -41%
BMCM
509
Bryn Mawr Capital Management
Pennsylvania
$1.79M +$233K +4,132 +16%
OIA
510
OneDigital Investment Advisors
Kansas
$1.78M +$29.4K +520 +2%
LWM
511
Laidlaw Wealth Management
New York
$1.77M +$289K +5,118 +20%
WP
512
WealthShield Partners
North Carolina
$1.77M +$132K +2,330 +8%
PI
513
PineBridge Investments
New York
$1.76M
KMWM
514
Keudell/Morrison Wealth Management
Oregon
$1.76M -$22.6K -400 -1%
FCH
515
Freestone Capital Holdings
Washington
$1.75M -$304K -5,376 -15%
NM
516
NWI Management
New York
$1.75M -$3.16M -56,000 -65%
JSMC
517
Jess S. Morgan & Co
California
$1.75M -$147K -2,602 -8%
CAM
518
Cresset Asset Management
Illinois
$1.73M -$308K -5,446 -16%
BFWA
519
Benchmark Financial Wealth Advisors
Florida
$1.71M +$308K +5,460 +23%
CT
520
Caldwell Trust
Florida
$1.7M -$174K -3,078 -10%
CA
521
Cornerstone Advisory
Maryland
$1.7M -$170K -3,000 -9%
SIA
522
Soltis Investment Advisors
Utah
$1.7M +$1.64M +29,070 New
FA
523
Fagan Associates
New York
$1.68M -$69K -1,222 -4%
AIA
524
Armor Investment Advisors
North Carolina
$1.68M -$67.5K -1,194 -4%
LC
525
LCNB Corp
Ohio
$1.66M

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.