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Technology Select Sector SPDR Fund
XLK

Overview Fund Activity

1,567 hedge funds and large institutions have $24.2B invested in Technology Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 490 increasing their positions, 643 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,567
Holders Change
+53
Holders Change %
+3.5%
% of All Funds
25.08%
Holding in Top 10
157
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+16.3%
% of All Funds
2.51%
New
175
Increased
490
Reduced
643
Closed
93
Calls
$1.65B
Puts
$2.41B
Net Calls
-$755M
Net Calls Change
-$151M

Top Buyers

1
Barclays
Barclays
United Kingdom
+$166M
2
CM
Churchill Management
California
+$84.5M
3
IWC
Integrated Wealth Concepts
Massachusetts
+$60.8M
4
Millennium Management
Millennium Management
New York
+$56M
5
BA
Bellwether Advisors
Nebraska
+$51M

Top Sellers

1
WA
WestEnd Advisors
North Carolina
-$358M
2
Bank of America
Bank of America
North Carolina
-$231M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$211M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$198M
5
HIMCH
Hartford Investment Management Co (HIMCO)
Connecticut
-$193M
Name Holding Trade Value Shares
Change 		Shares
Change %
VFM
501
Valley Financial Management
New York
$2.87M +$1.25M +8,272 +77%
LPT
502
Legacy Private Trust
Wisconsin
$2.87M +$2.45M +16,225 +589%
SFM
503
Signet Financial Management
New Jersey
$2.87M -$1.16M -7,698 -29%
PWM
504
Peterson Wealth Management
Nevada
$2.86M -$23.4K -155 -0.8%
FFP
505
Forbes Financial Planning
Rhode Island
$2.84M -$732K -4,846 -21%
JWA
506
JFS Wealth Advisors
Pennsylvania
$2.82M -$81.1K -537 -3%
LA
507
Legacy Advisors
Pennsylvania
$2.82M -$255K -1,688 -8%
FEM
508
Fulcrum Equity Management
Texas
$2.82M -$253K -1,677 -8%
ACM
509
AUA Capital Management
Pennsylvania
$2.8M – – –
SLFPAM
510
St. Louis Financial Planners Asset Management
Missouri
$2.8M +$2.8M +18,539 New
JIP
511
Jaffetilchin Investment Partners
Florida
$2.8M -$1.33M -8,823 -32%
AWA
512
Acorn Wealth Advisors
Michigan
$2.8M -$19.5K -129 -0.7%
RF
513
Rollins Financial
Georgia
$2.79M +$34.6K +229 +1%
SDAM
514
Shulman DeMeo Asset Management
New York
$2.78M -$36.4K -241 -1%
SP
515
Successful Portfolios
Florida
$2.77M -$35.9K -238 -1%
DWP
516
Destiny Wealth Partners
Florida
$2.75M +$286K +1,896 +12%
IC
517
IEQ Capital
California
$2.71M -$138K -911 -5%
PWM
518
Perigon Wealth Management
California
$2.71M -$65.4K -433 -2%
AWM
519
Axxcess Wealth Management
California
$2.69M +$1.14M +7,560 +74%
CFG
520
Citizens Financial Group
Rhode Island
$2.68M -$272K -1,804 -9%
CA
521
Calton & Associates
Florida
$2.66M -$170K -1,128 -6%
JE
522
JMAC Enterprises
Pennsylvania
$2.66M -$769K -5,092 -22%
DBRC
523
D.B. Root & Company
Pennsylvania
$2.65M -$183K -1,215 -6%
Wealth Enhancement Advisory Services
524
Wealth Enhancement Advisory Services
Minnesota
$2.65M +$253K +1,674 +11%
HFS
525
Horizon Financial Services
North Carolina
$2.64M -$20.8K -138 -0.8%
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