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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
FIM
526
Fernwood Investment Management
Massachusetts
$302K
AAS
527
Annex Advisory Services
Wisconsin
$297K -$103K -4,000 -26%
RCM
528
Radnor Capital Management
Pennsylvania
$296K
ATC
529
Adirondack Trust Company
New York
$295K -$3.56K -138 -1%
BAM
530
Brave Asset Management
New Jersey
$293K
MMA
531
Miracle Mile Advisors
California
$287K +$277K +10,766 New
SIC
532
Sigma Investment Counselors
Michigan
$286K -$282K -10,932 -50%
CFC
533
Coyle Financial Counsel
Illinois
$277K -$41.8K -1,620 -13%
CFG
534
Citizens Financial Group
Rhode Island
$276K -$104K -4,042 -28%
BA
535
Boston Advisors
Massachusetts
$275K +$266K +10,320 New
WS
536
Wedbush Securities
California
$274K +$17.6K +684 +7%
BP
537
Ballentine Partners
Massachusetts
$271K -$769K -29,848 -75%
SFG
538
SNS Financial Group
Minnesota
$270K +$85.5K +3,318 +48%
PAM
539
Peak Asset Management
Colorado
$267K
SFM
540
Signet Financial Management
New Jersey
$265K -$98.8K -3,832 -28%
EFS
541
Essex Financial Services
Connecticut
$265K +$256K +9,938 New
AEPG
542
American Economic Planning Group
New Jersey
$259K +$979 +38 +0.4%
FNBT
543
FineMark National Bank & Trust
Florida
$259K +$85.9K +3,332 +52%
OMC
544
Overbrook Management Corp
New York
$258K -$1.52M -59,116 -86%
SFG
545
StrategIQ Financial Group
Indiana
$258K +$515 +20 +0.2%
NL
546
NWAM LLC
Washington
$252K -$104K -4,050 -30%
LNWWM
547
Laird Norton Wetherby Wealth Management
California
$251K
WI
548
WrapManager Inc
California
$250K -$221K -8,582 -48%
SYBT
549
Stock Yards Bank & Trust
Kentucky
$242K -$10.3K -400 -4%
Cerity Partners
550
Cerity Partners
New York
$242K +$234K +9,066 New

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.