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State Street Technology Select Sector SPDR ETF

1,955 hedge funds and large institutions have $35.5B invested in State Street Technology Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 725 increasing their positions, 727 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 90

3% more funds holding

Funds holding: 1,9061,955 (+49)

1% more capital invested

Capital invested by funds: $35.1B → $35.5B (+$334M)

0% less repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 727

7% less funds holding in top 10

Funds holding in top 10: 205190 (-15)

9.91% less ownership

Funds ownership: 119.63%109.73% (-9.9%)

29% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.8B

Holders
1,955
Holders Change
+49
Holders Change %
+2.57%
% of All Funds
28.16%
Holding in Top 10
190
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.32%
% of All Funds
2.74%
New
162
Increased
725
Reduced
727
Closed
90
Calls
$2B
Puts
$2.8B
Net Calls
-$804M
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
MWA
526
Meridian Wealth Advisors
Texas
$4.44M
IA
527
IFG Advisory
Georgia
$4.43M +$631K +6,242 +17%
VA
528
Valmark Advisers
Ohio
$4.41M +$235K +2,328 +6%
GFS
529
GYL Financial Synergies
Connecticut
$4.4M -$29.7K -294 -0.7%
IC
530
IEQ Capital
California
$4.4M +$473K +4,676 +12%
ECG
531
Edge Capital Group
Georgia
$4.39M -$53.8K -532 -1%
RFO
532
RiverGlades Family Offices
Florida
$4.39M -$166K -1,646 -4%
PMG
533
ProVise Management Group
Florida
$4.38M -$3.33M -32,938 -44%
NCM
534
Narwhal Capital Management
Georgia
$4.37M -$9.91K -98 -0.2%
AWA
535
Acorn Wealth Advisors
Michigan
$4.36M +$249K +2,458 +6%
AWM
536
Avior Wealth Management
Nebraska
$4.36M +$4.06M +40,154 +2,354%
CNWM
537
Clay Northam Wealth Management
California
$4.36M +$23.7K +234 +0.6%
RL
538
Retireful LLC
Michigan
$4.34M -$2.36M -23,352 -36%
JE
539
JMAC Enterprises
Pennsylvania
$4.34M +$561K +5,548 +15%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$4.33M +$7.48K +74 +0.2%
IFWM
541
Institute for Wealth Management
Colorado
$4.32M -$15.2K -150 -0.4%
BWM
542
Birchcreek Wealth Management
Ohio
$4.32M +$155K +1,528 +4%
Kovitz Investment Group Partners
543
Kovitz Investment Group Partners
Illinois
$4.31M +$1.29M +12,708 +44%
RFA
544
Rollins Financial Advisors
New York
$4.3M -$10.1K -100 -0.2%
OIS
545
Okabena Investment Services
Minnesota
$4.26M
AFM
546
Abbot Financial Management
Massachusetts
$4.25M +$1.01K +10 +0%
BP
547
Ballentine Partners
Massachusetts
$4.23M
CFGS
548
Concourse Financial Group Securities
Alabama
$4.19M -$2.66M -26,286 -40%
ECM
549
Exchange Capital Management
Michigan
$4.16M -$143K -1,410 -3%
LC
550
Lindbrook Capital
California
$4.15M -$171K -1,688 -4%

XLK Hedge Fund Activity: Q1 2024 in Review

1,955 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2024, worth a combined $35.5B — up 0.95% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new XLK positions and 90 closed out — a net gain of 72 holders — while 725 added to existing stakes and 727 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $2.24B.

  • 1,955 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2024, up from 1,906 in Q4 2023.
  • Funds reported $35.5B of State Street Technology Select Sector SPDR ETF stock for Q1 2024, up 0.95% quarter-over-quarter.
  • 162 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2024 and 90 closed out, a net change of +72 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $277M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.24B sold.

Based on aggregated 13F filings for Q1 2024.