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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
FNT
551
First National Trust
Pennsylvania
$242K +$234K +9,084 New
RMCM
552
Reynders McVeigh Capital Management
Massachusetts
$241K -$20.6K -800 -8%
WSCM
553
Wellington Shields Capital Management
New York
$241K +$515 +20 +0.2%
HTC
554
Haverford Trust Company
Pennsylvania
$240K +$232K +8,988 New
LWM
555
LBA Wealth Management
Florida
$237K -$60.6K -2,350 -21%
LIA
556
LS Investment Advisors
Michigan
$235K
FPS
557
Fieldpoint Private Securities
Connecticut
$235K +$227K +8,800 New
WPIC
558
White Pine Investment Company
Michigan
$232K -$8.25K -320 -4%
TAM
559
Tocqueville Asset Management
New York
$229K -$51.3K -1,990 -19%
Fisher Asset Management
560
Fisher Asset Management
Washington
$228K +$220K +8,536 New
CCMD
561
Cypress Capital Management (Delaware)
Delaware
$228K +$221K +8,556 New
OAM
562
Oppenheimer Asset Management
New York
$228K +$221K +8,566 New
FWSM
563
First Wilshire Securities Management
California
$227K
LIM
564
Longfellow Investment Management
Massachusetts
$227K +$219K +8,510 New
RWP
565
RWA Wealth Partners
Massachusetts
$227K +$220K +8,522 New
CSIC
566
Clifford Swan Investment Counsel
California
$225K
CCMG
567
Clark Capital Management Group
Pennsylvania
$224K -$21.4K -830 -9%
PWAP
568
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$222K +$206 +8 +0.1%
EWA
569
EP Wealth Advisors
California
$221K +$214K +8,306 New
HH
570
Hilltop Holdings
Texas
$215K -$10.3K -400 -5%
S
571
SignatureFD
Georgia
$214K -$434K -16,826 -68%
APSP
572
Asset Planning Services (Pennsylvania)
Pennsylvania
$214K +$825 +32 +0.4%
FAM
573
Flaharty Asset Management
Florida
$214K +$208K +8,052 New
FAM
574
Foresters Asset Management
Ontario, Canada
$211K
MA
575
Montag & Associates
Georgia
$210K +$203K +7,864 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.