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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
EWA
576
Exencial Wealth Advisors
Oklahoma
$209K +$204K +7,932 New
SEI Investments
577
SEI Investments
Pennsylvania
$208K +$54.8K +2,126 +37%
PPA
578
Parametric Portfolio Associates
Washington
$208K +$201K +7,810 New
CIAS
579
Capital Investment Advisory Services
North Carolina
$207K +$200K +7,748 New
RIL
580
Rothschild Investment LLC
Illinois
$207K +$201K +7,784 New
SC
581
SouthState Corp
Florida
$206K +$199K +7,726 New
CPO
582
Cerity Partners OCIO
New York
$206K +$199K +7,730 New
IWA
583
Intercontinental Wealth Advisors
Texas
$205K +$198K +7,678 New
OPCM
584
Osborne Partners Capital Management
California
$205K +$198K +7,690 New
Bank of Nova Scotia
585
Bank of Nova Scotia
Ontario, Canada
$203K +$196K +7,600 New
BBHC
586
Brown Brothers Harriman & Co
New York
$192K +$67.7K +2,628 +57%
JFGIW
587
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$191K -$19.8K -768 -10%
TCCM
588
Timber Creek Capital Management
Massachusetts
$188K
PMFA
589
Plante Moran Financial Advisors
Michigan
$181K -$8.81K -342 -5%
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$176K
WTC
591
WhitTier Trust Company
Nevada
$176K
CAL
592
Capital Advisors Ltd
Ohio
$170K
YWP
593
YorkBridge Wealth Partners
New York
$162K -$8.25K -320 -5%
CPA
594
Clear Perspective Advisors
Illinois
$160K -$5.16K -200 -3%
PG
595
Patten Group
Tennessee
$156K -$14.4K -558 -9%
FPFS
596
First Personal Financial Services
North Carolina
$145K
KPCM
597
Kings Point Capital Management
New York
$145K
AF
598
Allworth Financial
California
$145K +$133K +5,146 +1,715%
TRCT
599
Tower Research Capital (TRC)
New York
$135K -$4.3M -166,954 -97%
SPL
600
Smart Portfolios LLC
Washington
$124K +$119K +4,634 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.