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Technology Select Sector SPDR Fund
XLK

Overview Fund Activity

864 hedge funds and large institutions have $12.8B invested in Technology Select Sector SPDR Fund in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 307 increasing their positions, 304 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
864
Holders Change
+51
Holders Change %
+6.27%
% of All Funds
19.81%
Holding in Top 10
97
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.78%
% of All Funds
2.22%
New
94
Increased
307
Reduced
304
Closed
35
Calls
$469M
Puts
$979M
Net Calls
-$510M
Net Calls Change
+$248M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$187M
2
MB
Mizuho Bank
Japan
+$153M
3
TD Asset Management
TD Asset Management
Ontario, Canada
+$105M
4
AII
AGF Investments Inc
Ontario, Canada
+$45M
5
MTB
Mizuho Trust & Banking
Japan
+$44.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$230M
2
Barclays
Barclays
United Kingdom
-$191M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$107M
4
CS
Credit Suisse
Switzerland
-$74.8M
5
Wells Fargo
Wells Fargo
California
-$65.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHA
601
Cedar Hill Associates
Illinois
$398K – – –
PJSIMP
602
P.J. Schmidt Investment Management (PJS)
Wisconsin
$397K – – –
ERIM
603
Eagle Ridge Investment Management
Connecticut
$393K – – –
CWM
604
Calamos Wealth Management
Illinois
$392K – – –
SHGA
605
Sand Hill Global Advisors
California
$391K +$391K +5,627 New
VWM
606
Valley Wealth Managers
New Jersey
$387K – – –
LIM
607
Longfellow Investment Management
Massachusetts
$384K +$384K +5,529 New
RIA
608
Regal Investment Advisors
Michigan
$378K -$143K -2,062 -27%
CP
609
Camelot Portfolios
Ohio
$377K +$377K +5,425 New
ALIONA
610
Allianz Life Insurance of North America
Minnesota
$375K +$70.8K +1,020 +23%
PFA
611
Pathway Financial Advisors
Vermont
$363K – – –
S
612
SignatureFD
Georgia
$362K +$71.1K +1,024 +24%
EVM
613
Eaton Vance Management
Massachusetts
$361K -$361K -5,198 -50%
RA
614
RFG Advisory
Alabama
$356K -$38.1K -549 -10%
EWA
615
Exencial Wealth Advisors
Oklahoma
$353K +$208 +3 +0.1%
DLCIG
616
D.L. Carlson Investment Group
New Hampshire
$352K +$5.69K +82 +2%
MPWT
617
MassMutual Private Wealth & Trust
Connecticut
$346K -$16.2K -233 -4%
1WA
618
180 Wealth Advisors
Washington
$343K – – –
BAM
619
Brave Asset Management
New Jersey
$338K – – –
DWM
620
Doyle Wealth Management
Florida
$335K +$335K +4,824 New
PMFA
621
Plante Moran Financial Advisors
Michigan
$332K -$15.3K -220 -4%
EWM
622
Empirical Wealth Management
Washington
$332K +$332K +4,782 New
MIA
623
MainStreet Investment Advisors
Illinois
$331K -$16.2K -233 -5%
LNWWM
624
Laird Norton Wetherby Wealth Management
California
$327K – – –
SCC
625
Spring Creek Capital
Kansas
$327K +$327K +4,709 New
23 24
25
26 27