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State Street Technology Select Sector SPDR ETF

1,229 hedge funds and large institutions have $18B invested in State Street Technology Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 376 increasing their positions, 548 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

3% more funds holding

Funds holding: 1,1901,229 (+39)

1% more funds holding in top 10

Funds holding in top 10: 149150 (+1)

1.07% less ownership

Funds ownership: 107.52%106.44% (-1.1%)

28% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $2.07B

31% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 548

Holders
1,229
Holders Change
+39
Holders Change %
+3.28%
% of All Funds
24.8%
Holding in Top 10
150
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.67%
% of All Funds
3.03%
New
121
Increased
376
Reduced
548
Closed
65
Calls
$1.5B
Puts
$2.07B
Net Calls
-$576M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
676
Bay Harbor Wealth Management
Maryland
$881K -$457K -8,086 -35%
JWS
677
Juncture Wealth Strategies
Arizona
$880K -$298K -5,268 -26%
GLA
678
Good Life Advisors
Pennsylvania
$878K -$50.1K -886 -6%
FBB
679
Fulton Breakefield Broenniman
Maryland
$871K -$76.2K -1,348 -8%
AIP
680
Ahrens Investment Partners
Louisiana
$868K -$332K -5,880 -28%
WEC
681
Winslow Evans & Crocker
Massachusetts
$868K -$105K -1,862 -11%
BJL
682
Brighton Jones LLC
Washington
$863K -$36K -638 -4%
BPA
683
Beacon Pointe Advisors
California
$852K -$425K -7,514 -34%
EFSCE
684
Enterprise Financial Services Corp (EFSC)
Missouri
$852K -$27.3K -484 -3%
LFGH
685
Lee Financial Group Hawaii
Hawaii
$848K -$5.61M -99,290 -87%
HCM
686
Hudson Capital Management
New Jersey
$847K +$820K +14,508 New
ECM
687
Evergreen Capital Management
Washington
$841K -$22.5K -398 -3%
BL
688
BFSG LLC
California
$836K
CC
689
Courier Capital
New York
$827K -$138K -2,450 -15%
CWM
690
Connecticut Wealth Management
Connecticut
$825K +$799K +14,136 New
XF
691
XML Financial
Maryland
$821K -$96.2K -1,702 -11%
FGA
692
Fortis Group Advisors
New Jersey
$818K +$792K +14,020 New
CFD
693
Creative Financial Designs
Indiana
$806K +$8.47K +150 +1%
AWA
694
Artemis Wealth Advisors
New York
$806K +$1.7K +30 +0.2%
VCM
695
Vivaldi Capital Management
Illinois
$802K -$5.42K -96 -0.7%
RG
696
Rikoon Group
New Mexico
$797K -$22.6K -400 -3%
AIC
697
Ameritas Investment Company
Nebraska
$797K
CHJWM
698
Carlton Hofferkamp & Jenks Wealth Management
Texas
$794K -$5.65K -100 -0.8%
CWM
699
Calamos Wealth Management
Illinois
$791K -$31.4K -556 -4%
SCA
700
Stuart Chaussee & Associates
California
$787K +$588K +10,410 +339%

XLK Hedge Fund Activity: Q3 2020 in Review

1,229 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2020, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new XLK positions and 65 closed out — a net gain of 56 holders — while 376 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $182M.

  • 1,229 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2020, up from 1,190 in Q2 2020.
  • Funds reported $18B of State Street Technology Select Sector SPDR ETF stock for Q3 2020, up 9% quarter-over-quarter.
  • 121 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2020 and 65 closed out, a net change of +56 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2020 was Morgan Stanley, an estimated $185M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2020 was Provida Pension Fund Administrator, an estimated $182M sold.

Based on aggregated 13F filings for Q3 2020.