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State Street Technology Select Sector SPDR ETF

361 hedge funds and large institutions have $4.71B invested in State Street Technology Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

34% more capital invested

Capital invested by funds: $3.51B → $4.71B (+$1.2B)

17% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 109

12.9% more ownership

Funds ownership: 67.43%80.32% (+13%)

7% more funds holding

Funds holding: 336361 (+25)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3% more call options, than puts

Call options by funds: $241M | Put options by funds: $234M

Holders
361
Holders Change
+25
Holders Change %
+7.44%
% of All Funds
11.7%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.78%
New
60
Increased
127
Reduced
109
Closed
31
Calls
$241M
Puts
$234M
Net Calls
+$6.79M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
51
Whitebox Advisors
Minnesota
$10.9M +$1.93M +120,940 +22%
Natixis Advisors
52
Natixis Advisors
Massachusetts
$10.4M -$3.09M -193,666 -23%
SR
53
Swiss Reinsurance
Switzerland
$9.93M +$9.89M +620,000 New
V
54
Veritable
Delaware
$9.32M +$378K +23,676 +4%
FAAM
55
First Allied Asset Management
California
$9.11M +$438K +27,454 +5%
HNB
56
Huntington National Bank
Ohio
$8.91M -$690K -43,246 -7%
FIM
57
Foresters Investment Management
New York
$8.81M
Barclays
58
Barclays
United Kingdom
$8.58M -$3.42M -214,190 -29%
JCM
59
Janney Capital Management
Pennsylvania
$8.03M -$263K -16,506 -3%
Citigroup
60
Citigroup
New York
$7.96M -$4.65M -291,552 -37%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$7.52M +$1.21M +76,082 +19%
BUB
62
BBVA USA Bancshares
Texas
$7.48M +$526K +33,014 +8%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$7.46M +$7.43M +465,740 New
RJA
64
Raymond James & Associates
Florida
$7.28M -$307K -19,270 -4%
SHWM
65
Smith & Howard Wealth Management
Georgia
$7.24M +$151K +9,494 +2%
CC
66
Callan Capital
California
$7.02M +$683K +42,834 +11%
CM
67
Churchill Management
California
$6.85M +$1.11M +69,792 +19%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$6.65M -$346K -21,702 -5%
KeyBank National Association
69
KeyBank National Association
Ohio
$6.44M +$1.34M +83,776 +26%
UAS
70
United Asset Strategies
New York
$6.39M +$2.47M +155,142 +64%
LTFS
71
Ladenburg Thalmann Financial Services
Florida
$6.16M +$3.53M +221,552 +136%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$5.98M -$40.2M -2,519,694 -87%
ABC
73
Associated Banc-Corp
Wisconsin
$5.48M -$135K -8,440 -2%
LA
74
Leonetti & Associates
Illinois
$5.46M +$322K +20,200 +6%
GLA
75
Great Lakes Advisors
Illinois
$5.22M +$139K +8,708 +3%

XLK Hedge Fund Activity: Q3 2013 in Review

361 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2013, worth a combined $4.71B — up 34% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new XLK positions and 31 closed out — a net gain of 29 holders — while 127 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $815M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $57.7M.

  • 361 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2013, up from 336 in Q2 2013.
  • Funds reported $4.71B of State Street Technology Select Sector SPDR ETF stock for Q3 2013, up 34% quarter-over-quarter.
  • 60 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2013 and 31 closed out, a net change of +29 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2013 was Goldman Sachs, an estimated $815M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2013 was Lockheed Martin Investment Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2013.