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State Street Technology Select Sector SPDR ETF

418 hedge funds and large institutions have $5.88B invested in State Street Technology Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 143 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 32

83% more call options, than puts

Call options by funds: $616M | Put options by funds: $337M

50% more funds holding in top 10

Funds holding in top 10: 2436 (+12)

25% more capital invested

Capital invested by funds: $4.71B → $5.88B (+$1.18B)

17% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 122

16% more funds holding

Funds holding: 361418 (+57)

8.93% more ownership

Funds ownership: 80.32%89.26% (+8.9%)

Holders
418
Holders Change
+57
Holders Change %
+15.79%
% of All Funds
12.13%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
1.04%
New
92
Increased
143
Reduced
122
Closed
32
Calls
$616M
Puts
$337M
Net Calls
+$279M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
AII
51
AGF Investments Inc
Ontario, Canada
$16.3M +$13.1M +774,500 +563%
BFA
52
Beaumont Financial Advisors
Massachusetts
$15.9M -$1.02M -60,306 -6%
AWE
53
Avidian Wealth Enterprises
Texas
$14.5M +$14.6M +861,792 New
AA
54
ALPS Advisors
Colorado
$14.2M +$1.62M +95,436 +13%
FAAM
55
First Allied Asset Management
California
$13.8M +$3.39M +200,132 +35%
FIM
56
Foresters Investment Management
New York
$13.2M +$3.18M +187,850 +34%
SWA
57
SFMG Wealth Advisors
Texas
$13M -$118K -6,978 -0.9%
Citigroup
58
Citigroup
New York
$12.6M +$3.5M +206,396 +42%
PWAG
59
Polaris Wealth Advisory Group
California
$11.9M +$11.3M +667,220 New
Natixis Advisors
60
Natixis Advisors
Massachusetts
$11.3M -$190K -11,208 -2%
SR
61
Swiss Reinsurance
Switzerland
$11.1M
DFO
62
Duquesne Family Office
New York
$10.2M +$9.68M +571,400 New
V
63
Veritable
Delaware
$10.1M -$276K -16,298 -3%
HNB
64
Huntington National Bank
Ohio
$9.7M -$225K -13,284 -2%
BUB
65
BBVA USA Bancshares
Texas
$9.51M +$1.11M +65,452 +14%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$9.34M +$898K +52,974 +11%
KeyBank National Association
67
KeyBank National Association
Ohio
$9.33M +$2.04M +120,158 +30%
AWA
68
ARS Wealth Advisors
Florida
$9.17M +$8.7M +513,376 New
JCM
69
Janney Capital Management
Pennsylvania
$8.97M +$8.07K +476 +0.1%
BHB
70
Bank Hapoalim BM
Israel
$8.95M +$8.49M +500,940 New
CG
71
Colony Group
Massachusetts
$8.92M +$7.6M +448,470 +884%
VF
72
Virtu Financial
New York
$8.61M +$8.16M +481,718 New
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$8.35M +$1.41M +83,158 +22%
TD Asset Management
74
TD Asset Management
Ontario, Canada
$8.32M +$915 +54 +0%
SHWM
75
Smith & Howard Wealth Management
Georgia
$8.24M +$162K +9,536 +2%

XLK Hedge Fund Activity: Q4 2013 in Review

418 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2013, worth a combined $5.88B — up 25% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLK positions and 32 closed out — a net gain of 60 holders — while 143 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $158M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $122M sold.

  • 418 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2013, up from 361 in Q3 2013.
  • Funds reported $5.88B of State Street Technology Select Sector SPDR ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 92 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2013 and 32 closed out, a net change of +60 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2013 was Goldman Sachs, an estimated $158M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2013 was Lockheed Martin Investment Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.