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State Street Technology Select Sector SPDR ETF

814 hedge funds and large institutions have $12.1B invested in State Street Technology Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 314 increasing their positions, 294 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 67

1% more funds holding

Funds holding: 805814 (+9)

7% more repeat investments, than reductions

Existing positions increased: 314 | Existing positions reduced: 294

3% more capital invested

Capital invested by funds: $11.7B → $12.1B (+$359M)

1.58% less ownership

Funds ownership: 121.27%119.69% (-1.6%)

9% less funds holding in top 10

Funds holding in top 10: 10091 (-9)

59% less call options, than puts

Call options by funds: $522M | Put options by funds: $1.28B

Holders
814
Holders Change
+9
Holders Change %
+1.12%
% of All Funds
18.65%
Holding in Top 10
91
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-9%
% of All Funds
2.09%
New
85
Increased
314
Reduced
294
Closed
67
Calls
$522M
Puts
$1.28B
Net Calls
-$758M
Net Calls Change
+$91.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
726
LifePlan Financial Group
Ohio
$60K +$61.4K +1,828 New
THWM
727
Taylor Hoffman Wealth Management
Virginia
$59K
JIR
728
James Investment Research
Ohio
$59K +$15.1K +450 +33%
AWA
729
Acorn Wealth Advisors
Michigan
$58K
MFW
730
Mosaic Family Wealth
Missouri
$58K +$2.55K +76 +4%
MCM
731
Mainstay Capital Management
Michigan
$57K -$688K -20,472 -92%
MCWS
732
McKinley Carter Wealth Services
West Virginia
$56K +$57.4K +1,708 New
BRC
733
Bell Rock Capital
Delaware
$53K +$134 +4 +0.2%
JA
734
JOYN Advisors
Georgia
$52K +$53.5K +1,594 New
NC
735
NewSquare Capital
Pennsylvania
$52K +$53.5K +1,594 New
AF
736
Allworth Financial
California
$51K
VIA
737
Vantage Investment Advisors
Pennsylvania
$50K
HR
738
Howe & Rusling
New York
$49K +$41.6K +1,240 +477%
PA
739
Perennial Advisors
New York
$47K
BCI
740
Brinker Capital Investments
Pennsylvania
$46K -$29.5M -877,858 -100%
LWM
741
Lenox Wealth Management
Ohio
$46K -$7.79K -232 -14%
HFM
742
Hartford Financial Management
Connecticut
$44K
WAP
743
Wealthcare Advisory Partners
Pennsylvania
$43K +$31.2K +930 +243%
DPA
744
Delphi Private Advisors
California
$42K -$16.6K -494 -28%
GBBWRPM
745
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$41K
TWA
746
TCI Wealth Advisors
Arizona
$41K
VCM
747
Virtue Capital Management
Tennessee
$41K +$6.45K +192 +18%
Toronto Dominion Bank
748
Toronto Dominion Bank
Ontario, Canada
$39K +$40.3K +1,200 New
FPF
749
FNY Partners Fund
New York
$37K +$31.2K +930 +451%
FCMT
750
Founders Capital Management (Texas)
Texas
$35K +$67 +2 +0.2%

XLK Hedge Fund Activity: Q1 2018 in Review

814 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2018, worth a combined $12.1B — up 3.1% from $11.7B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new XLK positions and 67 closed out — a net gain of 18 holders — while 314 added to existing stakes and 294 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $280M. The largest seller was Barclays, cutting an estimated $164M.

  • 814 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2018, up from 805 in Q4 2017.
  • Funds reported $12.1B of State Street Technology Select Sector SPDR ETF stock for Q1 2018, up 3.1% quarter-over-quarter.
  • 85 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2018 and 67 closed out, a net change of +18 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2018 was Goldman Sachs, an estimated $280M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2018 was Barclays, an estimated $164M sold.

Based on aggregated 13F filings for Q1 2018.