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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
BOPW
726
Brandywine Oak Private Wealth
Pennsylvania
$714K -$139K -2,452 -17%
Luther King Capital Management (LKCM)
727
Luther King Capital Management (LKCM)
Texas
$713K
CFG
728
Citizens Financial Group
Rhode Island
$713K +$381K +6,748 +121%
PFGIA
729
Patriot Financial Group Insurance Agency
Massachusetts
$711K +$73.1K +1,294 +12%
LNWWM
730
Laird Norton Wetherby Wealth Management
California
$706K -$198K -3,500 -22%
PAM
731
Private Asset Management
California
$704K +$26.3K +466 +4%
ECM
732
ETrade Capital Management
Virginia
$703K +$337K +5,962 +98%
MCM
733
MAI Capital Management
Ohio
$701K -$202K -3,572 -23%
AFS
734
Access Financial Services
Minnesota
$698K -$16.9K -300 -2%
GT
735
Greenleaf Trust
Michigan
$696K +$280K +4,950 +71%
OSAM
736
O'Shaughnessy Asset Management
Connecticut
$685K +$79.3K +1,404 +14%
LW
737
Linscomb Wealth
Texas
$683K -$11.1K -196 -2%
HIS
738
Harvest Investment Services
Illinois
$677K -$60.9K -1,078 -8%
WIA
739
World Investment Advisors
California
$675K +$84.4K +1,494 +15%
RC
740
Rovin Capital
Arizona
$674K -$4.97K -88 -0.8%
FI
741
FormulaFolio Investments
Michigan
$671K +$374K +6,626 +136%
NFSG
742
Newbridge Financial Services Group
Florida
$669K +$648K +11,466 New
WC
743
Whitney & Co
New York
$666K +$6.21K +110 +1%
GWSG
744
GPS Wealth Strategies Group
Colorado
$664K +$643K +11,384 New
CAG
745
Crestwood Advisors Group
Massachusetts
$662K -$7.12K -126 -1%
CCT
746
Country Club Trust
Missouri
$661K -$36.2K -640 -5%
PJSIMP
747
P.J. Schmidt Investment Management (PJS)
Wisconsin
$658K
BFS
748
Bradley Foster & Sargent
Connecticut
$658K +$637K +11,280 New
VWM
749
Valley Wealth Managers
New Jersey
$657K -$47K -832 -7%
PIA
750
Perennial Investment Advisors
California
$656K +$22.6K +400 +4%

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.