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State Street Technology Select Sector SPDR ETF

865 hedge funds and large institutions have $12.8B invested in State Street Technology Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 94 funds opening new positions, 307 increasing their positions, 304 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 35

8% more funds holding in top 10

Funds holding in top 10: 9198 (+7)

6% more funds holding

Funds holding: 814865 (+51)

6% more capital invested

Capital invested by funds: $12.1B → $12.8B (+$694M)

1% more repeat investments, than reductions

Existing positions increased: 307 | Existing positions reduced: 304

1.15% less ownership

Funds ownership: 119.69%118.53% (-1.2%)

52% less call options, than puts

Call options by funds: $469M | Put options by funds: $979M

Holders
865
Holders Change
+51
Holders Change %
+6.27%
% of All Funds
19.8%
Holding in Top 10
98
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+7.69%
% of All Funds
2.24%
New
94
Increased
307
Reduced
304
Closed
35
Calls
$469M
Puts
$979M
Net Calls
-$510M
Net Calls Change
+$248M
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
776
Acorn Wealth Advisors
Michigan
$62K
MFW
777
Mosaic Family Wealth
Missouri
$62K +$69 +2 +0.1%
MCM
778
Mainstay Capital Management
Michigan
$61K
SMFS
779
Squar Milner Financial Services
California
$55K +$54.8K +1,596 New
AF
780
Allworth Financial
California
$54K
LYV
781
Live Your Vision
Pennsylvania
$53K +$43.6K +1,272 +636%
HR
782
Howe & Rusling
New York
$52K
PA
783
Perennial Advisors
New York
$50K
LWM
784
Lenox Wealth Management
Ohio
$49K
AIL
785
AGF Investments LLC
Ontario, Canada
$48K +$450K +13,126 +10,417%
WC
786
Whitnell & Co
Illinois
$48K +$47.6K +1,388 New
JIR
787
James Investment Research
Ohio
$47K -$15.4K -450 -25%
HFM
788
Hartford Financial Management
Connecticut
$47K
BWM
789
BerganKDV Wealth Management
Minnesota
$45K +$44.6K +1,300 New
VCM
790
Vigilant Capital Management
Maine
$45K +$44.6K +1,300 New
DPA
791
Delphi Private Advisors
California
$44K
GCM
792
Gables Capital Management
Florida
$44K +$43.9K +1,280 New
GBBWRPM
793
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$43K
TWA
794
TCI Wealth Advisors
Arizona
$43K
PWAG
795
Polaris Wealth Advisory Group
California
$42K -$49.7K -1,448 -53%
GI
796
Gradient Investments
Minnesota
$42K -$25.4K -740 -38%
WPA
797
West Paces Advisors
Georgia
$41.6K +$41.1K +1,198 New
FCMT
798
Founders Capital Management (Texas)
Texas
$37K
SFG
799
SevenBridge Financial Group
Pennsylvania
$36K
KL
800
KWMG LLC
Kansas
$36K +$35.2K +1,026 New

XLK Hedge Fund Activity: Q2 2018 in Review

865 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q2 2018, worth a combined $12.8B — up 5.7% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new XLK positions and 35 closed out — a net gain of 59 holders — while 307 added to existing stakes and 304 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was Goldman Sachs, cutting an estimated $227M.

  • 865 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q2 2018, up from 814 in Q1 2018.
  • Funds reported $12.8B of State Street Technology Select Sector SPDR ETF stock for Q2 2018, up 5.7% quarter-over-quarter.
  • 94 funds opened new State Street Technology Select Sector SPDR ETF positions in Q2 2018 and 35 closed out, a net change of +59 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q2 2018 was Morgan Stanley, an estimated $185M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q2 2018 was Goldman Sachs, an estimated $227M sold.

Based on aggregated 13F filings for Q2 2018.