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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
TC
776
Telemus Capital
Michigan
$589K
MWM
777
Maltin Wealth Management
New Jersey
$589K +$570K +10,090 New
ERIM
778
Eagle Ridge Investment Management
Connecticut
$586K +$57.6K +1,020 +11%
LWM
779
Lyell Wealth Management
California
$584K +$13.1K +232 +2%
PCM
780
Pinz Capital Management
New York
$584K +$565K +10,000 New
SM
781
SG3 Management
Puerto Rico
$584K +$565K +10,000 New
RIL
782
Rothschild Investment LLC
Illinois
$582K -$11.3K -200 -2%
Schroder Investment Management Group
783
Schroder Investment Management Group
United Kingdom
$575K
BFA
784
Beacon Financial Advisory
Ohio
$573K +$194K +3,440 +54%
3AM
785
3D Asset Management
Connecticut
$568K +$229K +4,052 +71%
CPO
786
Cerity Partners OCIO
New York
$567K -$28.7K -508 -5%
FHC
787
First Heartland Consultants
Missouri
$567K +$127K +2,252 +30%
WWM
788
Windsor Wealth Management
Indiana
$562K -$595K -10,524 -52%
PFA
789
Pathway Financial Advisors
Vermont
$554K
WSFS
790
Wilmington Savings Fund Society
Delaware
$553K -$178K -3,152 -25%
KLCM
791
KG&L Capital Management
Louisiana
$553K -$7.8K -138 -1%
MIM
792
Marco Investment Management
Georgia
$548K
B
793
Bellecapital
Switzerland
$547K -$13.2K -234 -2%
BCA
794
Bray Capital Advisors
Florida
$545K -$136K -2,400 -20%
AWP
795
Ascent Wealth Partners
New York
$544K
EWA
796
Exencial Wealth Advisors
Oklahoma
$542K +$12.4K +220 +2%
1WA
797
180 Wealth Advisors
Washington
$538K +$113 +2 +0%
CC
798
Cedar Capital
Illinois
$536K -$849K -15,034 -62%
GEM
799
Global Endowment Management
North Carolina
$536K -$434K -7,680 -46%
CIAS
800
Capital Investment Advisory Services
North Carolina
$535K +$54K +956 +12%

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.