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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
MAFM
826
Mid Atlantic Financial Management
Pennsylvania
$478K -$170K -3,002 -27%
ONST
827
Old North State Trust
North Carolina
$475K -$23.4K -414 -5%
DI
828
DAGCO Inc
Ohio
$475K +$460K +8,136 New
NCM
829
Next Capital Management
New York
$474K +$26K +460 +6%
EM
830
ELCO Management
New York
$472K
SC
831
SouthState Corp
Florida
$471K -$223K -3,944 -33%
SFWA
832
Summit Financial Wealth Advisors
Louisiana
$468K -$362K -6,400 -43%
CAMG
833
CWA Asset Management Group
Florida
$467K +$47.6K +842 +12%
CAM
834
Carret Asset Management
New York
$462K -$11.3K -200 -2%
CST
835
Charles Schwab Trust
Nevada
$462K +$201K +3,554 +81%
TI
836
Tidal Investments
Wisconsin
$459K -$212K -3,754 -32%
FFA
837
First Foundation Advisors
California
$458K +$29.6K +524 +7%
PWMAG
838
Pinnacle Wealth Management Advisory Group
New Jersey
$454K +$72K +1,274 +20%
FMBTD
839
First Midwest Bank Trust Division
Illinois
$453K
SAM
840
Seelaus Asset Management
New Jersey
$453K +$2.83K +50 +0.6%
GP
841
Girard Partners
Pennsylvania
$452K +$39.3K +696 +10%
LIM
842
Lathrop Investment Management
Arkansas
$452K +$438K +7,748 New
HCM
843
Hall Capital Management
Rhode Island
$450K
FWSM
844
First Wilshire Securities Management
California
$449K
SW
845
StrongBox Wealth
Missouri
$447K -$55K -974 -11%
ACI
846
Alpha Cubed Investments
California
$441K -$105K -1,854 -20%
OMC
847
Overbrook Management Corp
New York
$441K
HSA
848
HBK Sorce Advisory
Pennsylvania
$440K +$21.7K +384 +5%
GIM
849
Goelzer Investment Management
Indiana
$438K -$25.9K -458 -6%
EHC
850
Everett Harris & Co
California
$438K

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.