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State Street Technology Select Sector SPDR ETF

955 hedge funds and large institutions have $12.5B invested in State Street Technology Select Sector SPDR ETF in 2019 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 323 increasing their positions, 372 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 67

4% more capital invested

Capital invested by funds: $12.1B → $12.5B (+$427M)

1% more funds holding

Funds holding: 950955 (+5)

2% less funds holding in top 10

Funds holding in top 10: 9896 (-2)

2.31% less ownership

Funds ownership: 113.93%111.62% (-2.3%)

13% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 372

28% less call options, than puts

Call options by funds: $898M | Put options by funds: $1.25B

Holders
955
Holders Change
+5
Holders Change %
+0.53%
% of All Funds
20.94%
Holding in Top 10
96
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.04%
% of All Funds
2.11%
New
80
Increased
323
Reduced
372
Closed
67
Calls
$898M
Puts
$1.25B
Net Calls
-$348M
Net Calls Change
-$361M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
901
Dougherty Wealth Advisers
Minnesota
$40K
ST
902
Sageworth Trust
Pennsylvania
$40K
AIM
903
Anchor Investment Management
South Carolina
$39.3K
GWS
904
Glassman Wealth Services
Virginia
$39K
PCTC
905
Perkins Coie Trust Company
Washington
$38K
LWM
906
Liberty Wealth Management
California
$37K -$1.92K -48 -5%
AI
907
ArchPoint Investors
Florida
$37K
ADL
908
Asset Dedication LLC
California
$37K
WAS
909
Winch Advisory Services
Wisconsin
$37K +$80 +2 +0.2%
TC
910
Truvestments Capital
Florida
$36K -$210K -5,250 -85%
FCMT
911
Founders Capital Management (Texas)
Texas
$36K
EWM
912
Edge Wealth Management
New York
$36K +$80 +2 +0.2%
SFSG
913
Stearns Financial Services Group
North Carolina
$36K +$160 +4 +0.4%
VNA
914
Valley National Advisers
Pennsylvania
$36K +$10.9K +272 +43%
FCA
915
FinTrust Capital Advisors
South Carolina
$33K
FEG
916
Financial Enhancement Group
Indiana
$32K -$4.56K -114 -13%
FA
917
Fortis Advisors
Pennsylvania
$32K
PO
918
Private Ocean
California
$32K +$30.8K +770 New
NIC
919
Northwest Investment Counselors
Oregon
$32K +$32K +800 New
WOC
920
West Oak Capital
California
$30K
AWMS
921
Advocacy Wealth Management Services
Georgia
$29K
BCI
922
Brinker Capital Investments
Pennsylvania
$27K -$850K -21,250 -97%
PCIA
923
Prime Capital Investment Advisors
Kansas
$26K -$43.1K -1,078 -63%
IWA
924
Intercontinental Wealth Advisors
Texas
$25K
HWA
925
Heritage Wealth Advisors
Virginia
$24K -$880 -22 -4%

XLK Hedge Fund Activity: Q3 2019 in Review

955 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2019, worth a combined $12.5B — up 3.5% from $12.1B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XLK positions and 67 closed out — a net gain of 13 holders — while 323 added to existing stakes and 372 trimmed.

The largest buyer was Duality Advisers, opening a new position worth an estimated $130M. The largest seller was Barclays, cutting an estimated $267M.

  • 955 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2019, up from 950 in Q2 2019.
  • Funds reported $12.5B of State Street Technology Select Sector SPDR ETF stock for Q3 2019, up 3.5% quarter-over-quarter.
  • 80 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2019 and 67 closed out, a net change of +13 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2019 was Duality Advisers, an estimated $130M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2019 was Barclays, an estimated $267M sold.

Based on aggregated 13F filings for Q3 2019.