We are live on ! Find out more
XLK icon

State Street Technology Select Sector SPDR ETF

523 hedge funds and large institutions have $7.49B invested in State Street Technology Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 218 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 28

51% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 144

13% more funds holding

Funds holding: 463523 (+60)

12% more funds holding in top 10

Funds holding in top 10: 5157 (+6)

6.35% less ownership

Funds ownership: 118.26%111.91% (-6.4%)

9% less capital invested

Capital invested by funds: $8.2B → $7.49B (-$708M)

72% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $250M

Holders
523
Holders Change
+60
Holders Change %
+12.96%
% of All Funds
13.94%
Holding in Top 10
57
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.76%
% of All Funds
1.52%
New
95
Increased
218
Reduced
144
Closed
28
Calls
$69.9M
Puts
$250M
Net Calls
-$180M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
FBFS
76
First Business Financial Services
Wisconsin
$12.7M +$4.58M +226,010 +58%
RJA
77
Raymond James & Associates
Florida
$12.4M +$7.23M +356,658 +146%
V
78
Veritable
Delaware
$12.2M +$1.09M +53,652 +10%
RIM
79
Rampart Investment Management
Connecticut
$12.2M +$11.9M +587,666 New
CHA
80
Cedar Hill Associates
Illinois
$11.8M +$204K +10,086 +2%
FIM
81
Foresters Investment Management
New York
$11.4M
UAS
82
United Asset Strategies
New York
$11.3M +$1.18M +58,208 +12%
FPCM
83
Financial Partners Capital Management
New York
$11.3M +$159K +7,850 +1%
Natixis Advisors
84
Natixis Advisors
Massachusetts
$11.2M -$481K -23,738 -4%
Ameriprise
85
Ameriprise
Minnesota
$11M +$1.6M +79,026 +17%
TPSF
86
Texas Permanent School Fund
Texas
$10.4M +$4.64M +228,906 +84%
DWA
87
Dorsey Wright & Associates
California
$10.2M -$24.4M -1,205,176 -71%
HNB
88
Huntington National Bank
Ohio
$9.96M -$166K -8,174 -2%
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$9.83M +$1.09M +53,628 +13%
CC
90
Callan Capital
California
$9.83M -$132K -6,522 -1%
SGDR
91
SPX Gestao de Recursos
Brazil
$9.76M +$9.57M +472,000 New
HighTower Advisors
92
HighTower Advisors
Illinois
$9.63M -$2.45M -120,628 -21%
MC
93
Martin & Co
Tennessee
$9.57M +$64.7K +3,190 +0.7%
KeyBank National Association
94
KeyBank National Association
Ohio
$9.31M -$447K -22,060 -5%
BHB
95
Bank Hapoalim BM
Israel
$9.25M +$210K +10,340 +2%
CG
96
Colony Group
Massachusetts
$9.14M +$1.79M +88,156 +25%
B
97
Baird
Wisconsin
$9.06M -$9.37M -462,258 -51%
BC
98
Brinker Capital
Pennsylvania
$9.05M -$181K -8,910 -2%
FAAM
99
First Allied Asset Management
California
$8.78M -$490K -24,182 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.56M -$933K -46,000 -10%

XLK Hedge Fund Activity: Q4 2014 in Review

523 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2014, worth a combined $7.49B — down 8.6% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLK positions and 28 closed out — a net gain of 67 holders — while 218 added to existing stakes and 144 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $151M. The largest seller was Goldman Sachs, cutting an estimated $1.07B.

  • 523 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2014, up from 463 in Q3 2014.
  • Funds reported $7.49B of State Street Technology Select Sector SPDR ETF stock for Q4 2014, down 8.6% quarter-over-quarter.
  • 95 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2014 and 28 closed out, a net change of +67 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2014 was Nomura Holdings, an estimated $151M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2014 was Goldman Sachs, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2014.