We are live on ! Find out more
XLK icon

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
KAS
76
Kestra Advisory Services
Texas
$31.7M +$30.6M +541,560 New
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$31.1M
AA
78
Advisory Alpha
Michigan
$30.8M +$2.17M +38,330 +8%
EWA
79
EP Wealth Advisors
California
$30.7M +$234K +4,144 +0.8%
IWC
80
Integrated Wealth Concepts
Massachusetts
$29.4M +$17.7M +313,960 +166%
SMG
81
Spectrum Management Group
Indiana
$29.2M +$5.71M +101,122 +25%
GKWIM
82
Gerber Kawasaki Wealth & Investment Management
California
$28.3M -$1.04M -18,454 -4%
FIB
83
First Interstate Bank
Montana
$28.3M -$3.55M -62,822 -11%
CB
84
Commerce Bank
Missouri
$27.7M -$517K -9,154 -2%
SS
85
Simplicity Solutions
Minnesota
$26.4M +$4.21M +74,562 +20%
ASN
86
Advisory Services Network
Georgia
$26.2M +$1.46M +25,916 +6%
HCM
87
Hollencrest Capital Management
California
$26.1M -$2.22M -39,220 -8%
PFO
88
Pathstone Family Office
New Jersey
$25.7M -$1.05M -18,498 -4%
CAN
89
Cetera Advisor Networks
California
$25.6M -$502K -8,876 -2%
V
90
Veritable
Delaware
$25.4M -$256K -4,524 -1%
CIC
91
Carnegie Investment Counsel
Ohio
$25.2M +$280K +4,960 +1%
OPS
92
Orion Portfolio Solutions
Nebraska
$25.2M -$1.89M -33,492 -7%
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.9M -$469K -8,308 -2%
EB
94
Eastern Bank
Massachusetts
$23.9M -$9.61K -170 -0%
PP
95
Paloma Partners
Connecticut
$23.8M -$72.6M -1,284,772 -76%
CG
96
Colony Group
Massachusetts
$23.6M -$2.46M -43,576 -10%
LCM
97
Landscape Capital Management
New Jersey
$23.3M +$22.6M +400,000 New
SC
98
Sepio Capital
Utah
$23.3M -$642K -11,366 -3%
AWM
99
AE Wealth Management
Kansas
$22.8M +$1.11M +19,672 +5%
HIM
100
Hanlon Investment Management
New Jersey
$22M -$5.77M -102,100 -21%

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.