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Technology Select Sector SPDR Fund
XLK

Overview Fund Activity

1,225 hedge funds and large institutions have $18B invested in Technology Select Sector SPDR Fund in 2020 Q3 according to their latest regulatory filings, with 120 funds opening new positions, 375 increasing their positions, 546 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,225
Holders Change
+38
Holders Change %
+3.2%
% of All Funds
24.78%
Holding in Top 10
148
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.68%
% of All Funds
2.99%
New
120
Increased
375
Reduced
546
Closed
65
Calls
$1.5B
Puts
$2.07B
Net Calls
-$576M
Net Calls Change
+$208M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$192M
2
NLI
Nippon Life Insurance
Japan
+$187M
3
MFM
MD Financial Management
Ontario, Canada
+$159M
4
UBS AM
UBS AM
Illinois
+$115M
5
Barclays
Barclays
United Kingdom
+$72.8M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
-$121M
2
Wells Fargo
Wells Fargo
California
-$113M
3
PP
Paloma Partners
Connecticut
-$75M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$73.4M
5
UBS Group
UBS Group
Switzerland
-$71.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
1026
Aldebaran Financial
$231K +$231K +1,983 New
GPA
1027
Guidance Point Advisors
Massachusetts
$230K +$465 +4 +0.2%
BMO
1028
Beck Mack & Oliver
New York
$229K – – –
WIA
1029
Wealthstreet Investment Advisors
Texas
$229K +$229K +1,962 New
BBPWM
1030
Blue Bell Private Wealth Management
Pennsylvania
$228K +$117 +1 +0.1%
SSWM
1031
Smith Salley Wealth Management
North Carolina
$227K +$227K +1,944 New
AIP
1032
Almanack Investment Partners
Pennsylvania
$226K +$226K +1,910 New
FM
1033
Foster & Motley
Ohio
$225K – – –
SC
1034
Soundwatch Capital
Connecticut
$225K +$350 +3 +0.2%
PAS
1035
Park Avenue Securities
New York
$225K +$225K +1,930 New
AAS
1036
Annex Advisory Services
Wisconsin
$225K +$225K +1,931 New
WCFA
1037
Walkner Condon Financial Advisors
Wisconsin
$223K – – –
KCM
1038
Kendall Capital Management
Maryland
$223K +$223K +1,913 New
NFG
1039
Nadler Financial Group
Illinois
$222K +$222K +1,905 New
CWM
1040
Campbell Wealth Management
Virginia
$218K – – –
CCM
1041
Crossvault Capital Management
Texas
$218K +$218K +1,870 New
BW
1042
Bison Wealth
Georgia
$217K +$1.75K +15 +0.8%
SEIA
1043
Signature Estate & Investment Advisors
California
$216K -$548K -4,709 -72%
3F
1044
360 Financial
Minnesota
$215K -$17.5K -150 -8%
DLCIG
1045
D.L. Carlson Investment Group
New Hampshire
$214K -$62.4K -535 -23%
ANBT
1046
American National Bank & Trust
Texas
$214K – – –
SCCM
1047
Schafer Cullen Capital Management
New York
$214K +$214K +1,830 New
PWM
1048
Paulson Wealth Management
Illinois
$213K +$213K +1,824 New
WHG
1049
Westwood Holdings Group
Texas
$213K +$213K +1,825 New
OBWP
1050
O'Brien Wealth Partners
Massachusetts
$211K -$144K -1,217 -41%
40 41
42
43 44