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Technology Select Sector SPDR Fund
XLK

Overview Fund Activity

1,690 hedge funds and large institutions have $28B invested in Technology Select Sector SPDR Fund in 2023 Q2 according to their latest regulatory filings, with 195 funds opening new positions, 586 increasing their positions, 635 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,690
Holders Change
+123
Holders Change %
+7.85%
% of All Funds
26.65%
Holding in Top 10
184
Holding in Top 10 Change
+27
Holding in Top 10 Change %
+17.2%
% of All Funds
2.9%
New
195
Increased
586
Reduced
635
Closed
60
Calls
$1.76B
Puts
$2.78B
Net Calls
-$1.01B
Net Calls Change
-$260M

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$431M
2
WA
WestEnd Advisors
North Carolina
+$390M
3
Charles Schwab
Charles Schwab
California
+$335M
4
Morgan Stanley
Morgan Stanley
New York
+$177M
5
ETC
Exchange Traded Concepts
Oklahoma
+$138M

Top Sellers

1
EWA
EP Wealth Advisors
California
-$2.53B
2
Barclays
Barclays
United Kingdom
-$452M
3
Bank of America
Bank of America
North Carolina
-$308M
4
NAM
Nissay Asset Management
Japan
-$160M
5
RBA
Richard Bernstein Advisors
New York
-$143M
Name Holding Trade Value Shares
Change 		Shares
Change %
Luther King Capital Management (LKCM)
1026
Luther King Capital Management (LKCM)
Texas
$686K -$570K – –
AFA
1027
American Financial Advisors
Georgia
$685K -$12.3K -71 -2%
ATC
1028
Argent Trust Co
Tennessee
$683K +$19.6K +113 +3%
EHC
1029
Everett Harris & Co
California
$682K – – –
KWA
1030
Kingswood Wealth Advisors
California
$679K +$679K +3,906 New
HT
1031
Headlands Technologies
Illinois
$673K +$673K +3,869 New
ACA
1032
Aptus Capital Advisors
Alabama
$672K -$950K -5,462 -59%
KBFS
1033
Kohmann Bosshard Financial Services
Ohio
$672K +$672K +3,864 New
VDI
1034
Vaughan David Investments
Illinois
$667K -$261K -1,500 -28%
SQA
1035
Simon Quick Advisors
New Jersey
$664K -$79.8K -459 -11%
SFWA
1036
Summit Financial Wealth Advisors
Louisiana
$661K – – –
AFP
1037
Ausdal Financial Partners
Iowa
$659K +$247K +1,422 +60%
SAM
1038
Sawgrass Asset Management
Florida
$657K +$657K +3,777 New
SC
1039
Solstein Capital
California
$652K – – –
GWA
1040
GGM Wealth Advisors
Maryland
$648K +$648K +3,764 New
KLCM
1041
KG&L Capital Management
Louisiana
$645K -$22.8K -131 -3%
MGIA
1042
Moneta Group Investment Advisors
Missouri
$645K -$48.5K -279 -7%
CAM
1043
Carret Asset Management
New York
$640K +$21.7K +125 +4%
BMCM
1044
Burns Matteson Capital Management
New York
$632K +$300K +1,724 +90%
DIM
1045
Delta Investment Management
California
$630K -$25.9K -149 -4%
ERIM
1046
Eagle Ridge Investment Management
Connecticut
$630K -$154K -887 -20%
TMWM
1047
Taylor & Morgan Wealth Management
Michigan
$627K -$2.78K -16 -0.4%
FMI
1048
F/M Investments
District of Columbia
$625K +$625K +3,597 New
FTWA
1049
Fifth Third Wealth Advisors
Ohio
$624K +$624K +3,592 New
GAG
1050
GM Advisory Group
New York
$623K +$249K +1,432 +67%
40 41
42
43 44