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State Street Technology Select Sector SPDR ETF

1,955 hedge funds and large institutions have $35.5B invested in State Street Technology Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 725 increasing their positions, 727 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 90

3% more funds holding

Funds holding: 1,9061,955 (+49)

1% more capital invested

Capital invested by funds: $35.1B → $35.5B (+$334M)

0% less repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 727

7% less funds holding in top 10

Funds holding in top 10: 205190 (-15)

9.91% less ownership

Funds ownership: 119.63%109.73% (-9.9%)

29% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.8B

Holders
1,955
Holders Change
+49
Holders Change %
+2.57%
% of All Funds
28.16%
Holding in Top 10
190
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.32%
% of All Funds
2.74%
New
162
Increased
725
Reduced
727
Closed
90
Calls
$2B
Puts
$2.8B
Net Calls
-$804M
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
SHFA
1076
SS&H Financial Advisors
Michigan
$909K
LAS
1077
LWM Advisory Services
Florida
$909K +$462K +4,568 +110%
NF
1078
Norwood Financial
Pennsylvania
$908K
SWMP
1079
Signature Wealth Management Partners
New Jersey
$907K
TWP
1080
Tyche Wealth Partners
Texas
$903K +$225K +2,226 +35%
FA
1081
Fountainhead AM
New Jersey
$900K +$270K +2,666 +45%
HR
1082
Hardy Reed
Mississippi
$898K
PS
1083
Portfolio Strategies
New York
$898K +$872K +8,624 New
BIM
1084
Baldwin Investment Management
Pennsylvania
$896K +$7.08K +70 +0.8%
PPG
1085
Peak Planning Group
Colorado
$893K +$269K +2,656 +45%
SWP
1086
Strategic Wealth Partners
Ohio
$892K +$329K +3,258 +61%
AQR Capital Management
1087
AQR Capital Management
Connecticut
$891K +$130K +1,282 +18%
WPW
1088
Waldron Private Wealth
Pennsylvania
$886K +$148K +1,460 +21%
NFSG
1089
Newbridge Financial Services Group
Florida
$886K +$12.7K +126 +2%
AWA
1090
Amplius Wealth Advisors
Pennsylvania
$880K -$34.2K -338 -4%
HSA
1091
HBK Sorce Advisory
Pennsylvania
$879K +$48.7K +482 +6%
VCM
1092
Vivaldi Capital Management
Illinois
$878K -$28.7K -284 -3%
SCM
1093
SOL Capital Management
Maryland
$875K -$20.2K -200 -2%
LC
1094
Lavaca Capital
Texas
$875K -$80.1K -792 -9%
Vontobel Holding
1095
Vontobel Holding
Switzerland
$875K -$179K -1,768 -17%
SAM
1096
Sawgrass Asset Management
Florida
$872K +$17.2K +170 +2%
EIA
1097
Eldridge Investment Advisors
New Hampshire
$872K +$202 +2 +0%
CW
1098
Channel Wealth
California
$868K -$51.8K -512 -6%
EFMC
1099
Empire Financial Management Company
New York
$860K -$28.1K -278 -3%
EFA
1100
Edge Financial Advisors
Illinois
$860K +$835K +8,254 New

XLK Hedge Fund Activity: Q1 2024 in Review

1,955 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2024, worth a combined $35.5B — up 0.95% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new XLK positions and 90 closed out — a net gain of 72 holders — while 725 added to existing stakes and 727 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $2.24B.

  • 1,955 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2024, up from 1,906 in Q4 2023.
  • Funds reported $35.5B of State Street Technology Select Sector SPDR ETF stock for Q1 2024, up 0.95% quarter-over-quarter.
  • 162 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2024 and 90 closed out, a net change of +72 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $277M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.24B sold.

Based on aggregated 13F filings for Q1 2024.