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State Street Technology Select Sector SPDR ETF

1,124 hedge funds and large institutions have $14.9B invested in State Street Technology Select Sector SPDR ETF in 2019 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 350 increasing their positions, 364 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

391% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 46

19% more capital invested

Capital invested by funds: $12.5B → $14.9B (+$2.37B)

18% more funds holding

Funds holding: 9551,124 (+169)

17% more funds holding in top 10

Funds holding in top 10: 96112 (+16)

0.15% more ownership

Funds ownership: 111.62%111.77% (+0.15%)

4% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 364

18% less call options, than puts

Call options by funds: $1.43B | Put options by funds: $1.74B

Holders
1,124
Holders Change
+169
Holders Change %
+17.7%
% of All Funds
22.14%
Holding in Top 10
112
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+16.67%
% of All Funds
2.21%
New
226
Increased
350
Reduced
364
Closed
46
Calls
$1.43B
Puts
$1.74B
Net Calls
-$305M
Net Calls Change
+$43.3M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1101
Sound Income Strategies
Florida
$13K
MIFH
1102
Migdal Insurance & Financial Holdings
Israel
$13K +$9.25K +216 +338%
FWM
1103
FSA Wealth Management
Massachusetts
$13K +$11.8K +276 New
FA
1104
Faithward Advisors
Pennsylvania
$13K +$12K +280 New
FWM
1105
Filbrandt Wealth Management
Wisconsin
$12K +$11.9K +278 New
SC
1106
Steph & Co
Wisconsin
$11K +$10.5K +246 New
CICI
1107
Capital Investment Counsel Inc
North Carolina
$11K +$10.7K +250 New
TA
1108
TFG Advisers
Michigan
$11K +$10.8K +252 New
PFSC
1109
Peoples Financial Services Corp
Pennsylvania
$9K
LWM
1110
Lionsbridge Wealth Management
Florida
$9K +$8.56K +200 New
RBA
1111
Richard Bernstein Advisors
New York
$8K +$8.13K +190 New
BAM
1112
Barrett Asset Management
New York
$7K
LWA
1113
Lowe Wealth Advisors
Maryland
$7K
RFM
1114
Royal Fund Management
Florida
$7K +$1.71K +40 +32%
RP
1115
Rice Partnership
Hawaii
$6K +$5.99K +140 New
DTIM
1116
Danda Trouve Investment Management
Kansas
$5K +$4.28K +100 New
CMA
1117
Cedar Mountain Advisors
Oregon
$5K +$4.54K +106 New
EAM
1118
Eukles Asset Management
Ohio
$4K
LAS
1119
Lloyd Advisory Services
Georgia
$4K +$3.51K +82 New
DOA
1120
D'Orazio & Associates
Virginia
$3K
LPWM
1121
Lake Point Wealth Management
Texas
$2K +$1.63K +38 New
NDSI
1122
Newman Dignan & Sheerar Inc
Rhode Island
$465 -$8.47K -198 -2%
PGAM
1123
Princeton Global Asset Management
New Jersey
$381 -$68.3K -1,596 -16%
FCH
1124
Freestone Capital Holdings
Washington
$220 -$8.47K -198 -4%
SHWM
1125
Silicon Hills Wealth Management
Texas
$128 +$86 +2 New

XLK Hedge Fund Activity: Q4 2019 in Review

1,124 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2019, worth a combined $14.9B — up 19% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new XLK positions and 46 closed out — a net gain of 180 holders — while 350 added to existing stakes and 364 trimmed.

The largest buyer was Squarepoint, opening a new position worth an estimated $565M. The largest seller was Barclays, cutting an estimated $137M.

  • 1,124 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2019, up from 955 in Q3 2019.
  • Funds reported $14.9B of State Street Technology Select Sector SPDR ETF stock for Q4 2019, up 19% quarter-over-quarter.
  • 226 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2019 and 46 closed out, a net change of +180 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2019 was Squarepoint, an estimated $565M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2019 was Barclays, an estimated $137M sold.

Based on aggregated 13F filings for Q4 2019.