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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
SIS
1201
Sound Income Strategies
Florida
$16K
RCG
1202
Ruggie Capital Group
Florida
$16K +$15.5K +274 New
CICI
1203
Capital Investment Counsel Inc
North Carolina
$15K
JWM
1204
Jeppson Wealth Management
California
$15K +$14.1K +250 New
FPB
1205
First PREMIER Bank
South Dakota
$14K
SC
1206
Steph & Co
Wisconsin
$14K
ST
1207
Smithfield Trust
Pennsylvania
$13K
CAL
1208
Capital Analysts LLC
Pennsylvania
$12K +$11.3K +200 New
DAM
1209
Delta Asset Management
Tennessee
$12K +$11.3K +200 New
HWA
1210
Heritage Wealth Advisors
Virginia
$11.7K -$13.6K -240 -55%
HWA
1211
HHM Wealth Advisors
Tennessee
$11K -$27.8K -492 -73%
HFA
1212
HC Financial Advisors
California
$11K
FWM
1213
Focused Wealth Management
New York
$11K +$2.26K +40 +27%
PCFFS
1214
Pacific Center for Financial Services
California
$11K +$5.88K +104 +116%
OFG
1215
Oxford Financial Group
Indiana
$8K
DTIM
1216
Danda Trouve Investment Management
Kansas
$7K -$3.39K -60 -33%
CMA
1217
Cedar Mountain Advisors
Oregon
$6K
HMS
1218
Hanseatic Management Services
New Mexico
$5K
LWA
1219
Lowe Wealth Advisors
Maryland
$5K
IF
1220
Ironwood Financial
Arizona
$5K +$5.08K +90 New
M
1221
MOTCO
Texas
$5K +$5.31K +94 New
IRC
1222
Investors Research Corp
Georgia
$4K
Koshinski Asset Management
1223
Koshinski Asset Management
Illinois
$3.25K -$641K -11,348 -18%
SFA
1224
Semmax Financial Advisors
North Carolina
$3K
F
1225
F3Logic
Minnesota
$2.06K -$567K -10,042 -22%

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.