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State Street Technology Select Sector SPDR ETF

361 hedge funds and large institutions have $4.71B invested in State Street Technology Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

34% more capital invested

Capital invested by funds: $3.51B → $4.71B (+$1.2B)

17% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 109

12.9% more ownership

Funds ownership: 67.43%80.32% (+13%)

7% more funds holding

Funds holding: 336361 (+25)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3% more call options, than puts

Call options by funds: $241M | Put options by funds: $234M

Holders
361
Holders Change
+25
Holders Change %
+7.44%
% of All Funds
11.7%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.78%
New
60
Increased
127
Reduced
109
Closed
31
Calls
$241M
Puts
$234M
Net Calls
+$6.79M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
NYLIM
101
New York Life Investment Management
New York
$3.23M +$665K +41,722 +26%
SMM
102
Stadion Money Management
Georgia
$3.11M +$190K +11,912 +7%
MLM
103
Mount Lucas Management
Pennsylvania
$3.11M +$156K +9,776 +5%
HCM
104
HM Capital Management
Missouri
$3.09M -$671K -42,066 -18%
BMM
105
Buffington Mohr McNeal
Idaho
$2.98M +$1.86M +116,340 +166%
ACM
106
Antonetti Capital Management
Florida
$2.97M +$697K +43,714 +31%
KIA
107
KCM Investment Advisors
California
$2.95M +$89.5K +5,610 +3%
NB
108
NBT Bank
New York
$2.94M -$52.2K -3,276 -2%
EAM
109
Eclectica Asset Management
United Kingdom
$2.92M +$2.91M +182,200 New
SNC
110
Stifel Nicolaus & Co
Missouri
$2.78M -$450K -28,250 -14%
BOS
111
Bingham Osborn & Scarborough
California
$2.73M -$16.7K -1,050 -0.6%
WCM
112
Windsor Capital Management
Arizona
$2.72M -$685K -42,976 -20%
B
113
Barings
North Carolina
$2.69M +$2.37M +148,600 +766%
AIM
114
Acropolis Investment Management
Missouri
$2.65M -$156K -9,786 -6%
CB
115
Commerce Bank
Missouri
$2.64M +$362K +22,716 +16%
VKH
116
Virtu KCG Holdings
New York
$2.63M +$2.62M +164,428 New
BG
117
Bahl & Gaynor
Ohio
$2.63M +$65.4K +4,100 +3%
FNBOH
118
First National Bank of Hutchinson
Kansas
$2.61M -$2.55M -159,956 -50%
AIG
119
American International Group
New York
$2.59M +$586K +36,766 +29%
TTWM
120
TCV Trust & Wealth Management
Virginia
$2.58M +$63.4K +3,976 +3%
PI
121
Placemark Investments
Illinois
$2.55M -$164K -10,302 -6%
MCM
122
Murphy Capital Management
New Jersey
$2.53M +$66.8K +4,190 +3%
IFWM
123
Institute for Wealth Management
Colorado
$2.53M -$560K -35,146 -18%
UCFA
124
United Capital Financial Advisors
Texas
$2.5M +$59K +3,700 +2%
GCA
125
Greenwood Capital Associates
South Carolina
$2.48M +$2.47M +154,670 New

XLK Hedge Fund Activity: Q3 2013 in Review

361 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2013, worth a combined $4.71B — up 34% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new XLK positions and 31 closed out — a net gain of 29 holders — while 127 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $815M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $57.7M.

  • 361 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2013, up from 336 in Q2 2013.
  • Funds reported $4.71B of State Street Technology Select Sector SPDR ETF stock for Q3 2013, up 34% quarter-over-quarter.
  • 60 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2013 and 31 closed out, a net change of +29 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2013 was Goldman Sachs, an estimated $815M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2013 was Lockheed Martin Investment Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2013.