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State Street Technology Select Sector SPDR ETF

418 hedge funds and large institutions have $5.88B invested in State Street Technology Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 143 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 32

83% more call options, than puts

Call options by funds: $616M | Put options by funds: $337M

50% more funds holding in top 10

Funds holding in top 10: 2436 (+12)

25% more capital invested

Capital invested by funds: $4.71B → $5.88B (+$1.18B)

17% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 122

16% more funds holding

Funds holding: 361418 (+57)

8.93% more ownership

Funds ownership: 80.32%89.26% (+8.9%)

Holders
418
Holders Change
+57
Holders Change %
+15.79%
% of All Funds
12.13%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
1.04%
New
92
Increased
143
Reduced
122
Closed
32
Calls
$616M
Puts
$337M
Net Calls
+$279M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
WCA
101
Woodbine Capital Advisors
New York
$5M +$4.75M +280,000 New
MCM
102
Manchester Capital Management
Vermont
$4.93M
NFG
103
NewFocus Financial Group
Washington
$4.93M +$4.67M +275,688 New
ST
104
Sabal Trust
Florida
$4.92M -$76.2K -4,498 -2%
MC
105
Martin & Co
Tennessee
$4.87M -$11K -650 -0.2%
FWCM
106
Ferguson Wellman Capital Management
Oregon
$4.7M +$4.45M +262,864 New
ICM
107
Ionic Capital Management
New York
$4.68M +$3.29M +193,958 +285%
WI
108
Wafra Inc
New York
$4.66M +$4.41M +260,500 New
FMT
109
First Mercantile Trust
Tennessee
$4.65M -$28.1K -1,660 -0.6%
FAM
110
Foothills Asset Management
Arizona
$4.64M +$4.4M +259,642 New
BGDI
111
BW Gestao de Investimentos
Brazil
$4.56M +$4.33M +255,260 New
TFA
112
Toth Financial Advisory
Virginia
$4.55M +$265K +15,642 +7%
BMM
113
Buffington Mohr McNeal
Idaho
$4.38M +$994K +58,660 +31%
Rafferty Asset Management
114
Rafferty Asset Management
New York
$4.29M +$1.54M +91,126 +61%
CIA
115
Capital Investment Advisors
Georgia
$4.21M +$4M +235,808 New
N
116
Nuveen
North Carolina
$4.18M
LPC
117
Loeb Partners Corp
New York
$4.14M +$3.42M +201,584 +672%
CHFS
118
Cobble Hill Financial Services
New Jersey
$4.11M
AIP
119
ARS Investment Partners
New York
$3.98M +$3.77M +222,662 New
TTWM
120
TCV Trust & Wealth Management
Virginia
$3.95M +$1.02M +60,436 +38%
SFT
121
Simmons First Trust
Arkansas
$3.92M +$45.5K +2,684 +1%
Ameriprise
122
Ameriprise
Minnesota
$3.89M +$42.9K +2,534 +1%
ACM
123
Antonetti Capital Management
Florida
$3.89M +$549K +32,374 +17%
IFWM
124
Institute for Wealth Management
Colorado
$3.82M +$951K +56,140 +36%
NG
125
NatWest Group
United Kingdom
$3.82M +$208K +12,280 +6%

XLK Hedge Fund Activity: Q4 2013 in Review

418 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2013, worth a combined $5.88B — up 25% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLK positions and 32 closed out — a net gain of 60 holders — while 143 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $158M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $122M sold.

  • 418 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2013, up from 361 in Q3 2013.
  • Funds reported $5.88B of State Street Technology Select Sector SPDR ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 92 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2013 and 32 closed out, a net change of +60 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2013 was Goldman Sachs, an estimated $158M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2013 was Lockheed Martin Investment Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.