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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
UAS
101
United Asset Strategies
New York
$22M -$3.89M -68,796 -15%
FAIM
102
Financial Advocates Investment Management
Washington
$21.9M +$6.62M +117,136 +45%
MML Investors Services
103
MML Investors Services
Massachusetts
$20.9M -$12.6M -223,730 -38%
Fiera Capital (Canada)
104
Fiera Capital (Canada)
Quebec, Canada
$20.3M +$371K +6,562 +2%
Parallax Volatility Advisers
105
Parallax Volatility Advisers
California
$20.1M -$11.2M -198,522 -37%
AWA
106
ARS Wealth Advisors
Florida
$19.3M -$1.3M -22,974 -7%
ZIG
107
Zurich Insurance Group
Switzerland
$19.3M +$1.54M +27,216 +9%
AAIM
108
Asset Advisors Investment Management
Georgia
$19.2M -$136K -2,402 -0.7%
RT
109
Rockland Trust
Massachusetts
$18.9M -$951K -16,838 -5%
FHC
110
First Horizon Corporation
Tennessee
$18.9M +$18.3M +323,342 New
ADEF
111
Adams Diversified Equity Fund
Maryland
$18.8M +$18.2M +322,600 New
QFA
112
Quattro Financial Advisors
Texas
$18.7M -$716K -12,664 -4%
TCWA
113
Ten Capital Wealth Advisors
Washington
$17.9M +$17.4M +307,394 New
AAS
114
Avantax Advisory Services
Texas
$17.8M +$9.02M +159,608 +110%
TCM
115
Tradewinds Capital Management
Washington
$17.7M -$1.21M -21,398 -7%
Thrivent Financial for Lutherans
116
Thrivent Financial for Lutherans
Minnesota
$17.5M +$4.46M +78,902 +36%
Creative Planning
117
Creative Planning
Kansas
$17.4M +$1M +17,714 +6%
Prudential Financial
118
Prudential Financial
New Jersey
$17.4M +$4.05M +71,768 +32%
SCA
119
Stillwater Capital Advisors
Pennsylvania
$17.2M +$4.43M +78,416 +36%
SAS
120
Sage Advisory Services
Texas
$17.1M -$3.07M -54,408 -16%
BMM
121
Buffington Mohr McNeal
Idaho
$17.1M -$196K -3,468 -1%
Comerica Bank
122
Comerica Bank
Texas
$16.8M -$2.08M -36,746 -11%
SWP
123
Stratos Wealth Partners
Ohio
$16.7M -$467K -8,268 -3%
AI
124
Atria Investments
North Carolina
$16.4M -$3.88M -68,652 -20%
MC
125
Martin & Co
Tennessee
$16.4M -$256K -4,530 -2%

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.