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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
QIM
126
Quantitative Investment Management
Virginia
$2.39M +$2.38M +149,200 New
Rafferty Asset Management
127
Rafferty Asset Management
New York
$2.38M -$3.18M -199,582 -57%
LBC
128
Lowe Brockenbrough & Co
Virginia
$2.38M
HSBC Holdings
129
HSBC Holdings
United Kingdom
$2.32M +$74K +4,640 +3%
B
130
Baird
Wisconsin
$2.25M -$15.8M -992,404 -88%
AII
131
AGF Investments Inc
Ontario, Canada
$2.2M +$2.19M +137,458 New
NCM
132
Nelson Capital Management
California
$2.16M +$52.9K +3,320 +3%
CWM
133
Concert Wealth Management
California
$2.12M +$325K +20,366 +18%
Janney Montgomery Scott
134
Janney Montgomery Scott
Pennsylvania
$2.1M +$2.09M +131,088 New
MFS
135
MSI Financial Services
Massachusetts
$2.1M -$631K -39,562 -23%
PMG
136
ProVise Management Group
Florida
$2.05M +$676K +42,398 +49%
RCM
137
Rivernorth Capital Management
Florida
$2.04M +$2.03M +127,300 New
ST
138
Spot Trading
Illinois
$2M +$1.45M +90,836 +267%
TAM
139
Thornmark Asset Management
Ontario, Canada
$1.94M +$1.93M +120,920 New
GI
140
Gradient Investments
Minnesota
$1.94M +$179K +11,228 +10%
BIT
141
BlackRock Institutional Trust
California
$1.87M -$13.1M -819,560 -88%
CAN
142
Cetera Advisor Networks
California
$1.76M -$264K -16,544 -13%
AL
143
Agran Libbie
California
$1.75M -$14.4K -900 -0.8%
MAS
144
Madden Advisory Services
Florida
$1.72M +$14.8K +930 +0.9%
CIC
145
Carnegie Investment Counsel
Ohio
$1.71M +$82.6K +5,182 +5%
BF
146
BOK Financial
Oklahoma
$1.69M -$61.2K -3,840 -4%
OC
147
Oppenheimer & Co
New York
$1.69M -$975K -61,118 -37%
Invesco
148
Invesco
Georgia
$1.67M +$13.1K +822 +0.8%
HJA
149
Hugh Johnson Advisors
New York
$1.62M -$545K -34,210 -25%
PCM
150
Parsons Capital Management
Rhode Island
$1.6M +$6.54K +410 +0.4%

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.