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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
CCT
126
Chemung Canal Trust
New York
$3.8M +$110K +6,500 +3%
FFBTD
127
First Financial Bank - Trust Division
Ohio
$3.76M -$550K -32,454 -13%
IF
128
IRON Financial
Illinois
$3.54M +$3.35M +197,862 New
B
129
Baird
Wisconsin
$3.46M +$904K +53,360 +38%
CNB
130
City National Bank
California
$3.45M -$220K -12,960 -6%
MLM
131
Mount Lucas Management
Pennsylvania
$3.39M -$72.5K -4,278 -2%
EAM
132
Eclectica Asset Management
United Kingdom
$3.37M +$105K +6,200 +3%
KIA
133
KCM Investment Advisors
California
$3.33M +$40.7K +2,402 +1%
PI
134
Placemark Investments
Illinois
$3.29M +$430K +25,358 +16%
HRIA
135
Haberer Registered Investment Advisor
Ohio
$3.29M -$358K -21,108 -10%
NB
136
NBT Bank
New York
$3.16M -$112K -6,612 -4%
CB
137
Commerce Bank
Missouri
$3.09M +$136K +8,020 +5%
BG
138
Bahl & Gaynor
Ohio
$3M +$61.2K +3,610 +2%
OC
139
Oakworth Capital
Alabama
$3M +$2.84M +167,662 New
HCM
140
HM Capital Management
Missouri
$2.95M -$480K -28,300 -15%
PAG
141
Private Advisor Group
New Jersey
$2.93M +$2.78M +163,962 New
MCM
142
Murphy Capital Management
New Jersey
$2.9M +$67.8K +4,002 +3%
BOS
143
Bingham Osborn & Scarborough
California
$2.86M -$178K -10,480 -6%
CAM
144
Capstone Asset Management
Texas
$2.84M +$1.56M +92,214 +138%
FNBOH
145
First National Bank of Hutchinson
Kansas
$2.81M -$92.3K -5,446 -3%
GCA
146
Greenwood Capital Associates
South Carolina
$2.79M +$25.7K +1,518 +1%
TPP
147
Triangle Peak Partners
California
$2.73M +$2.59M +153,074 New
WCM
148
Windsor Capital Management
Arizona
$2.73M -$285K -16,816 -10%
PMG
149
ProVise Management Group
Florida
$2.71M +$383K +22,580 +18%
Janney Montgomery Scott
150
Janney Montgomery Scott
Pennsylvania
$2.67M +$308K +18,176 +14%

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.