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State Street Technology Select Sector SPDR ETF

523 hedge funds and large institutions have $7.49B invested in State Street Technology Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 218 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 28

51% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 144

13% more funds holding

Funds holding: 463523 (+60)

12% more funds holding in top 10

Funds holding in top 10: 5157 (+6)

6.35% less ownership

Funds ownership: 118.26%111.91% (-6.4%)

9% less capital invested

Capital invested by funds: $8.2B → $7.49B (-$708M)

72% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $250M

Holders
523
Holders Change
+60
Holders Change %
+12.96%
% of All Funds
13.94%
Holding in Top 10
57
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.76%
% of All Funds
1.52%
New
95
Increased
218
Reduced
144
Closed
28
Calls
$69.9M
Puts
$250M
Net Calls
-$180M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$6.84M +$5.85M +288,354 +677%
Citigroup
127
Citigroup
New York
$6.42M -$32.1M -1,584,182 -84%
LTFS
128
Ladenburg Thalmann Financial Services
Florida
$6.39M +$2.51M +123,624 +67%
NA
129
Nottingham Advisors
New York
$6.36M +$41 +2 +0%
KIA
130
KCM Investment Advisors
California
$6.35M +$2.08M +102,702 +50%
NCM
131
Niemann Capital Management
Nevada
$6.32M -$218K -10,776 -3%
GLA
132
Great Lakes Advisors
Illinois
$6.24M -$19.2K -946 -0.3%
Stifel Financial
133
Stifel Financial
Missouri
$6.13M +$1.84M +90,844 +44%
BWM
134
Biltmore Wealth Management
Arizona
$6.06M +$5.94M +293,118 New
FAAS
135
First Allied Advisory Services
California
$6.04M -$404K -19,932 -6%
FCI
136
Financial Counselors Inc
Kansas
$5.92M -$295K -14,532 -5%
PAI
137
Pittenger & Anderson Inc
Nebraska
$5.9M +$57.8K +2,850 +1%
UCFA
138
United Capital Financial Advisors
Texas
$5.84M +$1.38M +68,104 +32%
SGAM
139
Steinberg Global Asset Management
Florida
$5.75M +$5.64M +278,296 New
MCM
140
MV Capital Management
Maryland
$5.7M +$5.59M +275,550 New
TFA
141
Toth Financial Advisory
Virginia
$5.65M +$133K +6,570 +2%
1832 Asset Management
142
1832 Asset Management
Ontario, Canada
$5.6M +$5.5M +271,188 New
Northwestern Mutual Wealth Management
143
Northwestern Mutual Wealth Management
Wisconsin
$5.57M +$1.68M +82,964 +44%
N
144
Nuveen
North Carolina
$5.36M
SIM
145
Strategic Income Management
Washington
$5.33M +$5.23M +257,972 New
FMT
146
First Mercantile Trust
Tennessee
$5.14M -$370K -18,238 -7%
CPS
147
Counsel Portfolio Services
Ontario, Canada
$5.12M +$263K +12,986 +6%
CCT
148
Chemung Canal Trust
New York
$5.11M +$942K +46,480 +23%
OC
149
Oakworth Capital
Alabama
$5.06M +$67.4K +3,322 +1%
FAM
150
Foothills Asset Management
Arizona
$4.97M -$180K -8,864 -4%

XLK Hedge Fund Activity: Q4 2014 in Review

523 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2014, worth a combined $7.49B — down 8.6% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLK positions and 28 closed out — a net gain of 67 holders — while 218 added to existing stakes and 144 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $151M. The largest seller was Goldman Sachs, cutting an estimated $1.07B.

  • 523 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2014, up from 463 in Q3 2014.
  • Funds reported $7.49B of State Street Technology Select Sector SPDR ETF stock for Q4 2014, down 8.6% quarter-over-quarter.
  • 95 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2014 and 28 closed out, a net change of +67 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2014 was Nomura Holdings, an estimated $151M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2014 was Goldman Sachs, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2014.