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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
HCIA
126
Hochman Cole Investment Advisors
Illinois
$16.2M +$228K +4,030 +1%
CCT
127
Chemung Canal Trust
New York
$16.1M -$70.5K -1,248 -0.4%
UCFA
128
United Capital Financial Advisors
Texas
$15.6M -$8.88M -157,216 -37%
CIBC World Market
129
CIBC World Market
Ontario, Canada
$15.5M +$4.12M +72,998 +38%
IC
130
Innealta Capital
Texas
$15.2M -$907K -16,060 -6%
OC
131
Oakworth Capital
Alabama
$15.1M -$321K -5,688 -2%
ABC
132
Associated Banc-Corp
Wisconsin
$15.1M -$413K -7,314 -3%
KFA
133
Kays Financial Advisory
Georgia
$14.9M -$4M -70,758 -22%
BWM
134
Biltmore Wealth Management
Arizona
$14.8M -$11.9K -210 -0.1%
Lido Advisors
135
Lido Advisors
California
$14.7M -$273K -4,834 -2%
PI
136
Putnam Investments
Massachusetts
$14.7M -$4.17M -73,828 -23%
MLM
137
Mount Lucas Management
Pennsylvania
$14.6M -$5.65M -100,008 -29%
TFA
138
Toth Financial Advisory
Virginia
$14.4M +$129K +2,282 +0.9%
PI
139
PFS Investments
Georgia
$14.4M -$447K -7,920 -3%
KPW
140
Kore Private Wealth
New York
$14.4M -$231K -4,094 -2%
AA
141
ALPS Advisors
Colorado
$14.4M -$870K -15,394 -6%
AIC
142
Ayalon Insurance Company
Israel
$14.4M +$25.5K +452 +0.2%
RBC
143
Roble Belko & Company
Pennsylvania
$14.4M -$40.5K -716 -0.3%
GC
144
Grimes & Company
Massachusetts
$14.2M +$2.9M +51,348 +27%
Baird Financial Group
145
Baird Financial Group
Wisconsin
$14.2M -$940K -16,644 -6%
KWM
146
Kingsview Wealth Management
Oregon
$14.2M -$14.1M -249,958 -51%
CS
147
Credit Suisse
Switzerland
$14M -$10.6M -188,274 -44%
CC
148
Callan Capital
California
$13.9M -$705K -12,474 -5%
HCP
149
Holt Capital Partners
Texas
$13.9M -$18.1K -320 -0.1%
SPIA
150
Steward Partners Investment Advisory
New York
$13.7M +$1.37M +24,278 +11%

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.