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State Street Technology Select Sector SPDR ETF

1,628 hedge funds and large institutions have $30.2B invested in State Street Technology Select Sector SPDR ETF in 2021 Q4 according to their latest regulatory filings, with 289 funds opening new positions, 577 increasing their positions, 492 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

445% more first-time investments, than exits

New positions opened: 289 | Existing positions closed: 53

23% more funds holding in top 10

Funds holding in top 10: 155190 (+35)

17% more repeat investments, than reductions

Existing positions increased: 577 | Existing positions reduced: 492

15% more funds holding

Funds holding: 1,4191,628 (+209)

2.52% more ownership

Funds ownership: 114.4%116.91% (+2.5%)

43% less call options, than puts

Call options by funds: $2.58B | Put options by funds: $4.53B

92% less capital invested

Capital invested by funds: $401B → $30.2B (-$371B)

Holders
1,628
Holders Change
+209
Holders Change %
+14.73%
% of All Funds
25.05%
Holding in Top 10
190
Holding in Top 10 Change
+35
Holding in Top 10 Change %
+22.58%
% of All Funds
2.92%
New
289
Increased
577
Reduced
492
Closed
53
Calls
$2.58B
Puts
$4.53B
Net Calls
-$1.95B
Net Calls Change
+$468M
Name Holding Trade Value Shares
Change
Change in
Stake
UFF
1501
USA Financial Formulas
Michigan
$110K -$28.2K -342 -21%
LF
1502
Lee Financial
Texas
$109K +$104K +1,258 New
AWM
1503
AllSquare Wealth Management
New York
$108K
BAM
1504
Bellevue Asset Management
Washington
$108K
NWM
1505
Navigation Wealth Management
Colorado
$106K
FWM
1506
Focused Wealth Management
New York
$106K +$494 +6 +0.5%
BHWM
1507
Bay Harbor Wealth Management
Maryland
$105K -$70.5K -856 -39%
AIM
1508
Anchor Investment Management
South Carolina
$102K +$24.2K +294 +34%
DWA
1509
Delos Wealth Advisors
Texas
$100K
TA
1510
Tectonic Advisors
Texas
$99K -$18.1K -220 -16%
RMC
1511
Resources Management Corp
Connecticut
$99K -$4.94K -60 -5%
WAS
1512
Winch Advisory Services
Wisconsin
$99K
JAWM
1513
J. Arnold Wealth Management
Ohio
$94K -$59.5K -722 -40%
GWS
1514
Glassman Wealth Services
Virginia
$94K
HC
1515
Hoese & Co
Minnesota
$93K
HNWA
1516
Henrickson Nauta Wealth Advisors
Michigan
$93K +$98.8K +1,200 New
MIM
1517
Macroview Investment Management
Maryland
$91K +$165 +2 +0.2%
ECM
1518
Estabrook Capital Management
New York
$90.4K
FA
1519
Faithward Advisors
Pennsylvania
$90K +$29.2K +354 +52%
FFWM
1520
Future Financial Wealth Management
Ohio
$88K +$82.4K +1,000 New
DWA
1521
Dougherty Wealth Advisers
Minnesota
$87K
ST
1522
Sageworth Trust
Pennsylvania
$87K
JFA
1523
JNBA Financial Advisors
Minnesota
$83K -$988 -12 -1%
PFBT
1524
Parkside Financial Bank & Trust
Missouri
$82K +$6.26K +76 +9%
RPCONE
1525
Retirement Planning Company of New England
Rhode Island
$82K +$78.4K +952 New

XLK Hedge Fund Activity: Q4 2021 in Review

1,628 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2021, worth a combined $30.2B — down 92% from $401B a quarter earlier.

Buyers outnumbered sellers: 289 funds opened new XLK positions and 53 closed out — a net gain of 236 holders — while 577 added to existing stakes and 492 trimmed.

The largest buyer was WestEnd Advisors, opening a new position worth an estimated $433M. The largest seller was Millennium Management, cutting an estimated $291M.

  • 1,628 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2021, up from 1,419 in Q3 2021.
  • Funds reported $30.2B of State Street Technology Select Sector SPDR ETF stock for Q4 2021, down 92% quarter-over-quarter.
  • 289 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2021 and 53 closed out, a net change of +236 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2021 was WestEnd Advisors, an estimated $433M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2021 was Millennium Management, an estimated $291M sold.

Based on aggregated 13F filings for Q4 2021.