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State Street Technology Select Sector SPDR ETF

1,684 hedge funds and large institutions have $27.2B invested in State Street Technology Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 113 funds opening new positions, 614 increasing their positions, 651 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more first-time investments, than exits

New positions opened: 113 | Existing positions closed: 104

0.99% more ownership

Funds ownership: 112.47%113.46% (+0.99%)

1% less funds holding

Funds holding: 1,6971,684 (-13)

3% less capital invested

Capital invested by funds: $28B → $27.2B (-$784M)

6% less repeat investments, than reductions

Existing positions increased: 614 | Existing positions reduced: 651

15% less funds holding in top 10

Funds holding in top 10: 186159 (-27)

37% less call options, than puts

Call options by funds: $1.98B | Put options by funds: $3.15B

Holders
1,684
Holders Change
-13
Holders Change %
-0.77%
% of All Funds
26.73%
Holding in Top 10
159
Holding in Top 10 Change
-27
Holding in Top 10 Change %
-14.52%
% of All Funds
2.52%
New
113
Increased
614
Reduced
651
Closed
104
Calls
$1.98B
Puts
$3.15B
Net Calls
-$1.17B
Net Calls Change
-$153M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1576
Barometer Capital Management
Ontario, Canada
$83.6K -$3.43K -40 -4%
LFA
1577
LGT Financial Advisors
Texas
$82.5K +$17.8K +208 +26%
SIS
1578
Sound Income Strategies
Florida
$82.1K +$23.2K +270 +37%
BEI
1579
Benjamin Edwards Inc
Missouri
$82K
DWA
1580
Dougherty Wealth Advisers
Minnesota
$82K
SIC
1581
SJS Investment Consulting
Ohio
$81.9K
RWM
1582
Ruedi Wealth Management
Illinois
$80.3K
CPG
1583
Cornerstone Planning Group
New Jersey
$79.5K
FP
1584
Financial Perspectives
Minnesota
$77.5K +$172 +2 +0.2%
LFA
1585
Level Financial Advisors
New York
$77K
Lazard Asset Management
1586
Lazard Asset Management
New York
$75K
KC
1587
Knuff & Co
California
$73.8K -$8.58K -100 -10%
MPCG
1588
Matrix Private Capital Group
New York
$72.3K -$109K -1,270 -59%
JFA
1589
JNBA Financial Advisors
Minnesota
$71.1K -$5.32K -62 -7%
SC
1590
Steph & Co
Wisconsin
$71K +$50.1K +584 +207%
Kayne Anderson Rudnick Investment Management
1591
Kayne Anderson Rudnick Investment Management
California
$69.2K
AAMA
1592
Advanced Asset Management Advisors
Ohio
$67.2K
EWA
1593
EverSource Wealth Advisors
Alabama
$67.1K
IF
1594
Integrity Financial
Wyoming
$65.9K
OSNBOA
1595
Old Second National Bank of Aurora
Illinois
$65.6K
WBC
1596
West Branch Capital
Massachusetts
$64.9K
FPFS
1597
First Personal Financial Services
North Carolina
$61.5K -$38.6K -450 -38%
WOC
1598
West Oak Capital
California
$61K
BWS
1599
Buck Wealth Strategies
Colorado
$60.3K +$63.1K +736 New
TRCT
1600
Tower Research Capital (TRC)
New York
$59.5K -$2.82M -32,838 -98%

XLK Hedge Fund Activity: Q3 2023 in Review

1,684 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2023, worth a combined $27.2B — down 2.8% from $28B a quarter earlier.

Buyers outnumbered sellers: 113 funds opened new XLK positions and 104 closed out — a net gain of 9 holders — while 614 added to existing stakes and 651 trimmed.

The largest buyer was Granite Bay Wealth Management, adding an estimated $422M. The largest seller was Exchange Traded Concepts, exiting entirely with an estimated $138M sold.

  • 1,684 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2023, down from 1,697 in Q2 2023.
  • Funds reported $27.2B of State Street Technology Select Sector SPDR ETF stock for Q3 2023, down 2.8% quarter-over-quarter.
  • 113 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2023 and 104 closed out, a net change of +9 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2023 was Granite Bay Wealth Management, an estimated $422M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2023 was Exchange Traded Concepts, an estimated $138M sold.

Based on aggregated 13F filings for Q3 2023.