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State Street Technology Select Sector SPDR ETF

361 hedge funds and large institutions have $4.71B invested in State Street Technology Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

34% more capital invested

Capital invested by funds: $3.51B → $4.71B (+$1.2B)

17% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 109

12.9% more ownership

Funds ownership: 67.43%80.32% (+13%)

7% more funds holding

Funds holding: 336361 (+25)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3% more call options, than puts

Call options by funds: $241M | Put options by funds: $234M

Holders
361
Holders Change
+25
Holders Change %
+7.44%
% of All Funds
11.7%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.78%
New
60
Increased
127
Reduced
109
Closed
31
Calls
$241M
Puts
$234M
Net Calls
+$6.79M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BAC
151
Boys Arnold & Co
North Carolina
$1.6M +$231K +14,510 +17%
Comerica Bank
152
Comerica Bank
Texas
$1.58M -$133K -8,348 -8%
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$1.58M +$534K +33,486 +51%
SB
154
Suntrust Banks
Georgia
$1.56M -$169K -10,582 -10%
SAG
155
Sterne Agee Group
Alabama
$1.52M -$7.08K -444 -0.5%
Lazard Asset Management
156
Lazard Asset Management
New York
$1.51M -$207K -13,000 -12%
MAM
157
Marquette Asset Management
Minnesota
$1.35M
TU
158
TDAM USA
Ontario, Canada
$1.34M +$1.33M +83,700 New
MFW
159
Meristem Family Wealth
Minnesota
$1.33M
NL
160
NWAM LLC
Washington
$1.29M -$61.4K -3,850 -5%
JMPWA
161
JP Morgan Private Wealth Advisors
California
$1.25M -$60K -3,764 -5%
BFEC
162
Benjamin F. Edwards & Company
Missouri
$1.22M +$240K +15,074 +25%
CASB
163
Cape Ann Savings Bank
Massachusetts
$1.22M -$6.86K -430 -0.6%
FANJ
164
Financial Architects (New Jersey)
New Jersey
$1.21M +$182K +11,398 +18%
FNBOMD
165
First National Bank of Mount Dora
Florida
$1.19M +$15.9K +1,000 +1%
MA
166
MUFG Americas
New York
$1.18M -$142K -8,880 -11%
TT
167
Tower Trust
Indiana
$1.16M -$153K -9,604 -12%
BPBT
168
Boston Private Bank & Trust
Massachusetts
$1.14M +$80.7K +5,060 +8%
FTI
169
Fiduciary Trust International
Massachusetts
$1.12M -$88K -5,520 -7%
AA
170
Ancora Advisors
Ohio
$1.1M +$1.09M +68,498 New
ICM
171
Ionic Capital Management
New York
$1.09M -$4.36M -273,558 -80%
CAM
172
Capstone Asset Management
Texas
$1.07M +$1.06M +66,660 New
GIM
173
Goelzer Investment Management
Indiana
$1.05M -$1.2M -75,536 -53%
BOK
174
Bank of Kentucky
Kentucky
$1.04M +$145K +9,088 +16%
DY
175
Dowling & Yahnke
California
$1.03M -$18.8K -1,180 -2%

XLK Hedge Fund Activity: Q3 2013 in Review

361 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2013, worth a combined $4.71B — up 34% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new XLK positions and 31 closed out — a net gain of 29 holders — while 127 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $815M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $57.7M.

  • 361 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2013, up from 336 in Q2 2013.
  • Funds reported $4.71B of State Street Technology Select Sector SPDR ETF stock for Q3 2013, up 34% quarter-over-quarter.
  • 60 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2013 and 31 closed out, a net change of +29 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2013 was Goldman Sachs, an estimated $815M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2013 was Lockheed Martin Investment Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2013.