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State Street Technology Select Sector SPDR ETF

418 hedge funds and large institutions have $5.88B invested in State Street Technology Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 143 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 32

83% more call options, than puts

Call options by funds: $616M | Put options by funds: $337M

50% more funds holding in top 10

Funds holding in top 10: 2436 (+12)

25% more capital invested

Capital invested by funds: $4.71B → $5.88B (+$1.18B)

17% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 122

16% more funds holding

Funds holding: 361418 (+57)

8.93% more ownership

Funds ownership: 80.32%89.26% (+8.9%)

Holders
418
Holders Change
+57
Holders Change %
+15.79%
% of All Funds
12.13%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
1.04%
New
92
Increased
143
Reduced
122
Closed
32
Calls
$616M
Puts
$337M
Net Calls
+$279M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
151
Avalon Capital Management
California
$2.66M +$2.52M +148,804 New
LBC
152
Lowe Brockenbrough & Co
Virginia
$2.66M
AIM
153
Acropolis Investment Management
Missouri
$2.63M -$303K -17,854 -11%
Northwestern Mutual Wealth Management
154
Northwestern Mutual Wealth Management
Wisconsin
$2.62M +$815K +48,114 +49%
BAC
155
Boys Arnold & Co
North Carolina
$2.61M +$783K +46,190 +46%
AIG
156
American International Group
New York
$2.6M -$282K -16,646 -10%
CWM
157
Concert Wealth Management
California
$2.59M +$207K +12,204 +9%
HSBC Holdings
158
HSBC Holdings
United Kingdom
$2.48M -$79K -4,660 -3%
TRCT
159
Tower Research Capital (TRC)
New York
$2.46M +$2.17M +128,060 +1,333%
NCM
160
Nelson Capital Management
California
$2.37M -$38.6K -2,280 -2%
CAN
161
Cetera Advisor Networks
California
$2.37M +$376K +22,190 +20%
Mariner
162
Mariner
Kansas
$2.33M -$1.41M -83,062 -39%
CPA
163
Court Place Advisors
Maryland
$2.33M +$2.21M +130,240 New
MFS
164
MSI Financial Services
Massachusetts
$2.24M -$91.4K -5,396 -4%
MAS
165
Madden Advisory Services
Florida
$2.04M +$118K +6,948 +6%
Nomura Holdings
166
Nomura Holdings
Japan
$1.98M -$2.37M -139,630 -56%
GI
167
Gradient Investments
Minnesota
$1.98M -$174K -10,252 -8%
CIC
168
Carnegie Investment Counsel
Ohio
$1.97M +$64.7K +3,818 +4%
BF
169
BOK Financial
Oklahoma
$1.96M +$72.3K +4,264 +4%
CTC
170
Central Trust Company
Missouri
$1.94M +$838K +49,430 +84%
BOTW
171
Bank of the West
California
$1.92M +$1.82M +107,306 New
AL
172
Agran Libbie
California
$1.91M -$39.4K -2,324 -2%
OC
173
Oppenheimer & Co
New York
$1.91M +$31.6K +1,864 +2%
Invesco
174
Invesco
Georgia
$1.85M -$13.9K -822 -0.8%
TAM
175
Thornmark Asset Management
Ontario, Canada
$1.8M -$346K -20,400 -17%

XLK Hedge Fund Activity: Q4 2013 in Review

418 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2013, worth a combined $5.88B — up 25% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLK positions and 32 closed out — a net gain of 60 holders — while 143 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $158M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $122M sold.

  • 418 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2013, up from 361 in Q3 2013.
  • Funds reported $5.88B of State Street Technology Select Sector SPDR ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 92 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2013 and 32 closed out, a net change of +60 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2013 was Goldman Sachs, an estimated $158M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2013 was Lockheed Martin Investment Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.