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State Street Technology Select Sector SPDR ETF

431 hedge funds and large institutions have $7.25B invested in State Street Technology Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 133

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

26.95% more ownership

Funds ownership: 89.26%116.21% (+27%)

23% more capital invested

Capital invested by funds: $5.88B → $7.25B (+$1.36B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

3% more funds holding

Funds holding: 418431 (+13)

14% less call options, than puts

Call options by funds: $200M | Put options by funds: $234M

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
12.45%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
54
Increased
180
Reduced
133
Closed
41
Calls
$200M
Puts
$234M
Net Calls
-$33.6M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
151
American International Group
New York
$2.8M +$158K +8,844 +6%
GCA
152
Greenwood Capital Associates
South Carolina
$2.79M -$47.9K -2,682 -2%
HCM
153
HM Capital Management
Missouri
$2.69M -$302K -16,914 -10%
LBC
154
Lowe Brockenbrough & Co
Virginia
$2.69M -$12.9K -720 -0.5%
UCFA
155
United Capital Financial Advisors
Texas
$2.68M +$1.73M +97,078 +192%
TPP
156
Triangle Peak Partners
California
$2.62M -$160K -8,938 -6%
AIM
157
Acropolis Investment Management
Missouri
$2.62M -$56.6K -3,170 -2%
BAC
158
Boys Arnold & Co
North Carolina
$2.54M -$106K -5,950 -4%
LMIM
159
Lockheed Martin Investment Management
Maryland
$2.54M +$2.5M +140,000 New
BF
160
BOK Financial
Oklahoma
$2.49M +$493K +27,584 +25%
GI
161
Gradient Investments
Minnesota
$2.48M +$522K +29,200 +26%
NCM
162
Nelson Capital Management
California
$2.4M -$11.5K -644 -0.5%
Mariner
163
Mariner
Kansas
$2.38M +$11.5K +644 +0.5%
CPA
164
Court Place Advisors
Maryland
$2.37M +$7.18K +402 +0.3%
CAN
165
Cetera Advisor Networks
California
$2.35M -$53K -2,968 -2%
EAM
166
Eclectica Asset Management
United Kingdom
$2.31M -$1.1M -61,400 -33%
CTC
167
Central Trust Company
Missouri
$2.27M +$298K +16,710 +15%
AAMU
168
Amundi Asset Management US
Massachusetts
$2.25M +$2.21M +123,534 New
B
169
Barings
North Carolina
$2.2M +$1.71M +95,700 +378%
PP
170
Paloma Partners
Connecticut
$2.17M +$2.13M +119,328 New
Susquehanna International Group
171
Susquehanna International Group
Pennsylvania
$2.15M -$3.33M -186,580 -61%
PAS
172
Partnervest Advisory Services
California
$2.13M +$1.01M +56,684 +94%
Stifel Financial
173
Stifel Financial
Missouri
$2.07M +$2.04M +114,116 New
SB
174
Suntrust Banks
Georgia
$2.07M +$256K +14,358 +14%
MFS
175
MSI Financial Services
Massachusetts
$2.02M -$255K -14,280 -11%

XLK Hedge Fund Activity: Q1 2014 in Review

431 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2014, worth a combined $7.25B — up 23% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XLK positions and 41 closed out — a net gain of 13 holders — while 180 added to existing stakes and 133 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $501M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $52.4M sold.

  • 431 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2014, up from 418 in Q4 2013.
  • Funds reported $7.25B of State Street Technology Select Sector SPDR ETF stock for Q1 2014, up 23% quarter-over-quarter.
  • 54 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2014 and 41 closed out, a net change of +13 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $501M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2014 was State of Tennessee, Department of Treasury, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2014.