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State Street Technology Select Sector SPDR ETF

523 hedge funds and large institutions have $7.49B invested in State Street Technology Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 218 increasing their positions, 144 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

239% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 28

51% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 144

13% more funds holding

Funds holding: 463523 (+60)

12% more funds holding in top 10

Funds holding in top 10: 5157 (+6)

6.35% less ownership

Funds ownership: 118.26%111.91% (-6.4%)

9% less capital invested

Capital invested by funds: $8.2B → $7.49B (-$708M)

72% less call options, than puts

Call options by funds: $69.9M | Put options by funds: $250M

Holders
523
Holders Change
+60
Holders Change %
+12.96%
% of All Funds
13.94%
Holding in Top 10
57
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+11.76%
% of All Funds
1.52%
New
95
Increased
218
Reduced
144
Closed
28
Calls
$69.9M
Puts
$250M
Net Calls
-$180M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
151
Jones Financial Companies
Missouri
$4.87M +$4.78M +235,676 New
BCM
152
BBT Capital Management
Texas
$4.87M +$4.78M +235,538 New
NFG
153
NewFocus Financial Group
Washington
$4.85M -$28.9K -1,426 -0.6%
M&T Bank
154
M&T Bank
New York
$4.62M +$336K +16,560 +8%
ST
155
Sabal Trust
Florida
$4.57M -$118K -5,840 -3%
BTS
156
BB&T Securities
Virginia
$4.46M +$437K +21,552 New
KSA
157
Ken Stern & Associates
California
$4.45M +$4.36M +215,000 New
CB
158
Commerce Bank
Missouri
$4.43M +$154K +7,598 +4%
SWM
159
Strategic Wealth Management
Washington
$4.22M +$3.33M +164,190 +412%
HJA
160
Hugh Johnson Advisors
New York
$4.04M +$42.5K +2,094 +1%
PAG
161
Private Advisor Group
New Jersey
$4M -$32.8K -1,620 -0.8%
SFT
162
Simmons First Trust
Arkansas
$3.94M +$1.45M +71,306 +60%
Janney Montgomery Scott
163
Janney Montgomery Scott
Pennsylvania
$3.91M +$294K +14,490 +8%
DWM
164
Dakota Wealth Management
Florida
$3.87M +$3.8M +187,260 New
SPL
165
Smart Portfolios LLC
Washington
$3.85M +$3.78M +186,204 New
EM
166
EnTrustPermal Management
New York
$3.84M +$122K +6,000 +3%
MFS
167
MSI Financial Services
Massachusetts
$3.82M +$994K +49,036 +36%
LPC
168
Loeb Partners Corp
New York
$3.72M -$261K -12,850 -7%
BF
169
BOK Financial
Oklahoma
$3.71M +$142K +6,980 +4%
BG
170
Bahl & Gaynor
Ohio
$3.66M +$80.3K +3,960 +2%
FANJ
171
Financial Architects (New Jersey)
New Jersey
$3.58M +$1.58M +78,160 +82%
PBT
172
Pictet Bank & Trust
Bahamas
$3.57M -$751K -37,060 -18%
F
173
FolioMetrix
Nebraska
$3.56M +$3.65M +179,942 New
DBT
174
Dubuque Bank & Trust
Iowa
$3.51M +$3.1M +152,970 +912%
IFWM
175
Institute for Wealth Management
Colorado
$3.46M +$2.03M +100,156 +149%

XLK Hedge Fund Activity: Q4 2014 in Review

523 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2014, worth a combined $7.49B — down 8.6% from $8.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLK positions and 28 closed out — a net gain of 67 holders — while 218 added to existing stakes and 144 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $151M. The largest seller was Goldman Sachs, cutting an estimated $1.07B.

  • 523 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2014, up from 463 in Q3 2014.
  • Funds reported $7.49B of State Street Technology Select Sector SPDR ETF stock for Q4 2014, down 8.6% quarter-over-quarter.
  • 95 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2014 and 28 closed out, a net change of +67 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2014 was Nomura Holdings, an estimated $151M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2014 was Goldman Sachs, an estimated $1.07B sold.

Based on aggregated 13F filings for Q4 2014.