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State Street Technology Select Sector SPDR ETF

866 hedge funds and large institutions have $13.4B invested in State Street Technology Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 71 funds opening new positions, 308 increasing their positions, 334 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $12.8B → $13.4B (+$670M)

9% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 65

0% more funds holding

Funds holding: 865866 (+1)

0.12% more ownership

Funds ownership: 118.53%118.65% (+0.12%)

8% less repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 334

4% less funds holding in top 10

Funds holding in top 10: 9894 (-4)

47% less call options, than puts

Call options by funds: $499M | Put options by funds: $943M

Holders
866
Holders Change
+1
Holders Change %
+0.12%
% of All Funds
19.8%
Holding in Top 10
94
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.08%
% of All Funds
2.15%
New
71
Increased
308
Reduced
334
Closed
65
Calls
$499M
Puts
$943M
Net Calls
-$444M
Net Calls Change
+$66.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
151
Venturi Wealth Management
Texas
$9.42M +$155K +4,220 +2%
SCA
152
Stillwater Capital Advisors
Pennsylvania
$9.16M +$774K +21,110 +10%
Bank of Nova Scotia
153
Bank of Nova Scotia
Ontario, Canada
$9M -$47.7M -1,301,002 -84%
CA
154
Cetera Advisors
Colorado
$8.92M +$1.95M +53,132 +29%
JWS
155
Juncture Wealth Strategies
Arizona
$8.8M -$1.72M -46,868 -17%
FSA
156
Financial Sense Advisors
California
$8.76M -$230K -6,280 -3%
IA
157
IFP Advisors
Florida
$8.53M -$704K -19,188 -8%
SAM
158
Scopus Asset Management
New York
$8.45M +$8.22M +224,222 New
Creative Planning
159
Creative Planning
Kansas
$8.33M +$296K +8,080 +4%
Comerica Bank
160
Comerica Bank
Texas
$8.29M +$628K +17,118 +8%
AWM
161
AE Wealth Management
Kansas
$8.16M +$1.53M +41,756 +24%
BA
162
BKS Advisors
Michigan
$8.09M -$95.3K -2,598 -1%
AIP
163
Ameritas Investment Partners
Nebraska
$8M +$587K +16,000 +8%
BCM
164
Brookstone Capital Management
Illinois
$7.97M -$937K -25,542 -11%
RWM
165
Rezny Wealth Management
Florida
$7.88M +$7.67M +209,212 New
TF
166
TIAA FSB
Florida
$7.87M +$384K +10,476 +5%
CA
167
Corrado Advisors
New Jersey
$7.83M -$488K -13,306 -6%
KF
168
Krilogy Financial
Missouri
$7.71M -$592K -16,148 -7%
KeyBank National Association
169
KeyBank National Association
Ohio
$7.6M +$394K +10,754 +6%
KC
170
KHP Capital
Oklahoma
$7.5M -$1.77M -48,300 -20%
Bank of New York Mellon
171
Bank of New York Mellon
New York
$7.48M +$912K +24,868 +14%
MWAC
172
Mariner Wealth Advisors (Cincinnati)
Ohio
$7.35M -$16.6K -452 -0.2%
OC
173
Oppenheimer & Co
New York
$7.3M -$973K -26,524 -12%
FMT
174
First Mercantile Trust
Tennessee
$7.25M +$408K +11,124 +6%
SC
175
Scotia Capital
Ontario, Canada
$7.19M -$1.33M -36,390 -16%

XLK Hedge Fund Activity: Q3 2018 in Review

866 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2018, worth a combined $13.4B — up 5.2% from $12.8B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new XLK positions and 65 closed out — a net gain of 6 holders — while 308 added to existing stakes and 334 trimmed.

The largest buyer was Barclays, adding an estimated $706M. The largest seller was Goldman Sachs, cutting an estimated $160M.

  • 866 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2018, up from 865 in Q2 2018.
  • Funds reported $13.4B of State Street Technology Select Sector SPDR ETF stock for Q3 2018, up 5.2% quarter-over-quarter.
  • 71 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2018 and 65 closed out, a net change of +6 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2018 was Barclays, an estimated $706M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2018 was Goldman Sachs, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2018.