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State Street Technology Select Sector SPDR ETF

1,229 hedge funds and large institutions have $18B invested in State Street Technology Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 376 increasing their positions, 548 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 65

9% more capital invested

Capital invested by funds: $16.5B → $18B (+$1.49B)

3% more funds holding

Funds holding: 1,1901,229 (+39)

1% more funds holding in top 10

Funds holding in top 10: 149150 (+1)

1.07% less ownership

Funds ownership: 107.52%106.44% (-1.1%)

28% less call options, than puts

Call options by funds: $1.5B | Put options by funds: $2.07B

31% less repeat investments, than reductions

Existing positions increased: 376 | Existing positions reduced: 548

Holders
1,229
Holders Change
+39
Holders Change %
+3.28%
% of All Funds
24.8%
Holding in Top 10
150
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.67%
% of All Funds
3.03%
New
121
Increased
376
Reduced
548
Closed
65
Calls
$1.5B
Puts
$2.07B
Net Calls
-$576M
Net Calls Change
+$208M
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
151
1607 Capital Partners
Virginia
$13.7M +$1.11M +19,600 +9%
RWM
152
Rezny Wealth Management
Florida
$13.5M +$289K +5,112 +2%
SPIA
153
Strategic Point Investment Advisors
Rhode Island
$13.5M -$236K -4,174 -2%
VR
154
Viridian RIA
Washington
$13.4M -$102K -1,800 -0.8%
SAM
155
Sequent Asset Management
Texas
$13.4M -$341K -6,030 -3%
CIBC Asset Management
156
CIBC Asset Management
Ontario, Canada
$13.1M -$399K -7,058 -3%
TF
157
Trek Financial
Arizona
$13.1M -$5.59M -98,872 -31%
PS
158
Portfolio Strategies
New York
$13.1M -$227K -4,012 -2%
FCI
159
Financial Counselors Inc
Kansas
$13M +$216K +3,830 +2%
AIA
160
Arrow Investment Advisors
Maryland
$12.8M -$851K -15,056 -6%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$12.6M +$5.59M +98,988 +85%
Fidelity Investments
162
Fidelity Investments
Massachusetts
$12.5M -$139K -2,454 -1%
B
163
Bailard
California
$12.5M -$36.7K -650 -0.3%
MCM
164
MV Capital Management
Maryland
$12.5M +$130K +2,308 +1%
HNB
165
Huntington National Bank
Ohio
$12.5M
JIR
166
James Investment Research
Ohio
$12.4M +$4.19M +74,242 +53%
AIP
167
ARS Investment Partners
New York
$12.4M +$12M +213,028 New
PL
168
Polianta Ltd
Jersey
$12.4M -$373K -6,600 -3%
WI
169
Wintrust Investments
Illinois
$12.4M -$1.02M -17,968 -8%
BFEC
170
Benjamin F. Edwards & Company
Missouri
$12.4M +$3.38M +59,870 +39%
SG
171
Swarthmore Group
Pennsylvania
$12.3M +$257K +4,540 +2%
ACM
172
AlphaStar Capital Management
North Carolina
$12.3M +$2.96M +52,472 +34%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$11.9M +$1.44M +25,544 +14%
FCC
174
Florin Court Capital
United Kingdom
$11.9M +$1.81M +32,000 +19%
HWA
175
Heartwood Wealth Advisors
Virginia
$11.9M -$10.6M -188,226 -48%

XLK Hedge Fund Activity: Q3 2020 in Review

1,229 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2020, worth a combined $18B — up 9% from $16.5B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new XLK positions and 65 closed out — a net gain of 56 holders — while 376 added to existing stakes and 548 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $185M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $182M.

  • 1,229 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2020, up from 1,190 in Q2 2020.
  • Funds reported $18B of State Street Technology Select Sector SPDR ETF stock for Q3 2020, up 9% quarter-over-quarter.
  • 121 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2020 and 65 closed out, a net change of +56 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2020 was Morgan Stanley, an estimated $185M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2020 was Provida Pension Fund Administrator, an estimated $182M sold.

Based on aggregated 13F filings for Q3 2020.