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State Street Technology Select Sector SPDR ETF

1,955 hedge funds and large institutions have $35.5B invested in State Street Technology Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 725 increasing their positions, 727 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 90

3% more funds holding

Funds holding: 1,9061,955 (+49)

1% more capital invested

Capital invested by funds: $35.1B → $35.5B (+$334M)

0% less repeat investments, than reductions

Existing positions increased: 725 | Existing positions reduced: 727

7% less funds holding in top 10

Funds holding in top 10: 205190 (-15)

9.91% less ownership

Funds ownership: 119.63%109.73% (-9.9%)

29% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.8B

Holders
1,955
Holders Change
+49
Holders Change %
+2.57%
% of All Funds
28.16%
Holding in Top 10
190
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-7.32%
% of All Funds
2.74%
New
162
Increased
725
Reduced
727
Closed
90
Calls
$2B
Puts
$2.8B
Net Calls
-$804M
Net Calls Change
+$1.19B
Name Holding Trade Value Shares
Change
Change in
Stake
AFWM
1876
Abich Financial Wealth Management
Virginia
$57.3K
PA
1877
Pineridge Advisors
Missouri
$57.3K
MPCG
1878
Matrix Private Capital Group
New York
$57.1K
WAM
1879
WFA Asset Management
Wisconsin
$56.7K
LIA
1880
Luken Investment Analytics
Tennessee
$56.6K
GWANC
1881
Guardian Wealth Advisors (North Carolina)
North Carolina
$55.6K -$3.24K -32 -6%
OAJ
1882
Ogorek Anthony Joseph
New York
$55K
SIM
1883
Studio Investment Management
Illinois
$51.7K
CCMI
1884
Creative Capital Management Investments
California
$50.4K
BCM
1885
Blume Capital Management
California
$50K
TWM
1886
TLW Wealth Management
Florida
$49.8K +$48.3K +478 New
HFM
1887
Hartford Financial Management
Connecticut
$48.3K
WWMSC
1888
Wagner Wealth Management (South Carolina)
South Carolina
$45.2K -$6.07K -60 -12%
WTA
1889
Washington Trust Advisors
Massachusetts
$45.2K
IRAG
1890
Investment Research & Advisory Group
Georgia
$44.2K
SA
1891
Scarborough Advisors
Maryland
$43.9K -$5.87K -58 -12%
LFA
1892
Legend Financial Advisors
Pennsylvania
$42.9K
RCM
1893
Rain Capital Management
Oregon
$42.8K +$202 +2 +0.5%
PCA
1894
Providence Capital Advisors
North Carolina
$40.2K -$41.9K -414 -52%
RCM
1895
Richardson Capital Management
Wisconsin
$40K +$17.4K +172 +81%
MSG
1896
Main Street Group
Virginia
$36.6K
VAG
1897
VisionPoint Advisory Group
Texas
$36K +$16.8K +166 +92%
EWP
1898
Elevation Wealth Partners
California
$35.8K -$6.27K -62 -15%
RBA
1899
Richard Bernstein Advisors
New York
$35.5K -$12.9K -128 -27%
C
1900
Covestor
United Kingdom
$35K +$3.84K +38 +13%

XLK Hedge Fund Activity: Q1 2024 in Review

1,955 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2024, worth a combined $35.5B — up 0.95% from $35.1B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new XLK positions and 90 closed out — a net gain of 72 holders — while 725 added to existing stakes and 727 trimmed.

The largest buyer was Global Assets Advisory, opening a new position worth an estimated $277M. The largest seller was Morgan Stanley, cutting an estimated $2.24B.

  • 1,955 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2024, up from 1,906 in Q4 2023.
  • Funds reported $35.5B of State Street Technology Select Sector SPDR ETF stock for Q1 2024, up 0.95% quarter-over-quarter.
  • 162 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2024 and 90 closed out, a net change of +72 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2024 was Global Assets Advisory, an estimated $277M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $2.24B sold.

Based on aggregated 13F filings for Q1 2024.