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State Street Technology Select Sector SPDR ETF

361 hedge funds and large institutions have $4.71B invested in State Street Technology Select Sector SPDR ETF in 2013 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 127 increasing their positions, 109 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 31

34% more capital invested

Capital invested by funds: $3.51B → $4.71B (+$1.2B)

17% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 109

12.9% more ownership

Funds ownership: 67.43%80.32% (+13%)

7% more funds holding

Funds holding: 336361 (+25)

4% more funds holding in top 10

Funds holding in top 10: 2324 (+1)

3% more call options, than puts

Call options by funds: $241M | Put options by funds: $234M

Holders
361
Holders Change
+25
Holders Change %
+7.44%
% of All Funds
11.7%
Holding in Top 10
24
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+4.35%
% of All Funds
0.78%
New
60
Increased
127
Reduced
109
Closed
31
Calls
$241M
Puts
$234M
Net Calls
+$6.79M
Net Calls Change
-$78.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
176
Visium Asset Management
New York
$1.02M +$250K +15,664 +32%
Creative Planning
177
Creative Planning
Kansas
$1.01M +$105K +6,564 +12%
SAM
178
Sequent Asset Management
Texas
$992K +$848K +53,198 +608%
PP
179
Patten & Patten
Tennessee
$984K -$112K -7,048 -10%
Walleye Trading
180
Walleye Trading
New York
$978K +$175K +11,004 +22%
FDCC
181
Foster Dykema Cabot & Co
Massachusetts
$961K
DBIA
182
Dumont & Blake Investment Advisors
New Jersey
$945K +$941K +59,000 New
CTC
183
Central Trust Company
Missouri
$943K
BAAM
184
Baker Avenue Asset Management
California
$936K -$186K -11,676 -17%
ST
185
Sentinel Trust
Texas
$932K
LRPA
186
L. Roy Papp & Associates
Arizona
$904K -$3.19K -200 -0.4%
SCM
187
Southport Capital Management
Tennessee
$900K +$15.9K +1,000 +2%
Twin Tree Management
188
Twin Tree Management
Texas
$900K +$895K +56,150 New
CCM
189
Chilton Capital Management
Texas
$875K +$1.91K +120 +0.2%
ACM
190
Aviance Capital Management
Florida
$862K +$311K +19,532 +57%
GC
191
Guggenheim Capital
Illinois
$860K -$22M -1,382,762 -96%
DG
192
Davidson & Garrard
Virginia
$856K +$596K +37,366 +233%
CCT
193
Country Club Trust
Missouri
$830K +$550K +34,484 +199%
CG
194
Colony Group
Massachusetts
$813K +$809K +50,750 New
BCM
195
Boltwood Capital Management
California
$799K +$55.2K +3,460 +7%
TAM
196
Tocqueville Asset Management
New York
$790K -$43.1K -2,700 -5%
GEM
197
Global Endowment Management
North Carolina
$785K
KCM
198
Kanawha Capital Management
Virginia
$777K +$289K +18,150 +60%
SWM
199
Strategic Wealth Management
Washington
$772K
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$741K +$39.9K +2,500 +6%

XLK Hedge Fund Activity: Q3 2013 in Review

361 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2013, worth a combined $4.71B — up 34% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new XLK positions and 31 closed out — a net gain of 29 holders — while 127 added to existing stakes and 109 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $815M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $57.7M.

  • 361 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2013, up from 336 in Q2 2013.
  • Funds reported $4.71B of State Street Technology Select Sector SPDR ETF stock for Q3 2013, up 34% quarter-over-quarter.
  • 60 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2013 and 31 closed out, a net change of +29 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2013 was Goldman Sachs, an estimated $815M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2013 was Lockheed Martin Investment Management, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2013.