We are live on ! Find out more
XLK icon

State Street Technology Select Sector SPDR ETF

431 hedge funds and large institutions have $7.25B invested in State Street Technology Select Sector SPDR ETF in 2014 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 180 increasing their positions, 133 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 133

32% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 41

26.95% more ownership

Funds ownership: 89.26%116.21% (+27%)

23% more capital invested

Capital invested by funds: $5.88B → $7.25B (+$1.36B)

8% more funds holding in top 10

Funds holding in top 10: 3639 (+3)

3% more funds holding

Funds holding: 418431 (+13)

14% less call options, than puts

Call options by funds: $200M | Put options by funds: $234M

Holders
431
Holders Change
+13
Holders Change %
+3.11%
% of All Funds
12.45%
Holding in Top 10
39
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.33%
% of All Funds
1.13%
New
54
Increased
180
Reduced
133
Closed
41
Calls
$200M
Puts
$234M
Net Calls
-$33.6M
Net Calls Change
-$312M
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
176
Madden Advisory Services
Florida
$2.02M -$52.5K -2,940 -3%
HJA
177
Hugh Johnson Advisors
New York
$2.01M +$276K +15,480 +16%
Credit Agricole
178
Credit Agricole
France
$1.99M +$1.96M +109,650 New
CA
179
Cumberland Advisors
Florida
$1.99M +$1.96M +109,480 New
CIC
180
Carnegie Investment Counsel
Ohio
$1.95M -$52.1K -2,918 -3%
AL
181
Agran Libbie
California
$1.94M -$10.3K -576 -0.5%
TFA
182
Transamerica Financial Advisors
Florida
$1.84M +$1.66M +92,966 +1,112%
PCM
183
Parsons Capital Management
Rhode Island
$1.8M +$3.57K +200 +0.2%
TAM
184
Thornmark Asset Management
Ontario, Canada
$1.78M -$47.9K -2,680 -3%
PI
185
Placemark Investments
Illinois
$1.76M -$1.56M -87,278 -47%
Jane Street
186
Jane Street
New York
$1.76M -$4.49M -251,654 -72%
FTI
187
Fiduciary Trust International
Massachusetts
$1.71M +$383K +21,420 +30%
OC
188
Oppenheimer & Co
New York
$1.69M -$248K -13,904 -13%
SIMM
189
Stillwater Investment Management (Minnesota)
Minnesota
$1.66M +$113K +6,320 +7%
FANJ
190
Financial Architects (New Jersey)
New Jersey
$1.65M -$64.7K -3,624 -4%
MFW
191
Meristem Family Wealth
Minnesota
$1.55M +$34.3K +1,920 +2%
CIBC Private Wealth Group
192
CIBC Private Wealth Group
Georgia
$1.51M +$1.47M +82,378 New
JMPWA
193
JP Morgan Private Wealth Advisors
California
$1.51M +$64.9K +3,632 +5%
SAG
194
Sterne Agee Group
Alabama
$1.49M +$39.4K +2,208 +3%
BFEC
195
Benjamin F. Edwards & Company
Missouri
$1.48M +$8.18K +458 +0.6%
ECM
196
Exchange Capital Management
Michigan
$1.48M +$1.08M +60,218 +287%
GEM
197
Global Endowment Management
North Carolina
$1.45M +$554K +31,000 +63%
TWM
198
Torch Wealth Management
Ohio
$1.45M +$50K +2,800 +4%
BPBT
199
Boston Private Bank & Trust
Massachusetts
$1.42M +$16.3K +912 +1%
Creative Planning
200
Creative Planning
Kansas
$1.42M +$276K +15,456 +25%

XLK Hedge Fund Activity: Q1 2014 in Review

431 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q1 2014, worth a combined $7.25B — up 23% from $5.88B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new XLK positions and 41 closed out — a net gain of 13 holders — while 180 added to existing stakes and 133 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $501M. The largest seller was State of Tennessee, Department of Treasury, exiting entirely with an estimated $52.4M sold.

  • 431 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q1 2014, up from 418 in Q4 2013.
  • Funds reported $7.25B of State Street Technology Select Sector SPDR ETF stock for Q1 2014, up 23% quarter-over-quarter.
  • 54 funds opened new State Street Technology Select Sector SPDR ETF positions in Q1 2014 and 41 closed out, a net change of +13 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q1 2014 was Provida Pension Fund Administrator, an estimated $501M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q1 2014 was State of Tennessee, Department of Treasury, an estimated $52.4M sold.

Based on aggregated 13F filings for Q1 2014.