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State Street Technology Select Sector SPDR ETF

418 hedge funds and large institutions have $5.88B invested in State Street Technology Select Sector SPDR ETF in 2013 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 143 increasing their positions, 122 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 32

83% more call options, than puts

Call options by funds: $616M | Put options by funds: $337M

50% more funds holding in top 10

Funds holding in top 10: 2436 (+12)

25% more capital invested

Capital invested by funds: $4.71B → $5.88B (+$1.18B)

17% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 122

16% more funds holding

Funds holding: 361418 (+57)

8.93% more ownership

Funds ownership: 80.32%89.26% (+8.9%)

Holders
418
Holders Change
+57
Holders Change %
+15.79%
% of All Funds
12.13%
Holding in Top 10
36
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+50%
% of All Funds
1.04%
New
92
Increased
143
Reduced
122
Closed
32
Calls
$616M
Puts
$337M
Net Calls
+$279M
Net Calls Change
+$272M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
201
Baker Avenue Asset Management
California
$1.25M +$190K +11,220 +19%
BOK
202
Bank of Kentucky
Kentucky
$1.24M +$82.7K +4,878 +8%
CCT
203
Country Club Trust
Missouri
$1.23M +$288K +17,014 +33%
NL
204
NWAM LLC
Washington
$1.23M -$201K -11,846 -15%
Verition Fund Management
205
Verition Fund Management
Connecticut
$1.21M +$1.14M +67,522 New
GIM
206
Goelzer Investment Management
Indiana
$1.16M -$16.3K -960 -1%
DY
207
Dowling & Yahnke
California
$1.14M -$14K -826 -1%
Creative Planning
208
Creative Planning
Kansas
$1.11M -$7.42K -438 -0.7%
SAM
209
Silphium Asset Management
United Kingdom
$1.1M +$1.04M +61,600 New
SAM
210
Sequent Asset Management
Texas
$1.09M -$11.9K -700 -1%
PAS
211
Partnervest Advisory Services
California
$1.08M +$768K +45,342 +305%
PP
212
Patten & Patten
Tennessee
$1.07M -$22K -1,300 -2%
UF
213
Univest Financial
Pennsylvania
$1.06M +$1.01M +59,424 New
FDCC
214
Foster Dykema Cabot & Co
Massachusetts
$1.05M -$16.9K -1,000 -2%
NPC
215
National Planning Corporation
California
$1.05M +$401K +23,690 +69%
ST
216
Sentinel Trust
Texas
$1.04M
AAM
217
Augustine Asset Management
Florida
$1.04M +$985K +58,120 New
PC
218
Passport Capital
California
$1.02M +$966K +57,000 New
RFC
219
Russell Frank Company
Washington
$1M +$215K +12,662 +29%
LRPA
220
L. Roy Papp & Associates
Arizona
$1M -$6.78K -400 -0.7%
HCP
221
Holt Capital Partners
Texas
$973K +$923K +54,460 New
PGFC
222
Peapack-Gladstone Financial Corp
New Jersey
$942K +$109K +6,460 +14%
DG
223
Davidson & Garrard
Virginia
$939K -$15K -884 -2%
BCM
224
Barometer Capital Management
Ontario, Canada
$936K +$888K +52,400 New
ACM
225
Aviance Capital Management
Florida
$927K -$32.8K -1,934 -4%

XLK Hedge Fund Activity: Q4 2013 in Review

418 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2013, worth a combined $5.88B — up 25% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLK positions and 32 closed out — a net gain of 60 holders — while 143 added to existing stakes and 122 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $158M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $122M sold.

  • 418 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2013, up from 361 in Q3 2013.
  • Funds reported $5.88B of State Street Technology Select Sector SPDR ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 92 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2013 and 32 closed out, a net change of +60 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2013 was Goldman Sachs, an estimated $158M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2013 was Lockheed Martin Investment Management, an estimated $122M sold.

Based on aggregated 13F filings for Q4 2013.