We are live on ! Find out more
XLK icon

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
Goldman Sachs
1
Goldman Sachs
New York
$949M +$815M +51,081,372 +627%
Wells Fargo
2
Wells Fargo
California
$447M -$44.6M -2,794,690 -9%
EA
3
Euclid Advisors
Connecticut
$341M +$339M +21,287,560 New
BlackRock
4
BlackRock
New York
$318M
Bank of America
5
Bank of America
North Carolina
$265M +$4.45M +279,332 +2%
Morgan Stanley
6
Morgan Stanley
New York
$165M -$10.1M -632,048 -6%
U
7
UBS
Switzerland
$147M -$22.5M -1,410,544 -13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$132M +$527K +33,046 +0.4%
PVH
9
Psagot Value Holdings
Israel
$128M -$10.3M -648,820 -7%
LMIM
10
Lockheed Martin Investment Management
Maryland
$122M -$57.7M -3,618,000 -32%
BNP Paribas Financial Markets
11
BNP Paribas Financial Markets
France
$88.5M +$17.3M +1,083,100 +24%
Axa
12
Axa
France
$60.6M -$2.93M -183,600 -5%
BCI
13
Brinker Capital Investments
Pennsylvania
$53.2M +$228K +14,304 +0.4%
State of Tennessee, Department of Treasury
14
State of Tennessee, Department of Treasury
Tennessee
$49.3M +$49M +3,075,002 New
Northern Trust
15
Northern Trust
Illinois
$45.8M -$1.17M -73,482 -3%
US Bancorp
16
US Bancorp
Minnesota
$45.3M -$1.1M -69,118 -2%
DCC
17
Dow Chemical Company
Michigan
$41.6M +$70.8K +4,440 +0.2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$38.4M +$13.1M +822,350 +52%
SG
19
Swarthmore Group
Pennsylvania
$38M -$6.77M -424,850 -15%
SG Americas Securities
20
SG Americas Securities
New York
$35.2M -$10.5M -655,394 -23%
MSU
21
Maple Securities USA
New Jersey
$35.1M +$18.3M +1,148,400 +110%
SPIA
22
Strategic Point Investment Advisors
Rhode Island
$33.7M -$310K -19,456 -0.9%
BA
23
BlackRock Advisors
Delaware
$32.4M
WBG
24
Wharton Business Group
Pennsylvania
$32.2M +$1.8M +112,890 +6%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$31.8M +$1.17M +73,392 +4%

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.