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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
Goldman Sachs
1
Goldman Sachs
New York
$1.23B +$158M +9,325,546 +16%
Wells Fargo
2
Wells Fargo
California
$469M -$28.5M -1,682,496 -6%
EA
3
Euclid Advisors
Connecticut
$408M +$25.9M +1,526,780 +7%
BlackRock
4
BlackRock
New York
$355M
Bank of America
5
Bank of America
North Carolina
$310M +$14.3M +844,900 +5%
PPFA
6
Provida Pension Fund Administrator
Chile
$300M +$285M +16,802,398 New
Morgan Stanley
7
Morgan Stanley
New York
$163M -$20.1M -1,183,798 -12%
U
8
UBS
Switzerland
$154M -$9.28M -547,468 -6%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$147M -$325K -19,172 -0.2%
PVH
10
Psagot Value Holdings
Israel
$139M -$4.33M -255,258 -3%
CS
11
Credit Suisse
Switzerland
$66M +$39.8M +2,351,296 +175%
Caisse de Depot et Placement du Quebec (CDPQ)
12
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$62.3M +$33.6M +1,980,000 +132%
Axa
13
Axa
France
$61M -$6.28M -370,400 -10%
BCI
14
Brinker Capital Investments
Pennsylvania
$59.6M +$223K +13,158 +0.4%
Northern Trust
15
Northern Trust
Illinois
$52.5M +$1.35M +79,780 +3%
State of Tennessee, Department of Treasury
16
State of Tennessee, Department of Treasury
Tennessee
$52.4M -$2.4M -141,400 -5%
US Bancorp
17
US Bancorp
Minnesota
$50.1M -$450K -26,532 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$47.6M +$4.46M +263,346 +11%
Barclays
19
Barclays
United Kingdom
$46.1M +$35.5M +2,096,986 +391%
DCC
20
Dow Chemical Company
Michigan
$45.4M -$1.01M -59,648 -2%
SG Americas Securities
21
SG Americas Securities
New York
$44.8M +$5.32M +313,656 +14%
Bank of Nova Scotia
22
Bank of Nova Scotia
Ontario, Canada
$44.7M +$19.4M +1,142,246 +84%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$42.9M +$34.4M +2,028,932 +544%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$40.3M +$4.66M +274,902 +14%
JP Morgan Chase
25
JP Morgan Chase
New York
$39.8M +$10.1M +594,320 +36%

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.