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State Street Technology Select Sector SPDR ETF

716 hedge funds and large institutions have $10.6B invested in State Street Technology Select Sector SPDR ETF in 2017 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 246 increasing their positions, 287 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 37

8% more capital invested

Capital invested by funds: $9.82B → $10.6B (+$781M)

3% more funds holding

Funds holding: 697716 (+19)

2% more funds holding in top 10

Funds holding in top 10: 8284 (+2)

1.68% less ownership

Funds ownership: 120.31%118.63% (-1.7%)

14% less repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 287

46% less call options, than puts

Call options by funds: $599M | Put options by funds: $1.1B

Holders
716
Holders Change
+19
Holders Change %
+2.73%
% of All Funds
17.85%
Holding in Top 10
84
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.44%
% of All Funds
2.09%
New
63
Increased
246
Reduced
287
Closed
37
Calls
$599M
Puts
$1.1B
Net Calls
-$501M
Net Calls Change
+$554M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$884M -$50.2M -1,743,102 -6%
Bank of America
2
Bank of America
North Carolina
$779M +$3.11M +108,098 +0.4%
Morgan Stanley
3
Morgan Stanley
New York
$745M +$104M +3,597,908 +17%
Goldman Sachs
4
Goldman Sachs
New York
$589M -$6.28M -218,062 -1%
UBS Group
5
UBS Group
Switzerland
$411M -$46.5M -1,613,630 -10%
SGI
6
Swan Global Investments
Colorado
$402M +$22.6M +782,714 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$318M +$95.1M +3,299,856 +44%
Barclays
8
Barclays
United Kingdom
$229M -$74.1M -2,570,180 -25%
BlackRock
9
BlackRock
New York
$193M +$3.83M +132,962 +2%
PVH
10
Psagot Value Holdings
Israel
$190M +$10.5M +365,188 +6%
CM
11
Churchill Management
California
$177M +$12.1M +418,392 +7%
Rafferty Asset Management
12
Rafferty Asset Management
New York
$175M +$20.6M +713,946 +14%
LMIM
13
Lockheed Martin Investment Management
Maryland
$172M -$9.07M -314,752 -5%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$157M +$14M +486,070 +10%
State Street
15
State Street
Massachusetts
$129M -$49.2K -1,708 -0%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$122M -$8.41M -292,020 -7%
NLI
17
Nippon Life Insurance
Japan
$121M
TAIM
18
TD Ameritrade Investment Management
Nebraska
$116M -$19.6M -681,178 -15%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$110M -$8.48M -294,180 -7%
LPL Financial
20
LPL Financial
California
$105M -$5.41M -187,900 -5%
US Bancorp
21
US Bancorp
Minnesota
$103M +$3.25M +112,802 +3%
MB
22
Mizuho Bank
Japan
$100M +$98M +3,400,000 New
AII
23
AGF Investments Inc
Ontario, Canada
$97.4M +$12.5M +434,656 +15%
NMIFOAC
24
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$96.7M +$94.3M +3,274,000 New
PNC Financial Services Group
25
PNC Financial Services Group
Pennsylvania
$94.8M -$3.48M -120,858 -4%

XLK Hedge Fund Activity: Q3 2017 in Review

716 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q3 2017, worth a combined $10.6B — up 8% from $9.82B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new XLK positions and 37 closed out — a net gain of 26 holders — while 246 added to existing stakes and 287 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $104M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $126M.

  • 716 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q3 2017, up from 697 in Q2 2017.
  • Funds reported $10.6B of State Street Technology Select Sector SPDR ETF stock for Q3 2017, up 8% quarter-over-quarter.
  • 63 funds opened new State Street Technology Select Sector SPDR ETF positions in Q3 2017 and 37 closed out, a net change of +26 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q3 2017 was Morgan Stanley, an estimated $104M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q3 2017 was Provida Pension Fund Administrator, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2017.