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State Street Technology Select Sector SPDR ETF

805 hedge funds and large institutions have $11.7B invested in State Street Technology Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 262 increasing their positions, 265 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 55

19% more funds holding in top 10

Funds holding in top 10: 84100 (+16)

12% more funds holding

Funds holding: 716805 (+89)

11% more capital invested

Capital invested by funds: $10.6B → $11.7B (+$1.12B)

2.64% more ownership

Funds ownership: 118.63%121.27% (+2.6%)

1% less repeat investments, than reductions

Existing positions increased: 262 | Existing positions reduced: 265

59% less call options, than puts

Call options by funds: $581M | Put options by funds: $1.43B

Holders
805
Holders Change
+89
Holders Change %
+12.43%
% of All Funds
18.26%
Holding in Top 10
100
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+19.05%
% of All Funds
2.27%
New
152
Increased
262
Reduced
265
Closed
55
Calls
$581M
Puts
$1.43B
Net Calls
-$849M
Net Calls Change
-$348M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$937M -$19.2M -612,414 -2%
Bank of America
2
Bank of America
North Carolina
$799M -$42.7M -1,360,616 -5%
Morgan Stanley
3
Morgan Stanley
New York
$698M -$106M -3,376,648 -13%
Barclays
4
Barclays
United Kingdom
$674M +$419M +13,350,190 +172%
Goldman Sachs
5
Goldman Sachs
New York
$530M -$106M -3,378,034 -17%
UBS Group
6
UBS Group
Switzerland
$509M +$62.7M +1,998,246 +14%
SGI
7
Swan Global Investments
Colorado
$414M -$24.8M -791,024 -6%
Rafferty Asset Management
8
Rafferty Asset Management
New York
$325M +$134M +4,268,994 +72%
BlackRock
9
BlackRock
New York
$204M -$4.15M -132,166 -2%
CM
10
Churchill Management
California
$201M +$8.63M +275,288 +5%
LMIM
11
Lockheed Martin Investment Management
Maryland
$195M +$8.6M +274,320 +5%
PVH
12
Psagot Value Holdings
Israel
$172M -$32.9M -1,050,546 -16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$167M -$2.97M -94,830 -2%
Citigroup
14
Citigroup
New York
$163M +$75.8M +2,417,750 +90%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$138M +$5.85M +186,450 +5%
State Street
16
State Street
Massachusetts
$137M -$2.73M -87,086 -2%
NLI
17
Nippon Life Insurance
Japan
$131M
TAIM
18
TD Ameritrade Investment Management
Nebraska
$127M +$1.27M +40,554 +1%
LPL Financial
19
LPL Financial
California
$124M +$10.1M +320,598 +9%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$112M +$56.1M +1,787,870 +105%
US Bancorp
21
US Bancorp
Minnesota
$111M -$259K -8,252 -0.2%
AII
22
AGF Investments Inc
Ontario, Canada
$105M -$434K -13,848 -0.4%
NMIFOAC
23
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$105M
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$101M -$1.16M -36,910 -1%
Northern Trust
25
Northern Trust
Illinois
$90.7M -$1.44M -45,848 -2%

XLK Hedge Fund Activity: Q4 2017 in Review

805 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Technology Select Sector SPDR ETF (XLK) for Q4 2017, worth a combined $11.7B — up 11% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new XLK positions and 55 closed out — a net gain of 97 holders — while 262 added to existing stakes and 265 trimmed.

The largest buyer was Barclays, adding an estimated $419M. The largest seller was JP Morgan Chase, cutting an estimated $258M.

  • 805 institutional investors held State Street Technology Select Sector SPDR ETF (XLK) as of Q4 2017, up from 716 in Q3 2017.
  • Funds reported $11.7B of State Street Technology Select Sector SPDR ETF stock for Q4 2017, up 11% quarter-over-quarter.
  • 152 funds opened new State Street Technology Select Sector SPDR ETF positions in Q4 2017 and 55 closed out, a net change of +97 holders.
  • The largest State Street Technology Select Sector SPDR ETF buyer in Q4 2017 was Barclays, an estimated $419M added.
  • The largest State Street Technology Select Sector SPDR ETF seller in Q4 2017 was JP Morgan Chase, an estimated $258M sold.

Based on aggregated 13F filings for Q4 2017.