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State Street SPDR NYSE Technology ETF

137 hedge funds and large institutions have $437M invested in State Street SPDR NYSE Technology ETF in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 22 increasing their positions, 42 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more capital invested

Capital invested by funds: $375M → $437M (+$61.7M)

14% more funds holding

Funds holding: 120137 (+17)

3.04% less ownership

Funds ownership: 57.2%54.15% (-3%)

41% less call options, than puts

Call options by funds: $1.91B | Put options by funds: $3.25B

48% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 42

Holders
137
Holders Change
+17
Holders Change %
+14.17%
% of All Funds
1.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
31
Increased
22
Reduced
42
Closed
14
Calls
$1.91B
Puts
$3.25B
Net Calls
-$1.33B
Net Calls Change
-$701M
Name Holding Trade Value Shares
Change
Change in
Stake
AOI
1
Auto-Owners Insurance
Michigan
$218M
LPL Financial
2
LPL Financial
California
$40M +$15.3M +87,570 +66%
Morgan Stanley
3
Morgan Stanley
New York
$25.4M -$24.9M -142,578 -51%
Stifel Financial
4
Stifel Financial
Missouri
$23.1M +$22.1M +126,463 New
Wells Fargo
5
Wells Fargo
California
$21.5M +$1.45M +8,283 +8%
Northwestern Mutual Wealth Management
6
Northwestern Mutual Wealth Management
Wisconsin
$12.4M +$1.03M +5,880 +9%
WA
7
Win Advisors
Florida
$12.1M +$11.6M +66,153 New
Bank of America
8
Bank of America
North Carolina
$8.5M -$482K -2,754 -6%
PAG
9
Private Advisor Group
New Jersey
$6.97M +$2.49M +14,241 +59%
Ameriprise
10
Ameriprise
Minnesota
$5.86M -$665K -3,802 -11%
UBS Group
11
UBS Group
Switzerland
$3.63M -$24.8K -142 -0.7%
PCM
12
Parsons Capital Management
Rhode Island
$3.31M -$90.1K -515 -3%
CCB
13
Country Club Bank
Missouri
$3.2M -$95.1K -544 -3%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.95M
HighTower Advisors
15
HighTower Advisors
Illinois
$2.38M -$17.3K -99 -0.8%
SWM
16
SFG Wealth Management
Maryland
$2.25M +$22.6K +129 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$2.17M -$426K -2,437 -17%
Koshinski Asset Management
18
Koshinski Asset Management
Illinois
$1.99M -$577K -3,300 -23%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.91M -$55.1K -315 -3%
Osaic Holdings
20
Osaic Holdings
Arizona
$1.8M +$333K +1,903 +24%
PGFC
21
Peapack-Gladstone Financial Corp
New Jersey
$1.58M -$69.1K -395 -4%
GP
22
Geneva Partners
Wisconsin
$1.41M +$116K +662 +9%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$1.39M +$1.34M +7,645 New
FEM
24
Fulcrum Equity Management
Texas
$1.21M -$101K -576 -8%
MA
25
Mutual Advisors
Nebraska
$1.21M -$110K -628 -9%

XNTK Hedge Fund Activity: Q1 2024 in Review

137 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR NYSE Technology ETF (XNTK) for Q1 2024, worth a combined $437M — up 16% from $375M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new XNTK positions and 14 closed out — a net gain of 17 holders — while 22 added to existing stakes and 42 trimmed.

The largest buyer was Stifel Financial, opening a new position worth an estimated $22.1M. The largest seller was Morgan Stanley, cutting an estimated $24.9M.

  • 137 institutional investors held State Street SPDR NYSE Technology ETF (XNTK) as of Q1 2024, up from 120 in Q4 2023.
  • Funds reported $437M of State Street SPDR NYSE Technology ETF stock for Q1 2024, up 16% quarter-over-quarter.
  • 31 funds opened new State Street SPDR NYSE Technology ETF positions in Q1 2024 and 14 closed out, a net change of +17 holders.
  • The largest State Street SPDR NYSE Technology ETF buyer in Q1 2024 was Stifel Financial, an estimated $22.1M added.
  • The largest State Street SPDR NYSE Technology ETF seller in Q1 2024 was Morgan Stanley, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2024.