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State Street SPDR S&P Homebuilders ETF

281 hedge funds and large institutions have $1.99B invested in State Street SPDR S&P Homebuilders ETF in 2023 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 83 increasing their positions, 78 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 38

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

16% more funds holding

Funds holding: 243281 (+38)

6% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 78

2% more capital invested

Capital invested by funds: $1.96B → $1.99B (+$31.6M)

56.25% less ownership

Funds ownership: 172.94%116.69% (-56%)

70% less call options, than puts

Call options by funds: $560M | Put options by funds: $1.85B

Holders
281
Holders Change
+38
Holders Change %
+15.64%
% of All Funds
4.1%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
80
Increased
83
Reduced
78
Closed
38
Calls
$560M
Puts
$1.85B
Net Calls
-$1.29B
Net Calls Change
-$705M
Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
126
Wealth Enhancement Advisory Services
Minnesota
$681K +$81.9K +1,007 +16%
PA
127
Pinnacle Associates
New York
$674K
SAW
128
Signal Advisors Wealth
Michigan
$664K +$565K +6,945 New
MS
129
Maven Securities
Jersey
$652K +$555K +6,821 New
BCI
130
Brinker Capital Investments
Pennsylvania
$643K -$125K -1,543 -18%
OPS
131
Orion Portfolio Solutions
Nebraska
$643K -$125K -1,543 -18%
GFPC
132
Global Financial Private Client
Florida
$637K +$228K +2,809 +73%
GAA
133
Guardian Asset Advisors
Pennsylvania
$633K +$538K +6,612 New
SG Americas Securities
134
SG Americas Securities
New York
$624K -$24.5M -300,990 -98%
AWA
135
Arete Wealth Advisors
Illinois
$616K +$524K +6,444 New
SMC
136
Smith, Moore & Co
Missouri
$614K -$81 -1 -0%
LWM
137
Lyell Wealth Management
California
$597K +$128K +1,580 +34%
BFEC
138
Benjamin F. Edwards & Company
Missouri
$589K +$406 +5 +0.1%
CPSC
139
Carl P. Sherr & Co
Massachusetts
$572K +$488 +6 +0.1%
PFT
140
Providence First Trust
Arizona
$538K -$13.7K -169 -3%
SPIA
141
Steward Partners Investment Advisory
New York
$534K +$413K +5,082 +1,008%
IAN
142
Integrated Advisors Network
Texas
$534K -$732 -9 -0.2%
IC
143
Inscription Capital
Texas
$526K +$447K +5,496 New
PIA
144
Perennial Investment Advisors
California
$523K -$9.92K -122 -2%
ZIMP
145
Zimmermann Investment Management & Planning
Pennsylvania
$522K -$38.2K -470 -8%
KFS
146
Kaizen Financial Strategies
California
$508K +$976 +12 +0.2%
Fidelity Investments
147
Fidelity Investments
Massachusetts
$496K -$33.7K -415 -7%
GT
148
Glenmede Trust
Pennsylvania
$481K
SG
149
StoneX Group
New York
$479K +$407K +5,003 New
IWM
150
IHT Wealth Management
Illinois
$478K -$9.92K -122 -2%

XHB Hedge Fund Activity: Q4 2023 in Review

281 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Homebuilders ETF (XHB) for Q4 2023, worth a combined $1.99B — up 1.6% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new XHB positions and 38 closed out — a net gain of 42 holders — while 83 added to existing stakes and 78 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $67.7M. The largest seller was Citigroup, cutting an estimated $148M.

  • 281 institutional investors held State Street SPDR S&P Homebuilders ETF (XHB) as of Q4 2023, up from 243 in Q3 2023.
  • Funds reported $1.99B of State Street SPDR S&P Homebuilders ETF stock for Q4 2023, up 1.6% quarter-over-quarter.
  • 80 funds opened new State Street SPDR S&P Homebuilders ETF positions in Q4 2023 and 38 closed out, a net change of +42 holders.
  • The largest State Street SPDR S&P Homebuilders ETF buyer in Q4 2023 was JP Morgan Chase, an estimated $67.7M added.
  • The largest State Street SPDR S&P Homebuilders ETF seller in Q4 2023 was Citigroup, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2023.