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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
WP
201
Waycross Partners
Kentucky
$255K +$325K +4,000 New
REMPR
202
Roof Eidam Maycock Peralta (REMP)
California
$246K +$209K +2,570 New
IA
203
IAM Advisory
Pennsylvania
$242K +$206K +2,531 New
PWMAG
204
Pinnacle Wealth Management Advisory Group
New Jersey
$239K +$203K +2,500 New
CAG
205
Csenge Advisory Group
Florida
$236K +$200K +2,464 New
SF
206
Summit Financial
New Jersey
$235K +$200K +2,459 New
GVAG
207
Great Valley Advisor Group
Delaware
$234K -$25.2K -310 -11%
SWM
208
Scissortail Wealth Management
Oklahoma
$234K +$199K +2,450 New
Wealthfront Advisers
209
Wealthfront Advisers
California
$233K +$198K +2,434 New
LAM
210
LifePro Asset Management
California
$231K -$143K -1,753 -42%
IFG
211
Independent Financial Group
California
$231K -$23.4K -288 -11%
EP
212
Edgestream Partners
New Jersey
$228K -$84.6K -1,041 -30%
SFG
213
StrategIQ Financial Group
Indiana
$224K +$190K +2,343 New
SCM
214
SOL Capital Management
Maryland
$220K +$187K +2,300 New
CA
215
Clearstead Advisors
Ohio
$217K -$184K -2,269 -50%
DS
216
DRW Securities
Illinois
$217K -$29.2K -359 -14%
PAS
217
Park Avenue Securities
New York
$216K +$184K +2,258 New
Fisher Asset Management
218
Fisher Asset Management
Washington
$203K -$127K -1,568 -42%
WWM
219
Western Wealth Management
Colorado
$201K +$171K +2,101 New
Prudential Financial
220
Prudential Financial
New Jersey
$200K +$170K +2,092 New
OP
221
ORG Partners
Indiana
$185K +$46.1K +567 +42%
POIA
222
Pin Oak Investment Advisors
Texas
$158K
RFG
223
RFP Financial Group
Georgia
$158K +$244 +3 +0.2%
UB
224
UMB Bank
Missouri
$148K -$16.3K -200 -11%
MCM
225
Manchester Capital Management
Vermont
$143K

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.