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State Street Materials Select Sector SPDR ETF

311 hedge funds and large institutions have $4.71B invested in State Street Materials Select Sector SPDR ETF in 2014 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 125 increasing their positions, 103 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 103

16.7% more ownership

Funds ownership: 169.25%185.96% (+17%)

4% less capital invested

Capital invested by funds: $4.92B → $4.71B (-$211M)

2% less funds holding

Funds holding: 318311 (-7)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

12% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 33

55% less call options, than puts

Call options by funds: $428M | Put options by funds: $956M

Holders
311
Holders Change
-7
Holders Change %
-2.2%
% of All Funds
9.02%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.61%
New
29
Increased
125
Reduced
103
Closed
33
Calls
$428M
Puts
$956M
Net Calls
-$528M
Net Calls Change
-$148M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
226
Pinnacle Advisory Group
Maryland
$320K
HNB
227
Huntington National Bank
Ohio
$318K -$36.7K -1,470 -10%
GLRA
228
Gerald L. Ray & Associates
Texas
$314K +$93.5K +3,748 +42%
GA
229
Geneva Advisors
Illinois
$305K +$5.99K +240 +2%
Truist Financial
230
Truist Financial
North Carolina
$291K -$3.99K -160 -1%
FCT
231
Family Capital Trust
Massachusetts
$286K -$2.37M -95,128 -89%
DWT
232
Dorsey & Whitney Trust
South Dakota
$285K
X
233
Xponance
Pennsylvania
$284K
BCM
234
BTR Capital Management
California
$283K
BOK
235
Bank of Kentucky
Kentucky
$272K +$32.7K +1,310 +14%
BBPWM
236
Blue Bell Private Wealth Management
Pennsylvania
$263K
HighTower Advisors
237
HighTower Advisors
Illinois
$259K -$2.24M -89,892 -90%
VKH
238
Virtu KCG Holdings
New York
$257K -$3.11M -124,462 -92%
CT
239
Cambridge Trust
Massachusetts
$255K +$256K +10,268 New
VFA
240
Virtus Fund Advisers
Connecticut
$252K -$5.49K -220 -2%
TBA
241
Train Babcock Advisors
New York
$248K
Neuberger Berman Group
242
Neuberger Berman Group
New York
$247K +$12.5K +500 +5%
PP
243
Pension Partners
New York
$247K +$249K +9,982 New
EFS
244
Essex Financial Services
Connecticut
$238K
CWA
245
Constellation Wealth Advisors
New York
$237K -$627K -25,120 -72%
BRWM
246
B. Riley Wealth Management
Tennessee
$236K -$619K -24,784 -72%
LA
247
Lynch & Associates
Indiana
$232K +$3K +120 +1%
JMPWA
248
JP Morgan Private Wealth Advisors
California
$225K -$9.73K -390 -4%
BOTW
249
Bank of the West
California
$224K -$45.7K -1,830 -17%
LW
250
Linscomb Wealth
Texas
$223K

XLB Hedge Fund Activity: Q3 2014 in Review

311 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q3 2014, worth a combined $4.71B — down 4.3% from $4.92B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of XLB and 29 opened new positions — a net loss of 4 holders — while 103 trimmed existing stakes and 125 added.

The largest buyer was Goldman Sachs, adding an estimated $107M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $100M.

  • 311 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q3 2014, down from 318 in Q2 2014.
  • Funds reported $4.71B of State Street Materials Select Sector SPDR ETF stock for Q3 2014, down 4.3% quarter-over-quarter.
  • 29 funds opened new State Street Materials Select Sector SPDR ETF positions in Q3 2014 and 33 closed out, a net change of -4 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q3 2014 was Goldman Sachs, an estimated $107M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q3 2014 was BNP Paribas Financial Markets, an estimated $100M sold.

Based on aggregated 13F filings for Q3 2014.