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State Street Materials Select Sector SPDR ETF

752 hedge funds and large institutions have $4.23B invested in State Street Materials Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 233 increasing their positions, 279 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 749752 (+3)

9.69% less ownership

Funds ownership: 164.61%154.93% (-9.7%)

11% less capital invested

Capital invested by funds: $4.73B → $4.23B (-$506M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 279

20% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $3.79B

Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
11.98%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
107
Increased
233
Reduced
279
Closed
88
Calls
$3.04B
Puts
$3.79B
Net Calls
-$746M
Net Calls Change
+$798M
Name Holding Trade Value Shares
Change
Change in
Stake
FMWA
226
Forvis Mazars Wealth Advisors
Missouri
$1.65M -$15.8K -390 -0.9%
BCFS
227
Butensky & Cohen Financial Security
Florida
$1.63M -$51K -1,260 -3%
CWM
228
C2C Wealth Management
Arizona
$1.63M +$194K +4,800 +14%
LDB
229
Lee, Danner & Bass
Tennessee
$1.59M -$22.3K -550 -1%
SPL
230
Smart Portfolios LLC
Washington
$1.59M -$3.89K -96 -0.2%
AC
231
Abbrea Capital
California
$1.58M -$63.2K -1,560 -4%
AWS
232
Atria Wealth Solutions
New York
$1.58M -$429K -10,590 -21%
TFA
233
Toth Financial Advisory
Virginia
$1.57M -$19.6K -484 -1%
SWA
234
Stratos Wealth Advisors
Ohio
$1.57M -$488K -12,056 -24%
VA
235
Valmark Advisers
Ohio
$1.54M -$343K -8,476 -18%
CC
236
Callan Capital
California
$1.53M -$22K -544 -1%
MCM
237
MV Capital Management
Maryland
$1.5M -$106K -2,622 -7%
TI
238
Trexquant Investment
Connecticut
$1.48M +$1.48M +36,598 New
ARC
239
Advisor Resource Council
Texas
$1.46M +$923K +22,798 +170%
UCFA
240
United Capital Financial Advisors
Texas
$1.46M +$1.16M +28,768 +391%
CASB
241
Cape Ann Savings Bank
Massachusetts
$1.46M -$2.02K -50 -0.1%
Creative Planning
242
Creative Planning
Kansas
$1.45M -$11.9K -294 -0.8%
STC
243
Sarah T. Connolly
$1.44M +$217K +5,360 +18%
WBCM
244
Wilson & Boucher Capital Management
California
$1.43M -$8.1K -200 -0.6%
ZIG
245
Zuckerman Investment Group
Illinois
$1.42M +$74.7K +1,844 +6%
FPGK
246
Financial Partners Group (Kansas)
Kansas
$1.41M -$93.8K -2,316 -6%
RA
247
RFG Advisory
Alabama
$1.4M +$977K +24,138 +229%
SWP
248
Stratos Wealth Partners
Ohio
$1.38M -$219K -5,410 -14%
ZIG
249
Zullo Investment Group
Pennsylvania
$1.37M +$33.7K +832 +3%
FNT
250
First National Trust
Pennsylvania
$1.37M -$2.51K -62 -0.2%

XLB Hedge Fund Activity: Q1 2023 in Review

752 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2023, worth a combined $4.23B — down 11% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new XLB positions and 88 closed out — a net gain of 19 holders — while 233 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $194M. The largest seller was Bank of America, cutting an estimated $295M.

  • 752 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2023, up from 749 in Q4 2022.
  • Funds reported $4.23B of State Street Materials Select Sector SPDR ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 107 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2023 and 88 closed out, a net change of +19 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2023 was Morgan Stanley, an estimated $194M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2023 was Bank of America, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2023.