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State Street Materials Select Sector SPDR ETF

794 hedge funds and large institutions have $4.78B invested in State Street Materials Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 235 increasing their positions, 312 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

14% more capital invested

Capital invested by funds: $4.2B → $4.78B (+$579M)

10% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 89

0% less funds holding

Funds holding: 797794 (-3)

2.05% less ownership

Funds ownership: 165.91%163.86% (-2.1%)

25% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 312

35% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.99B

Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.44%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
98
Increased
235
Reduced
312
Closed
89
Calls
$2.61B
Puts
$3.99B
Net Calls
-$1.38B
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
LRWA
226
Long Run Wealth Advisors
New York
$1.66M +$89.4K +2,078 +6%
FMWA
227
Forvis Mazars Wealth Advisors
Missouri
$1.66M -$35.1K -816 -2%
MFG
228
Merit Financial Group
Georgia
$1.65M +$1.05M +24,382 +196%
Fidelity International
229
Fidelity International
Bermuda
$1.63M -$140K -3,244 -8%
CAPTRUST Financial Advisors
230
CAPTRUST Financial Advisors
North Carolina
$1.61M -$123K -2,862 -8%
EFS
231
Econ Financial Services
Pennsylvania
$1.57M +$860K +19,996 +145%
KFP
232
KMG Fiduciary Partners
Ohio
$1.56M
AF
233
Arrow Financial
New York
$1.56M -$98.7K -2,296 -6%
CWA
234
Clarus Wealth Advisors
Arizona
$1.55M -$9.72K -226 -0.7%
WBCM
235
Wilson & Boucher Capital Management
California
$1.54M -$117K -2,730 -8%
SC
236
Sykon Capital
New York
$1.52M -$34.2K -796 -2%
PCA
237
Pallas Capital Advisors
Massachusetts
$1.5M +$117K +2,732 +9%
GIA
238
Gladstone Institutional Advisory
Florida
$1.5M +$101K +2,340 +8%
William Blair & Company
239
William Blair & Company
Illinois
$1.49M -$77.5K -1,802 -5%
BB
240
Busey Bank
Illinois
$1.48M -$28.3K -658 -2%
CTA
241
Camelot Technology Advisors
California
$1.47M -$8.77K -204 -0.6%
KAS
242
Kestra Advisory Services
Texas
$1.45M +$148K +3,434 +12%
BONH
243
Bank of New Hampshire
New Hampshire
$1.45M -$1.46M -33,988 -52%
RFWA
244
RPg Family Wealth Advisory
Massachusetts
$1.44M -$6.97K -162 -0.5%
SPIA
245
Steward Partners Investment Advisory
New York
$1.44M -$192K -4,456 -13%
ATPW
246
Ashton Thomas Private Wealth
Arizona
$1.44M -$1.01M -23,466 -43%
FIM
247
Freedom Investment Management
Connecticut
$1.43M -$221K -5,134 -14%
M&T Bank
248
M&T Bank
New York
$1.41M
FNT
249
First National Trust
Pennsylvania
$1.4M -$67.5K -1,570 -5%
FEG
250
Financial Enhancement Group
Indiana
$1.38M +$1.32M +30,728 New

XLB Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2024, worth a combined $4.78B — up 14% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new XLB positions and 89 closed out — a net gain of 9 holders — while 235 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 794 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2024, down from 797 in Q4 2023.
  • Funds reported $4.78B of State Street Materials Select Sector SPDR ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 98 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2024 and 89 closed out, a net change of +9 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2024 was Goldman Sachs, an estimated $249M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2024.