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State Street Materials Select Sector SPDR ETF
XLB

795 hedge funds and large institutions have $4.9B invested in State Street Materials Select Sector SPDR ETF in 2024 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 294 increasing their positions, 262 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

17.61% more ownership

Funds ownership: 163.86% → 181.47% (+18%)

12% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 81

12% more repeat investments, than reductions

Existing positions increased: 294 | Existing positions reduced: 262

3% more capital invested

Capital invested by funds: $4.78B → $4.9B (+$124M)

0% more funds holding

Funds holding: 794 → 795 (+1)

30% less call options, than puts

Call options by funds: $3.2B | Put options by funds: $4.56B

67% less funds holding in top 10

Funds holding in top 10: 15 → 5 (-10)

Holders
795
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
11.48%
Holding in Top 10
5
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-66.67%
% of All Funds
0.07%
New
91
Increased
294
Reduced
262
Closed
81
Calls
$3.2B
Puts
$4.56B
Net Calls
-$1.36B
Net Calls Change
+$21.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$333M
2
IG
ING Group
Netherlands
+$172M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
+$105M
4
CM
Churchill Management
California
+$68.4M
5
HIIFS
Harel Insurance Investments & Financial Services
Israel
+$62.8M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$121M
2
Goldman Sachs
Goldman Sachs
New York
-$66.6M
3
Citigroup
Citigroup
New York
-$58.7M
4
CIBC World Market
CIBC World Market
Ontario, Canada
-$44.5M
5
Barclays
Barclays
United Kingdom
-$37.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
226
Avantax Advisory Services
Texas
$1.72M +$486K +10,758 +38%
CC
227
Callan Capital
California
$1.72M +$2.44K +54 +0.1%
FI
228
Finivi Inc
Massachusetts
$1.7M +$41.9K +928 +2%
NA
229
NewEdge Advisors
Louisiana
$1.69M +$448K +9,914 +35%
AC
230
Abbrea Capital
California
$1.68M +$32.8K +726 +2%
AFTS
231
American Financial & Tax Strategies
New York
$1.67M -$8.59K -190 -0.5%
MFG
232
Merit Financial Group
Georgia
$1.63M +$994 +22 +0.1%
PF
233
Phoenix Financial
Israel
$1.62M +$1.66M +36,660 New
FMWA
234
Forvis Mazars Wealth Advisors
Missouri
$1.59M +$12.7K +282 +0.8%
Fidelity International
235
Fidelity International
Bermuda
$1.58M +$32.1K +710 +2%
LWM
236
Lionsbridge Wealth Management
Florida
$1.58M +$1.61M +35,710 New
EFS
237
Econ Financial Services
Pennsylvania
$1.57M +$78.8K +1,744 +5%
PCA
238
Pallas Capital Advisors
Massachusetts
$1.54M +$73.9K +1,634 +5%
CWA
239
Clarus Wealth Advisors
Arizona
$1.54M +$37.4K +828 +2%
HNB
240
Huntington National Bank
Ohio
$1.52M +$573K +12,668 +58%
WBCM
241
Wilson & Boucher Capital Management
California
$1.51M +$45.2K +1,000 +3%
William Blair & Company
242
William Blair & Company
Illinois
$1.49M +$76.5K +1,692 +5%
JPLA
243
Joseph P. Lucia & Associates
New York
$1.49M +$297K +6,580 +24%
SPIA
244
Steward Partners Investment Advisory
New York
$1.49M +$125K +2,766 +9%
KFP
245
KMG Fiduciary Partners
Ohio
$1.47M -$16.5K -366 -1%
AF
246
Arrow Financial
New York
$1.44M -$39.6K -876 -3%
RFWA
247
RPg Family Wealth Advisory
Massachusetts
$1.43M +$61.2K +1,354 +4%
WCM
248
Winthrop Capital Management
Indiana
$1.42M -$431K -9,532 -23%
SW
249
SMART Wealth
Nebraska
$1.4M +$105K +2,322 +8%
Walleye Trading
250
Walleye Trading
New York
$1.4M +$1.18M +26,018 +455%
8 9
10
11 12

XLB Hedge Fund Activity: Q2 2024 in Review

795 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q2 2024, worth a combined $4.9B — up 2.6% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new XLB positions and 81 closed out — a net gain of 10 holders — while 294 added to existing stakes and 262 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $333M. The largest seller was Bank of America, cutting an estimated $121M.

  • 795 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q2 2024, up from 794 in Q1 2024.
  • Funds reported $4.9B of State Street Materials Select Sector SPDR ETF stock for Q2 2024, up 2.6% quarter-over-quarter.
  • 91 funds opened new State Street Materials Select Sector SPDR ETF positions in Q2 2024 and 81 closed out, a net change of +10 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q2 2024 was Morgan Stanley, an estimated $333M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q2 2024 was Bank of America, an estimated $121M sold.

Based on aggregated 13F filings for Q2 2024.