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State Street Materials Select Sector SPDR ETF

458 hedge funds and large institutions have $3.18B invested in State Street Materials Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 115 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.93% more ownership

Funds ownership: 170.88%182.81% (+12%)

3% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 76

1% less funds holding

Funds holding: 462458 (-4)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less capital invested

Capital invested by funds: $3.95B → $3.18B (-$766M)

32% less call options, than puts

Call options by funds: $737M | Put options by funds: $1.09B

40% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 193

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
10.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
78
Increased
115
Reduced
193
Closed
76
Calls
$737M
Puts
$1.09B
Net Calls
-$350M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
251
United Capital Financial Advisors
Texas
$370K -$23.9M -895,620 -98%
FTI
252
Fiduciary Trust International
Massachusetts
$369K +$317K +11,892 New
SPIA
253
Steward Partners Investment Advisory
New York
$367K +$139K +5,200 +56%
MBT
254
Monroe Bank & Trust
Michigan
$360K -$9.81K -368 -3%
UFF
255
USA Financial Formulas
Michigan
$359K -$65.1K -2,440 -16%
SFM
256
Signet Financial Management
New Jersey
$353K +$304K +11,416 +446%
BCM
257
BlueCrest Capital Management
Jersey
$349K -$1.11M -41,490 -75%
FNBOH
258
First National Bank of Hutchinson
Kansas
$348K -$3.2K -120 -0.9%
BA
259
Bristlecone Advisors
Washington
$344K
MWP
260
MYCIO Wealth Partners
Pennsylvania
$340K +$2.24K +84 +0.6%
TWM
261
Torch Wealth Management
Ohio
$340K +$141K +5,300 +65%
LA
262
Legacy Advisors
Pennsylvania
$324K +$2.13K +80 +0.6%
OIA
263
Optimum Investment Advisors
Illinois
$316K -$13.5K -506 -4%
AWM
264
Avitas Wealth Management
California
$315K +$13K +486 +4%
Daiwa Securities Group
265
Daiwa Securities Group
Japan
$313K +$58.7K +2,200 +22%
GT
266
Greenleaf Trust
Michigan
$312K -$200K -7,504 -38%
DADC
267
D.A. Davidson & Co
Montana
$311K -$18.7K -700 -5%
Baird Financial Group
268
Baird Financial Group
Wisconsin
$310K -$133K -5,004 -29%
FUBT
269
First United Bank & Trust
Maryland
$307K -$11.1K -416 -3%
VFA
270
Voya Financial Advisors
Connecticut
$304K -$1.65K -62 -0.5%
SWP
271
Stratos Wealth Partners
Ohio
$304K +$3.41K +128 +1%
CIA
272
Capital Investment Advisors
Georgia
$303K -$116K -4,360 -27%
IA
273
IFP Advisors
Florida
$302K -$218K -8,162 -40%
FHA
274
First Horizon Advisors
Tennessee
$295K +$53 +2 +0%
MWM
275
Marietta Wealth Management
Georgia
$292K -$8.43K -316 -3%

XLB Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q4 2018, worth a combined $3.18B — down 19% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XLB positions and 76 closed out — a net gain of 2 holders — while 115 added to existing stakes and 193 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $208M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 458 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q4 2018, down from 462 in Q3 2018.
  • Funds reported $3.18B of State Street Materials Select Sector SPDR ETF stock for Q4 2018, down 19% quarter-over-quarter.
  • 78 funds opened new State Street Materials Select Sector SPDR ETF positions in Q4 2018 and 76 closed out, a net change of +2 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q4 2018 was Prudential plc, an estimated $208M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q4 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2018.