We are live on ! Find out more
XLB icon

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
MYIA
276
Mount Yale Investment Advisors
Colorado
$289K +$8.91K +334 +3%
ATFA
277
All Terrain Financial Advisors
Minnesota
$281K -$6.88K -258 -2%
BWA
278
BDO Wealth Advisors
Florida
$280K -$21.3K -800 -7%
CP
279
Camelot Portfolios
Ohio
$280K -$14.7K -552 -5%
WA
280
Winfield Associates
Ohio
$270K -$26.7K -1,000 -9%
C
281
Cerebellum
California
$267K +$122K +4,584 +77%
Mariner
282
Mariner
Kansas
$265K +$280K +10,506 New
VDFA
283
Vickerman & Driscoll Financial Advisors
Washington
$264K -$90.5K -3,392 -25%
CB
284
Chemical Bank
Michigan
$264K -$800 -30 -0.3%
PT
285
Plimoth Trust
Massachusetts
$264K +$74.9K +2,808 +37%
Group One Trading
286
Group One Trading
Illinois
$263K -$123K -4,610 -31%
Comerica Bank
287
Comerica Bank
Texas
$260K -$22.9K -858 -8%
GCMG
288
Gyroscope Capital Management Group
Florida
$258K -$19K -714 -7%
PFPT
289
Pinnacle Financial Partners (Tennessee)
Tennessee
$258K -$8.21K -308 -3%
ECM
290
Exchange Capital Management
Michigan
$257K -$43K -1,614 -14%
SS
291
Simplicity Solutions
Minnesota
$256K +$269K +10,104 New
Cetera Investment Advisers
292
Cetera Investment Advisers
Illinois
$255K -$100K -3,766 -27%
WCM
293
WealthBridge Capital Management
Ohio
$254K +$269K +10,070 New
FG
294
Fiduciary Group
Georgia
$253K
RMAM
295
Raab & Moskowitz Asset Management
New Jersey
$238K
OAM
296
Oppenheimer Asset Management
New York
$237K +$250K +9,360 New
COI
297
Capital One Investing
Virginia
$237K +$252K +9,448 New
MA
298
MUFG Americas
New York
$230K -$23.8K -894 -9%
AWM
299
AE Wealth Management
Kansas
$227K -$244K -9,152 -51%
LBD
300
Landsberg Bennett & Dubbaneh
Florida
$226K +$239K +8,946 New

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.