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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
AC
326
Avestar Capital
New York
$129K
BWM
327
BerganKDV Wealth Management
Minnesota
$126K
MCM
328
Manchester Capital Management
Vermont
$116K
MA
329
MCF Advisors
Kentucky
$116K
ATC
330
Adirondack Trust Company
New York
$115K
HIIFS
331
Harel Insurance Investments & Financial Services
Israel
$106K +$1.44K +54 +1%
GRP
332
Global Retirement Partners
California
$95K +$8.96K +336 +10%
MMG
333
Monetary Management Group
Missouri
$87K
MWA
334
Meridian Wealth Advisors
Texas
$83K +$88K +3,300 New
APW
335
Acima Private Wealth
Virginia
$82K +$86.8K +3,256 New
VCM
336
Versant Capital Management
Arizona
$77K
VFA
337
Valeo Financial Advisors
Indiana
$75K -$170K -6,376 -68%
CI
338
CX Institutional
Indiana
$73K -$4.5M -168,932 -98%
RPG
339
Risk Paradigm Group
Texas
$71.4K -$420K -15,760 -85%
BBPWM
340
Blue Bell Private Wealth Management
Pennsylvania
$71K
WAM
341
Wealthspire Advisors (Maryland)
Maryland
$70K -$1.01K -38 -1%
SWM
342
SeaCrest Wealth Management
New York
$66K +$1.92K +72 +3%
RCAG
343
Rehmann Capital Advisory Group
Michigan
$65.5K -$108K -4,048 -61%
TAT
344
TD Ameritrade Trust
Colorado
$65K -$58.2K -2,184 -46%
PG
345
Patten Group
Tennessee
$65K -$13.3K -500 -16%
FNBOSM
346
First National Bank of South Miami
Florida
$64K +$64.3K +2,412 New
TFS
347
TrustCore Financial Services
Tennessee
$63K
BG
348
Bollard Group
Massachusetts
$63K +$427 +16 +0.6%
ACA
349
Atlas Capital Advisors
Wyoming
$62.5K
KPCM
350
Kings Point Capital Management
New York
$62K +$53.4K +2,002 +437%

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.