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State Street Materials Select Sector SPDR ETF

798 hedge funds and large institutions have $5.29B invested in State Street Materials Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

8.8% more ownership

Funds ownership: 181.47%190.27% (+8.8%)

8% more capital invested

Capital invested by funds: $4.9B → $5.29B (+$386M)

0% more funds holding

Funds holding: 795798 (+3)

18% less call options, than puts

Call options by funds: $3.5B | Put options by funds: $4.3B

24% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 319

Holders
798
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
11.46%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
76
Increased
244
Reduced
319
Closed
64
Calls
$3.5B
Puts
$4.3B
Net Calls
-$791M
Net Calls Change
+$565M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
326
Sterling Investment Counsel
New York
$872K +$123K +2,694 +18%
KIG
327
Kessler Investment Group
Indiana
$867K -$391K -8,574 -32%
MWM
328
Meridian Wealth Management
Kentucky
$864K -$18K -394 -2%
FTIS
329
First Trust Investment Solutions
Florida
$863K -$156K -3,426 -16%
RSWM
330
Robertson Stephens Wealth Management
California
$863K -$11.3K -248 -1%
DFA
331
Davies Financial Advisors
California
$844K -$28.6K -628 -3%
MYIA
332
Mount Yale Investment Advisors
Colorado
$843K -$162K -3,552 -17%
LWANC
333
Laurel Wealth Advisors (North Carolina)
North Carolina
$841K -$1.82K -40 -0.2%
EWA
334
Evolution Wealth Advisors
Florida
$836K -$158K -3,460 -17%
PFSC
335
Peoples Financial Services Corp
Pennsylvania
$835K -$19.1K -418 -2%
CW
336
Cooksen Wealth
Texas
$833K -$23.2K -508 -3%
Financial Engines Advisors
337
Financial Engines Advisors
California
$828K +$23.2K +508 +3%
CSPIA
338
Cary Street Partners Investment Advisory
Virginia
$826K +$99.4K +2,180 +15%
SW
339
SMART Wealth
Nebraska
$796K -$698K -15,308 -48%
MCM
340
MontVue Capital Management
Virginia
$784K -$4.01K -88 -0.5%
Bank of New York Mellon
341
Bank of New York Mellon
New York
$783K +$334K +7,320 +82%
MWM
342
Moulton Wealth Management
Washington
$780K -$1.86M -40,688 -71%
TIAA Trust, National Association
343
TIAA Trust, National Association
North Carolina
$774K -$47.9K -1,050 -6%
BCM
344
Barometer Capital Management
Ontario, Canada
$771K +$54.7K +1,200 +8%
AIM
345
Aspen Investment Management
Michigan
$770K +$456 +10 +0.1%
LWM
346
Laidlaw Wealth Management
New York
$762K -$18.4K -404 -2%
JGC
347
J. Goldman & Co
New York
$745K +$705K +15,456 New
IP
348
Investment Partners
Ohio
$745K
HI
349
Harbour Investments
Wisconsin
$744K -$142K -3,112 -17%
Wealthfront Advisers
350
Wealthfront Advisers
California
$738K +$59K +1,294 +9%

XLB Hedge Fund Activity: Q3 2024 in Review

798 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q3 2024, worth a combined $5.29B — up 7.9% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new XLB positions and 64 closed out — a net gain of 12 holders — while 244 added to existing stakes and 319 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $61.6M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $112M.

  • 798 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q3 2024, up from 795 in Q2 2024.
  • Funds reported $5.29B of State Street Materials Select Sector SPDR ETF stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 76 funds opened new State Street Materials Select Sector SPDR ETF positions in Q3 2024 and 64 closed out, a net change of +12 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $61.6M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2024.