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State Street Materials Select Sector SPDR ETF

752 hedge funds and large institutions have $4.23B invested in State Street Materials Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 233 increasing their positions, 279 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 749752 (+3)

9.69% less ownership

Funds ownership: 164.61%154.93% (-9.7%)

11% less capital invested

Capital invested by funds: $4.73B → $4.23B (-$506M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 279

20% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $3.79B

Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
11.98%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.22%
New
107
Increased
233
Reduced
279
Closed
88
Calls
$3.04B
Puts
$3.79B
Net Calls
-$746M
Net Calls Change
+$798M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
351
J.W. Burns & Co
New York
$692K -$8.5K -210 -1%
TF
352
TIAA FSB
Florida
$691K -$25K -618 -3%
EL
353
Essex LLC
Illinois
$689K
ET
354
Equitable Trust
Tennessee
$684K
FHA
355
Flagship Harbor Advisors
Massachusetts
$678K -$20.4K -504 -3%
Financial Engines Advisors
356
Financial Engines Advisors
California
$677K -$51.8K -1,280 -7%
EDRH
357
Edmond de Rothschild Holding
Switzerland
$677K
CGFA
358
Colton Groome Financial Advisors
North Carolina
$666K +$215K +5,304 +47%
CWM
359
Cranbrook Wealth Management
Michigan
$665K -$605K -14,934 -48%
AAS
360
Ameritas Advisory Services
Nebraska
$660K -$182K -4,506 -22%
GEA
361
Glen Eagle Advisors
New Jersey
$659K -$9.88K -244 -1%
AFG
362
Alterity Financial Group
Maine
$658K
RC
363
Roundview Capital
New Jersey
$656K +$50.3K +1,242 +8%
NA
364
NewEdge Advisors
Louisiana
$652K -$1.98M -48,888 -75%
IP
365
Investment Partners
Ohio
$646K
ARG
366
Advisory Resource Group
Oklahoma
$646K +$82.3K +2,032 +15%
AF
367
Apexium Financial
Texas
$639K +$313K +7,720 +95%
Wealthfront Advisers
368
Wealthfront Advisers
California
$630K +$74.4K +1,838 +13%
MWM
369
Moran Wealth Management
Florida
$629K +$28.5K +704 +5%
HNB
370
Huntington National Bank
Ohio
$627K -$15.8K -390 -2%
FT
371
Fiduciary Trust
Massachusetts
$625K -$13.3K -328 -2%
DI
372
DFPG Investments
Utah
$624K +$627K +15,474 New
IFG
373
Independent Financial Group
California
$622K +$184K +4,546 +42%
GRP
374
Global Retirement Partners
California
$622K -$337K -8,330 -35%
KCM
375
Kennicott Capital Management
California
$619K +$234K +5,788 +61%

XLB Hedge Fund Activity: Q1 2023 in Review

752 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2023, worth a combined $4.23B — down 11% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new XLB positions and 88 closed out — a net gain of 19 holders — while 233 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $194M. The largest seller was Bank of America, cutting an estimated $295M.

  • 752 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2023, up from 749 in Q4 2022.
  • Funds reported $4.23B of State Street Materials Select Sector SPDR ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 107 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2023 and 88 closed out, a net change of +19 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2023 was Morgan Stanley, an estimated $194M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2023 was Bank of America, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2023.