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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
PVH
401
Psagot Value Holdings
Israel
$12K
WEC
402
Winslow Evans & Crocker
Massachusetts
$12K
MM
403
Main Management
California
$11K
WIM
404
Westside Investment Management
California
$10.1K
PCG
405
Private Capital Group
Connecticut
$10K
FGC
406
Financial Gravity Companies
Texas
$10K +$9.49K +356 New
LFG
407
LifePlan Financial Group
Ohio
$9K
PAI
408
Pittenger & Anderson Inc
Nebraska
$9K
AIL
409
AGF Investments LLC
Ontario, Canada
$9K +$3.41K +128 +53%
EWA
410
ERTS Wealth Advisors
Michigan
$9K +$9.07K +340 New
PWMG
411
Prestige Wealth Management Group
New Jersey
$9K +$9.81K +368 New
IAS
412
IMA Advisory Services
Colorado
$8K
WB
413
Webster Bank
Connecticut
$8K
DWM
414
Doyle Wealth Management
Florida
$8K +$8.43K +316 New
TODC
415
Trustees of Dartmouth College
New Hampshire
$8K +$8.91K +334 New
HNB
416
Huntington National Bank
Ohio
$7K -$15.5K -580 -66%
SIS
417
Sound Income Strategies
Florida
$7K
Chevy Chase Trust
418
Chevy Chase Trust
Maryland
$7K +$6.93K +260 New
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$7K +$7.84K +294 New
ZB
420
Zions Bancorporation
Utah
$6K -$15.6K -586 -71%
YWP
421
YorkBridge Wealth Partners
New York
$6K
CAC
422
Certified Advisory Corp
Florida
$6K +$160 +6 +2%
GI
423
Gradient Investments
Minnesota
$6K +$4.75K +178 +307%
IC
424
Inscription Capital
Texas
$6K +$5.97K +224 New
AIM
425
Anchor Investment Management
South Carolina
$5K -$4.75K -178 -47%

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.