We are live on ! Find out more
XLB icon

State Street Materials Select Sector SPDR ETF

437 hedge funds and large institutions have $2.38B invested in State Street Materials Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 99 increasing their positions, 169 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

21% more capital invested

Capital invested by funds: $1.97B → $2.38B (+$410M)

7% more funds holding

Funds holding: 410437 (+27)

26% less call options, than puts

Call options by funds: $993M | Put options by funds: $1.35B

36.7% less ownership

Funds ownership: 159.62%122.92% (-37%)

41% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 169

Holders
437
Holders Change
+27
Holders Change %
+6.59%
% of All Funds
8.96%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
92
Increased
99
Reduced
169
Closed
61
Calls
$993M
Puts
$1.35B
Net Calls
-$355M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
401
Prestige Wealth Management Group
New Jersey
$7K -$3.77M -143,138 -100%
LWA
402
Lenox Wealth Advisors
New York
$7K
SIS
403
Sound Income Strategies
Florida
$7K
AWMS
404
Advocacy Wealth Management Services
Georgia
$7K +$6.68K +254 New
GI
405
Gradient Investments
Minnesota
$6K -$474 -18 -8%
BCM
406
Bourgeon Capital Management
Connecticut
$6K
LB
407
Legacy Bridge
Iowa
$6K
SIA
408
SeaBridge Investment Advisors
New Jersey
$6K
SWM
409
Selective Wealth Management
Virginia
$6K +$5.26K +200 New
RBA
410
Richard Bernstein Advisors
New York
$6K +$6.37K +242 New
AWA
411
Arkadios Wealth Advisors
Georgia
$5.95K +$5.26K +200 New
AIM
412
Anchor Investment Management
South Carolina
$5.58K
PP
413
Pacifica Partners
Canada
$5K
OPS
414
Orion Portfolio Solutions
Nebraska
$5K +$2.21K +84 +105%
CL
415
Cabana LLC
Arkansas
$5K +$4.58K +174 New
DAC
416
Dividend Assets Capital
South Carolina
$5K +$4.74K +180 New
RG
417
Retirement Group
California
$5K +$4.79K +182 New
ClearBridge Investments
418
ClearBridge Investments
New York
$5K +$4.95K +188 New
GWMIA
419
Global Wealth Management Investment Advisory
Florida
$4K -$1.05K -40 -21%
OC
420
Oakworth Capital
Alabama
$4K
SIC
421
Salem Investment Counselors
North Carolina
$4K
WB
422
West Bancorporation
Iowa
$4K
CMA
423
Cedar Mountain Advisors
Oregon
$3K
JCM
424
Jacobi Capital Management
Pennsylvania
$3K +$2.74K +104 New
BAM
425
Bellevue Asset Management
Washington
$3K +$3.11K +118 New

XLB Hedge Fund Activity: Q2 2020 in Review

437 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q2 2020, worth a combined $2.38B — up 21% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLB positions and 61 closed out — a net gain of 31 holders — while 99 added to existing stakes and 169 trimmed.

The largest buyer was Prudential plc, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $132M.

  • 437 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q2 2020, up from 410 in Q1 2020.
  • Funds reported $2.38B of State Street Materials Select Sector SPDR ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 92 funds opened new State Street Materials Select Sector SPDR ETF positions in Q2 2020 and 61 closed out, a net change of +31 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q2 2020 was Prudential plc, an estimated $149M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2020.