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Materials Select Sector SPDR Fund
XLB

Overview Fund Activity

749 hedge funds and large institutions have $4.22B invested in Materials Select Sector SPDR Fund in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 232 increasing their positions, 277 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
749
Holders Change
+4
Holders Change %
+0.54%
% of All Funds
11.99%
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
232
Reduced
277
Closed
87
Calls
$3.04B
Puts
$3.79B
Net Calls
-$746M
Net Calls Change
+$798M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$381M
3
Charles Schwab
3
Charles Schwab
California
$59.6M
4
CM
4
Churchill Management
California
$55.8M
5
UAS
5
United Asset Strategies
New York
$34.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$517M
2
Squarepoint
2
Squarepoint
New York
$787K
3
California Public Employees Retirement System
3
California Public Employees Retirement System
California
$0
4
UBS Group
4
UBS Group
Switzerland
$84.7M
5
State Street
5
State Street
Massachusetts
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
401
Hanlon Investment Management
New Jersey
$499K +$499K +6,192 New
PSB
402
Piscataqua Savings Bank
New Hampshire
$499K – – –
DAS
403
Dynamic Advisor Solutions
Arizona
$495K +$495K +6,139 New
NL
404
NVWM LLC
Pennsylvania
$493K +$7.91K +98 +2%
DWM
405
Darwin Wealth Management
Florida
$488K +$488K +6,001 New
MMG
406
Monetary Management Group
Missouri
$487K +$100K +1,240 +26%
SFB
407
STAR Financial Bank
Indiana
$482K -$53.8K -667 -10%
ISL
408
Ingalls & Snyder LLC
New York
$476K +$64.8K +804 +16%
EWA
409
EP Wealth Advisors
California
$470K +$292K +4,326 +163%
PCA
410
Providence Capital Advisors
North Carolina
$470K -$22.1K -274 -4%
FG
411
Fiduciary Group
Georgia
$467K – – –
SIC
412
SFE Investment Counsel
California
$467K -$8.21K -103 -2%
HVIA
413
Hudson Valley Investment Advisors
New York
$466K +$79.6K +987 +21%
BL
414
BFSG LLC
California
$465K +$164K +2,034 +55%
RFN
415
Redwood Financial Network
Ohio
$465K -$103K -1,280 -18%
Empower Advisory Group
416
Empower Advisory Group
Colorado
$463K +$463K +5,703 New
FNBOH
417
First National Bank of Hutchinson
Kansas
$461K +$12.1K +150 +3%
Capstone Investment Advisors
418
Capstone Investment Advisors
New York
$460K -$438K -5,429 -49%
VWA
419
Visionary Wealth Advisors
Illinois
$459K +$459K +5,692 New
IFWM
420
Institute for Wealth Management
Colorado
$454K – – –
IFA
421
Interactive Financial Advisors
Illinois
$454K +$11.5K +142 +3%
Macquarie Group
422
Macquarie Group
Australia
$441K – – –
IOOF
423
Independent Order of Foresters
Ontario, Canada
$441K – – –
HH
424
Hilltop Holdings
Texas
$440K -$40K -496 -8%
GFPC
425
Global Financial Private Client
Florida
$434K -$26.8K -330 -6%
15 16
17
18 19