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

Top Sellers

1
Bank of America
Bank of America
North Carolina
$517M
2
Squarepoint
Squarepoint
New York
$787K
3
California Public Employees Retirement System
California Public Employees Retirement System
California
$0
4
UBS Group
UBS Group
Switzerland
$84.7M
5
State Street
State Street
Massachusetts
$18.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFS
426
Ifrah Financial Services
Arkansas
$434K +$187K +2,323 +76%
CAM
427
Cozad Asset Management
Illinois
$430K -$5.65K -70 -1%
CPP
428
Capasso Planning Partners
South Carolina
$428K -$13.9K -172 -3%
PFSC
429
Peoples Financial Services Corp
Pennsylvania
$426K +$14.2K +176 +3%
SJIM
430
St. Johns Investment Management
Florida
$426K -$34.8K -432 -8%
KPWS
431
Kestra Private Wealth Services
Texas
$420K +$2.26K +28 +0.5%
FTS
432
Fifth Third Securities
Ohio
$419K +$20.2K +250 +5%
H
433
HoyleCohen
California
$415K +$13K +161 +3%
CIBC World Market
434
CIBC World Market
Ontario, Canada
$412K -$1.42M -17,646 -78%
BSW
435
Buckingham Strategic Wealth
Missouri
$411K – – –
BF
436
BOK Financial
Oklahoma
$408K -$88.3K -1,095 -18%
CW
437
CreativeOne Wealth
Kansas
$408K +$408K +5,055 New
CFGS
438
Concourse Financial Group Securities
Alabama
$406K -$203K -2,521 -33%
NWA
439
Navis Wealth Advisors
New York
$403K – – –
HCP
440
Hexagon Capital Partners
Arkansas
$399K -$23.6K -292 -6%
LSA
441
L & S Advisors
California
$398K +$398K +4,932 New
WT
442
Whittier Trust
California
$397K -$13.2K -164 -3%
RFO
443
RiverGlades Family Offices
Florida
$394K – – –
NSIM
444
North Star Investment Management
Illinois
$391K – – –
Man Group
445
Man Group
United Kingdom
$387K -$4.87M -62,700 Closed
BAM
446
Belpointe Asset Management
Nevada
$377K +$13.1K +162 +4%
SC
447
Scotia Capital
Ontario, Canada
$375K -$1.64M -20,277 -81%
LPAM
448
Lodestar Private Asset Management
California
$373K -$5.32K -66 -1%
WPC
449
Wedmont Private Capital
Pennsylvania
$371K +$240 +3 +0.1%
PWM
450
Prentice Wealth Management
New York
$371K -$28.3K -351 -7%
16 17
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