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State Street Materials Select Sector SPDR ETF

794 hedge funds and large institutions have $4.78B invested in State Street Materials Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 235 increasing their positions, 312 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

14% more capital invested

Capital invested by funds: $4.2B → $4.78B (+$579M)

10% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 89

0% less funds holding

Funds holding: 797794 (-3)

2.05% less ownership

Funds ownership: 165.91%163.86% (-2.1%)

25% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 312

35% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.99B

Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.44%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
98
Increased
235
Reduced
312
Closed
89
Calls
$2.61B
Puts
$3.99B
Net Calls
-$1.38B
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
426
Sound Income Strategies
Florida
$510K +$472K +10,972 New
CIA
427
Concurrent Investment Advisors
Florida
$502K -$58K -1,348 -11%
FFS
428
Founders Financial Securities
Maryland
$499K -$3.72M -86,482 -89%
FNBOH
429
First National Bank of Hutchinson
Kansas
$497K
BWM
430
Birchcreek Wealth Management
Ohio
$495K -$16.9K -394 -4%
RFN
431
Redwood Financial Network
Ohio
$495K -$15.5K -360 -3%
CPP
432
Capasso Planning Partners
South Carolina
$493K
WP
433
WMS Partners
Maryland
$492K
JWBC
434
J.W. Burns & Co
New York
$492K -$198K -4,598 -30%
HI
435
Horizon Investments
North Carolina
$491K -$519K -12,064 -53%
PTC
436
Private Trust Company
Ohio
$480K -$145K -3,380 -25%
BCP
437
Blue Chip Partners
Michigan
$471K -$285K -6,622 -40%
WC
438
Waterloo Capital
Texas
$471K +$436K +10,136 New
IA
439
IAM Advisory
Pennsylvania
$468K +$141K +3,268 +48%
NWA
440
Navis Wealth Advisors
New York
$464K
JCM
441
Jacobi Capital Management
Pennsylvania
$460K +$426K +9,902 New
SWA
442
Stratos Wealth Advisors
Ohio
$460K -$87.9K -2,044 -17%
WPC
443
Wedmont Private Capital
Pennsylvania
$459K +$172 +4 +0%
GPA
444
Guerra Pan Advisors
New Jersey
$454K -$48.5K -1,128 -10%
VWM
445
Venturi Wealth Management
Texas
$453K -$432K -10,034 -51%
BCM
446
Brookstone Capital Management
Illinois
$444K -$347K -8,060 -46%
CFO
447
Colony Family Offices
North Carolina
$441K
MIC
448
Means Investment Company
Maine
$441K +$1.38K +32 +0.3%
Daiwa Securities Group
449
Daiwa Securities Group
Japan
$437K
DC
450
Davenport & Co
Virginia
$435K -$570K -13,258 -59%

XLB Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2024, worth a combined $4.78B — up 14% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new XLB positions and 89 closed out — a net gain of 9 holders — while 235 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 794 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2024, down from 797 in Q4 2023.
  • Funds reported $4.78B of State Street Materials Select Sector SPDR ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 98 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2024 and 89 closed out, a net change of +9 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2024 was Goldman Sachs, an estimated $249M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2024.