We are live on ! Find out more
XLB icon

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
IIA
476
IPG Investment Advisors
California
-$1.02M -35,324 Closed
CIBC World Market
477
CIBC World Market
Ontario, Canada
-$1.01M -34,820 Closed
Q
478
QVR
California
-$1.01M -34,786 Closed
LCH
479
Lee Capital Holdings
New York
-$922K -31,830 Closed
VHAM
480
Van Hulzen Asset Management
California
-$820K -28,302 Closed
Wolverine Trading
481
Wolverine Trading
Illinois
-$625K -23,426 Closed
EGA
482
E&G Advisors
Texas
-$556K -19,200 Closed
Fiera Capital (Canada)
483
Fiera Capital (Canada)
Quebec, Canada
-$523K -18,078 Closed
CA
484
Cumberland Advisors
Florida
-$517K -17,860 Closed
Manulife (Manufacturers Life Insurance)
485
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$476K -16,418 Closed
IP
486
Intellectus Partners
California
-$452K -15,620 Closed
MBT
487
Montecito Bank & Trust
California
-$377K -13,004 Closed
IWP
488
Icon Wealth Partners
Texas
-$363K -12,516 Closed
WI
489
Wintrust Investments
Illinois
-$330K -11,400 Closed
SG
490
StoneX Group
New York
-$322K -11,104 Closed
HWA
491
HCR Wealth Advisors
California
-$283K -10,854 Closed
BMM
492
Berkshire Money Management
Massachusetts
-$313K -10,800 Closed
IA
493
IndexIQ Advisors
New York
-$295K -10,172 Closed
CIM
494
Contravisory Investment Management
Massachusetts
-$276K -9,530 Closed
JIP
495
Jaffetilchin Investment Partners
Florida
-$276K -9,522 Closed
USGIU
496
U.S. Global Investors (USGI)
Texas
-$266K -9,200 Closed
CHA
497
Cedar Hill Associates
Illinois
-$256K -8,844 Closed
BF
498
BOK Financial
Oklahoma
-$247K -8,526 Closed
EP
499
Edgestream Partners
New Jersey
-$246K -8,480 Closed
CAN
500
Claraphi Advisory Network
United States
-$244K -8,440 Closed

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.