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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 %
AWM
501
Aberdeen Wealth Management
Illinois
$290K – – –
MF
502
Meridian Financial
Massachusetts
$290K +$8.07K +100 +3%
GWM
503
Greenwich Wealth Management
Connecticut
$290K – – –
RFC
504
Regions Financial Corp
Alabama
$289K -$90.5K -1,121 -24%
RWA
505
Roberts Wealth Advisors
California
$289K +$3.6K +45 +1%
TC
506
Telemus Capital
Michigan
$288K -$104K -1,295 -27%
AIP
507
ARS Investment Partners
New York
$288K +$45.7K +566 +19%
PWM
508
Perigon Wealth Management
California
$288K -$55.7K -690 -16%
1IA
509
1834 Investment Advisors
Wisconsin
$284K -$1.13M -14,071 -80%
WTC
510
WhitTier Trust Company
Nevada
$284K +$229K +2,845 +423%
MSAM
511
Moloney Securities Asset Management
Missouri
$282K +$242 +3 +0.1%
RC
512
Rovin Capital
Arizona
$282K -$11.1K -138 -4%
Daiwa Securities Group
513
Daiwa Securities Group
Japan
$274K – – –
Wealth Enhancement Advisory Services
514
Wealth Enhancement Advisory Services
Minnesota
$270K +$56.9K +705 +27%
CWM
515
Cornerstone Wealth Management
Missouri
$269K +$269K +3,334 New
FEM
516
Fulcrum Equity Management
Texas
$269K +$269K +3,332 New
LAM
517
LifePro Asset Management
California
$268K – – –
TNB
518
Thomasville National Bank
Georgia
$268K – – –
PA
519
Pinnacle Associates
New York
$268K -$91.1K -1,129 -25%
BFA
520
Beacon Financial Advisory
Ohio
$266K +$51.5K +639 +24%
SIC
521
Sterling Investment Counsel
New York
$266K +$266K +3,301 New
LC
522
Lavaca Capital
Texas
$264K +$264K +3,279 New
AWM
523
Accel Wealth Management
Iowa
$263K -$16.2K -201 -6%
AF
524
Allworth Financial
California
$262K -$6.7K -83 -2%
ATC
525
Adirondack Trust Company
New York
$260K – – –
19 20
21
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