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State Street Materials Select Sector SPDR ETF

634 hedge funds and large institutions have $4.13B invested in State Street Materials Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 181 funds opening new positions, 224 increasing their positions, 148 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

311% more first-time investments, than exits

New positions opened: 181 | Existing positions closed: 44

67% more funds holding in top 10

Funds holding in top 10: 1220 (+8)

51% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 148

24% more funds holding

Funds holding: 511634 (+123)

22% more capital invested

Capital invested by funds: $3.38B → $4.13B (+$750M)

15.11% less ownership

Funds ownership: 171.94%156.83% (-15%)

35% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.72B

Holders
634
Holders Change
+123
Holders Change %
+24.07%
% of All Funds
11.22%
Holding in Top 10
20
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+66.67%
% of All Funds
0.35%
New
181
Increased
224
Reduced
148
Closed
44
Calls
$1.12B
Puts
$1.72B
Net Calls
-$598M
Net Calls Change
-$261M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
526
BigSur Wealth Management
Florida
$62K
FFA
527
Founders Financial Alliance
North Carolina
$60K +$29K +846 +105%
MAWCM
528
Mine & Arao Wealth Creation & Management
California
$56K
BW
529
Bison Wealth
Georgia
$55K +$68 +2 +0.1%
CFA
530
Carroll Financial Associates
North Carolina
$53K -$74.9K -2,188 -60%
PG
531
Proffitt & Goodson
Tennessee
$52K
JSAM
532
J. Safra Asset Management
New York
$52K +$49K +1,432 New
MIFH
533
Migdal Insurance & Financial Holdings
Israel
$51K
WTC
534
WhitTier Trust Company
Nevada
$49K
SIS
535
SVB Investment Services
Utah
$49K +$20.9K +610 +81%
EFSCE
536
Enterprise Financial Services Corp (EFSC)
Missouri
$48K +$45.5K +1,328 New
PGAM
537
Princeton Global Asset Management
New Jersey
$47K +$44.6K +1,302 New
QT
538
Quantbot Technologies
New York
$46K +$12.3K +358 +39%
LWP
539
Lumature Wealth Partners
Georgia
$46K +$43.9K +1,282 New
BWM
540
Birchcreek Wealth Management
Ohio
$45K +$42.7K +1,248 New
VC
541
Vestor Capital
Illinois
$44K +$41.8K +1,220 New
BAMG
542
Brand Asset Management Group
Missouri
$43K
GWM
543
Geneos Wealth Management
Colorado
$42K -$1.92K -56 -5%
WT
544
Washington Trust
Rhode Island
$42K +$17.8K +520 +83%
CTFG
545
Capstone Triton Financial Group
Oklahoma
$36K +$34.2K +1,000 New
CFD
546
Creative Financial Designs
Indiana
$36K +$34.2K +1,000 New
GC
547
Grace Capital
Massachusetts
$36K +$34.2K +1,000 New
RE
548
RBC Europe
United Kingdom
$35.8K
JAWM
549
J. Arnold Wealth Management
Ohio
$33K +$205 +6 +0.7%
AIP
550
Ameritas Investment Partners
Nebraska
$32K

XLB Hedge Fund Activity: Q4 2020 in Review

634 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q4 2020, worth a combined $4.13B — up 22% from $3.38B a quarter earlier.

Buyers outnumbered sellers: 181 funds opened new XLB positions and 44 closed out — a net gain of 137 holders — while 224 added to existing stakes and 148 trimmed.

The largest buyer was Temasek Holdings, opening a new position worth an estimated $108M. The largest seller was Barclays, cutting an estimated $306M.

  • 634 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q4 2020, up from 511 in Q3 2020.
  • Funds reported $4.13B of State Street Materials Select Sector SPDR ETF stock for Q4 2020, up 22% quarter-over-quarter.
  • 181 funds opened new State Street Materials Select Sector SPDR ETF positions in Q4 2020 and 44 closed out, a net change of +137 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q4 2020 was Temasek Holdings, an estimated $108M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q4 2020 was Barclays, an estimated $306M sold.

Based on aggregated 13F filings for Q4 2020.