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State Street Materials Select Sector SPDR ETF

752 hedge funds and large institutions have $4.23B invested in State Street Materials Select Sector SPDR ETF in 2023 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 233 increasing their positions, 279 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 88

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 749752 (+3)

9.69% less ownership

Funds ownership: 164.61%154.93% (-9.7%)

11% less capital invested

Capital invested by funds: $4.73B → $4.23B (-$506M)

16% less repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 279

20% less call options, than puts

Call options by funds: $3.04B | Put options by funds: $3.79B

Holders
752
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
11.98%
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
233
Reduced
279
Closed
88
Calls
$3.04B
Puts
$3.79B
Net Calls
-$746M
Net Calls Change
+$798M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
526
Allworth Financial
California
$262K -$6.72K -166 -2%
ATC
527
Adirondack Trust Company
New York
$260K
AUB
528
Atlantic Union Bankshares
Virginia
$255K
FANJ
529
Financial Architects (New Jersey)
New Jersey
$254K
CFD
530
Creative Financial Designs
Indiana
$253K +$135K +3,334 +114%
BCI
531
Brinker Capital Investments
Pennsylvania
$252K +$253K +6,240 New
OPS
532
Orion Portfolio Solutions
Nebraska
$252K +$253K +6,240 New
PAMS
533
Pictet Asset Management (Switzerland)
Switzerland
$251K
CB
534
Centennial Bank
Arkansas
$250K
JWA
535
JFS Wealth Advisors
Pennsylvania
$247K +$1.46K +36 +0.6%
TFA
536
Transamerica Financial Advisors
Florida
$246K -$2.19K -54 -0.9%
FUBT
537
First United Bank & Trust
Maryland
$245K -$6.88K -170 -3%
VIA
538
Vickerman Investment Advisors
Washington
$243K -$810 -20 -0.3%
TPCW
539
TD Private Client Wealth
New York
$242K -$74.3K -1,834 -23%
WSCM
540
Wellington Shields Capital Management
New York
$242K
RWB
541
RMR Wealth Builders
New Jersey
$242K +$243K +5,992 New
GWSG
542
GPS Wealth Strategies Group
Colorado
$238K +$239K +5,908 New
HWM
543
HB Wealth Management
Georgia
$238K -$19.8K -488 -8%
VFA
544
Valeo Financial Advisors
Indiana
$238K +$239K +5,900 New
CCM
545
Condor Capital Management
New Jersey
$237K -$13.1K -324 -5%
EAM
546
Evanson Asset Management
California
$236K
SF
547
Safeguard Financial
Wisconsin
$227K +$227K +5,616 New
DADC
548
D.A. Davidson & Co
Montana
$225K +$14.5K +358 +7%
IA
549
IFP Advisors
Florida
$223K -$340K -8,396 -40%
PT
550
Plimoth Trust
Massachusetts
$222K -$10.9K -268 -5%

XLB Hedge Fund Activity: Q1 2023 in Review

752 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2023, worth a combined $4.23B — down 11% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new XLB positions and 88 closed out — a net gain of 19 holders — while 233 added to existing stakes and 279 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $194M. The largest seller was Bank of America, cutting an estimated $295M.

  • 752 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2023, up from 749 in Q4 2022.
  • Funds reported $4.23B of State Street Materials Select Sector SPDR ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 107 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2023 and 88 closed out, a net change of +19 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2023 was Morgan Stanley, an estimated $194M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2023 was Bank of America, an estimated $295M sold.

Based on aggregated 13F filings for Q1 2023.