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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
MWM
551
Massachusetts Wealth Management
Massachusetts
$220K -$36.4K -900 -14%
HFW
552
Horizon Family Wealth
Illinois
$220K +$2.1K +52 +1%
JIC
553
Johnson Investment Counsel
Ohio
$218K -$51K -1,260 -19%
BWM
554
Birchcreek Wealth Management
Ohio
$217K -$49.3K -1,218 -18%
SF
555
Synovus Financial
Georgia
$215K -$272K -6,716 -56%
WHCI
556
W.H. Cornerstone Investments
Massachusetts
$215K -$58.5K -1,444 -21%
FNBT
557
FineMark National Bank & Trust
Florida
$215K -$19.8K -490 -8%
KFS
558
Kaizen Financial Strategies
California
$214K -$20.1K -496 -9%
BWM
559
BerganKDV Wealth Management
Minnesota
$213K -$6.72K -166 -3%
BCA
560
Bay Colony Advisors
Massachusetts
$213K -$33.8K -834 -13%
KA
561
Kovack Advisors
Florida
$212K
SG
562
Stonnington Group
California
$210K
SAM
563
Secure Asset Management
Michigan
$209K +$210K +5,186 New
OC
564
Oakworth Capital
Alabama
$209K
TA
565
Tactive Advisors
Florida
$209K +$210K +5,176 New
PB
566
Pinnacle Bancorp
Nebraska
$208K -$24.3K -600 -10%
PG
567
Patten Group
Tennessee
$207K -$6.88K -170 -3%
MCCA
568
Mill Creek Capital Advisors
Pennsylvania
$207K +$208K +5,130 New
MA
569
MKT Advisors
California
$206K -$27.1K -670 -11%
MIC
570
Means Investment Company
Maine
$206K +$207K +5,110 New
DA
571
DCM Advisors
New York
$205K +$206K +5,088 New
NCM
572
NCM Capital Management
New Jersey
$205K +$206K +5,080 New
IWA
573
Inspirion Wealth Advisors
Illinois
$205K -$11.1K -274 -5%
BSG
574
Black Swift Group
Colorado
$202K +$202K +5,000 New
MIA
575
MMBG Investment Advisors
Florida
$202K +$202K +5,000 New

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.