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State Street Materials Select Sector SPDR ETF

794 hedge funds and large institutions have $4.78B invested in State Street Materials Select Sector SPDR ETF in 2024 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 235 increasing their positions, 312 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 1015 (+5)

14% more capital invested

Capital invested by funds: $4.2B → $4.78B (+$579M)

10% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 89

0% less funds holding

Funds holding: 797794 (-3)

2.05% less ownership

Funds ownership: 165.91%163.86% (-2.1%)

25% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 312

35% less call options, than puts

Call options by funds: $2.61B | Put options by funds: $3.99B

Holders
794
Holders Change
-3
Holders Change %
-0.38%
% of All Funds
11.44%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.22%
New
98
Increased
235
Reduced
312
Closed
89
Calls
$2.61B
Puts
$3.99B
Net Calls
-$1.38B
Net Calls Change
-$379M
Name Holding Trade Value Shares
Change
Change in
Stake
OCPWS
576
One Charles Private Wealth Services
Massachusetts
$234K +$8.17K +190 +4%
MIA
577
MMBG Investment Advisors
Florida
$232K
CWM
578
Cornerstone Wealth Management
Missouri
$232K +$86 +2 +0%
PI
579
PFG Investments
New York
$231K +$214K +4,978 New
DLHL
580
Donald L. Hagan LLC
Florida
$229K -$238K -5,528 -53%
SWP
581
Strategic Wealth Partners
Ohio
$226K +$209K +4,866 New
GHAM
582
Gilman Hill Asset Management
Connecticut
$223K
WWM
583
Waterway Wealth Management
Texas
$223K +$206K +4,800 New
WFA
584
Wade Financial Advisory
California
$222K +$205K +4,774 New
RJT
585
Raymond James Trust
Florida
$219K +$202K +4,706 New
XT
586
XTX Topco
Cayman Islands
$219K +$202K +4,706 New
LNB
587
Ledyard National Bank
$217K -$4.3K -100 -2%
VA
588
Valmark Advisers
Ohio
$215K +$199K +4,634 New
NCM
589
NCM Capital Management
New Jersey
$215K -$2.15K -50 -1%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$214K +$198K +4,610 New
KFGK
591
Keystone Financial Group (Kentucky)
Kentucky
$213K +$197K +4,590 New
FNBT
592
FineMark National Bank & Trust
Florida
$213K +$197K +4,582 New
SFG
593
Summit Financial Group
West Virginia
$213K -$43.2K -1,004 -18%
AEPWM
594
Atlantic Edge Private Wealth Management
Florida
$211K -$6.45K -150 -3%
KLCM
595
KG&L Capital Management
Louisiana
$210K +$194K +4,512 New
SF
596
Summit Financial
New Jersey
$207K +$192K +4,462 New
WHCI
597
W.H. Cornerstone Investments
Massachusetts
$207K +$191K +4,452 New
LW
598
Linscomb Wealth
Texas
$207K -$11.9K -276 -6%
MA
599
MKT Advisors
California
$207K +$194K +4,512 New
FCH
600
Freestone Capital Holdings
Washington
$206K +$191K +4,436 New

XLB Hedge Fund Activity: Q1 2024 in Review

794 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2024, worth a combined $4.78B — up 14% from $4.2B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new XLB positions and 89 closed out — a net gain of 9 holders — while 235 added to existing stakes and 312 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $249M. The largest seller was Morgan Stanley, cutting an estimated $259M.

  • 794 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2024, down from 797 in Q4 2023.
  • Funds reported $4.78B of State Street Materials Select Sector SPDR ETF stock for Q1 2024, up 14% quarter-over-quarter.
  • 98 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2024 and 89 closed out, a net change of +9 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2024 was Goldman Sachs, an estimated $249M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2024 was Morgan Stanley, an estimated $259M sold.

Based on aggregated 13F filings for Q1 2024.