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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
KFI
626
Key Financial Inc
Pennsylvania
$72.6K
BCMLT
627
Beacon Capital Management LLC (Tennessee)
Tennessee
$70.6K -$5.02K -124 -7%
HCM
628
Horrell Capital Management
Arkansas
$68K
HWA
629
Heritage Wealth Advisors
Virginia
$66.7K +$38.6K +954 +136%
HCM
630
Hollencrest Capital Management
California
$62.6K
MAWCM
631
Mine & Arao Wealth Creation & Management
California
$62.3K
HBW
632
Hazlett, Burt & Watson
West Virginia
$59K
MA
633
Montag & Associates
Georgia
$58.1K
EWA
634
EverSource Wealth Advisors
Alabama
$56.5K -$1.05K -26 -2%
SCA
635
Stonebridge Capital Advisors
Minnesota
$56.4K +$35.5K +878 +169%
PCM
636
Penserra Capital Management
California
$55K +$55.4K +1,368 New
PA
637
PSI Advisors
Florida
$54.4K -$2.83K -70 -5%
VC
638
Vestor Capital
Illinois
$49K
Bank Julius Baer & Co
639
Bank Julius Baer & Co
Switzerland
$48K -$50.9K -1,258 -51%
AIP
640
Ameritas Investment Partners
Nebraska
$47.1K +$81 +2 +0.2%
FNBOSM
641
First National Bank of South Miami
Florida
$45.3K
TCM
642
Tradewinds Capital Management
Washington
$41.6K -$19.7K -486 -32%
JAWM
643
J. Arnold Wealth Management
Ohio
$40.3K
OIA
644
Optimum Investment Advisors
Illinois
$40.3K
TIM
645
Thompson Investment Management
Wisconsin
$40.3K +$40.5K +1,000 New
SIC
646
Salem Investment Counselors
North Carolina
$40K
FMTCOCP
647
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K +$40.5K +1,000 New
HGERS
648
Householder Group Estate & Retirement Specialist
Arizona
$38K +$37.7K +930 New
GWANC
649
Guardian Wealth Advisors (North Carolina)
North Carolina
$36.5K +$81 +2 +0.2%
CA
650
Crewe Advisors
Utah
$34.7K

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.