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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
MIFH
651
Migdal Insurance & Financial Holdings
Israel
$34K
WP
652
WealthPLAN Partners
Nebraska
$32.5K +$32.6K +804 New
KTC
653
Kistler-Tiffany Companies
Pennsylvania
$32.3K
BAM
654
Byrne Asset Management
New Jersey
$32K +$405 +10 +1%
JGCM
655
Joseph Group Capital Management
Ohio
$31.9K
FFA
656
Founders Financial Alliance
North Carolina
$30.5K
LWA
657
Lowe Wealth Advisors
Maryland
$29.7K
WT
658
Washington Trust
Rhode Island
$29.6K -$21.1K -520 -41%
WIM
659
Westside Investment Management
California
$28.2K
RWPA
660
Richard W. Paul & Associates
Michigan
$28.1K +$7.29K +180 +35%
AIM
661
Anchor Investment Management
South Carolina
$25.4K
AIA
662
Armor Investment Advisors
North Carolina
$25.2K
PMFA
663
Plante Moran Financial Advisors
Michigan
$25.2K +$6.32K +156 +33%
HDIM
664
Hanson & Doremus Investment Management
Vermont
$25K
JIR
665
James Investment Research
Ohio
$25K
TFM
666
TFC Financial Management
Massachusetts
$24.5K +$81 +2 +0.3%
OHWP
667
Oak Harbor Wealth Partners
North Carolina
$24.2K
GWSA
668
Global Wealth Strategies & Associates
Colorado
$24.1K -$6.32K -156 -21%
HFS
669
Hantz Financial Services
Michigan
$24K
Amundi
670
Amundi
France
$23.9K +$24.3K +600 New
CNBTD
671
Citizens National Bank Trust Department
Mississippi
$22.9K
FGAM
672
Financial Gravity Asset Management
Texas
$22.9K +$2.43K +60 +38%
LB
673
Legacy Bridge
Iowa
$22.6K
RCM
674
Raleigh Capital Management
North Carolina
$21.9K +$5.51K +136 +33%
CIAS
675
Capital Investment Advisory Services
North Carolina
$21.2K -$90.8K -2,242 -81%

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.