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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
Commonwealth Equity Services
701
Commonwealth Equity Services
Massachusetts
$10.9K +$1.74M +43,050 +19%
PFA
702
Pathway Financial Advisers
Indiana
$10.7K
OSAM
703
O'Shaughnessy Asset Management
Connecticut
$9.2K
TRCT
704
Tower Research Capital (TRC)
New York
$9K -$650K -16,054 -99%
POIA
705
Pin Oak Investment Advisors
Texas
$9K
SFC
706
SYM Financial Corp
Indiana
$8.95K
WB
707
Webster Bank
Connecticut
$8.07K
MSFP
708
Mark Sheptoff Financial Planning
Connecticut
$7.26K
CHC
709
City Holding Co
West Virginia
$7.26K
BBPWM
710
Blue Bell Private Wealth Management
Pennsylvania
$6.45K
DIP
711
DT Investment Partners
Pennsylvania
$6.36K +$810 +20 +14%
HS
712
Horan Securities
United States
$6.26K
CFFP
713
Center for Financial Planning
Michigan
$6.21K +$6.24K +154 New
WWP
714
WR Wealth Planners
Missouri
$6.05K +$4.13K +102 +213%
Ensign Peak Advisors
715
Ensign Peak Advisors
Utah
$5.97K -$567 -14 -9%
WA
716
WestEnd Advisors
North Carolina
$5.97K
LF
717
Lee Financial
Texas
$5.65K +$5.67K +140 New
LC
718
Lindbrook Capital
California
$5.24K +$4.37K +108 +491%
CWP
719
Concord Wealth Partners
Virginia
$5K -$9.8K -242 -66%
CMP
720
Coston McIsaac & Partners
Maine
$5K
National Bank of Canada
721
National Bank of Canada
Quebec, Canada
$5K -$24.3M -600,080 -100%
VCM
722
Viewpoint Capital Management
Washington
$4.84K
BAM
723
Bellevue Asset Management
Washington
$4.76K
PP
724
Pacifica Partners
Canada
$4.76K
TWA
725
TCI Wealth Advisors
Arizona
$4.6K

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.