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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
BHWM
101
Bar Harbor Wealth Management
New Hampshire
$5.76M +$1.42M +33,052 +36%
MS
102
Maven Securities
Jersey
$5.63M +$2.26M +52,472 +76%
CWM
103
CMH Wealth Management
New Hampshire
$5.62M -$196K -4,568 -4%
CS
104
Credit Suisse
Switzerland
$5.6M +$562K +13,058 +12%
FWCM
105
Ferguson Wellman Capital Management
Oregon
$5.57M -$183K -4,264 -3%
AF
106
Alerus Financial
North Dakota
$5.56M +$46.9K +1,090 +0.9%
FFG
107
Fortem Financial Group
California
$5.53M +$141K +3,268 +3%
MC
108
Martin & Co
Tennessee
$5.47M -$161K -3,752 -3%
CANY
109
Caxton Associates (New York)
New York
$5.38M +$4.98M +115,860 New
CIP
110
Capital Insight Partners
Arizona
$5.38M +$196K +4,568 +4%
PAG
111
Private Advisor Group
New Jersey
$5.15M -$6.07M -141,204 -56%
Cerity Partners
112
Cerity Partners
New York
$5.09M +$209K +4,850 +5%
IWP
113
Innova Wealth Partners
Pennsylvania
$5.07M +$46.7K +1,086 +1%
PAS
114
Park Avenue Securities
New York
$4.95M +$179K +4,156 +4%
GS
115
GTS Securities
New York
$4.92M -$4.56M -105,916 -50%
LF
116
LifePlan Financial
Minnesota
$4.88M +$224K +5,220 +5%
TC
117
Trilogy Capital
California
$4.84M -$3.14M -73,074 -41%
Millennium Management
118
Millennium Management
New York
$4.61M -$23.8M -552,886 -85%
AIC
119
Ayalon Insurance Company
Israel
$4.6M +$169K +3,926 +4%
HSBC Holdings
120
HSBC Holdings
United Kingdom
$4.48M -$328K -7,630 -7%
NYLIM
121
New York Life Investment Management
New York
$4.42M -$7.78M -180,978 -66%
BCM
122
Beaumont Capital Management
Massachusetts
$4.3M -$521K -12,104 -12%
AWM
123
AE Wealth Management
Kansas
$4.18M -$2.95M -68,506 -43%
Bank of Nova Scotia
124
Bank of Nova Scotia
Ontario, Canada
$4.15M +$3.85M +89,440 New
GVAG
125
Great Valley Advisor Group
Delaware
$4.1M -$95.9K -2,230 -2%

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.