We are live on ! Find out more
XLB icon

State Street Materials Select Sector SPDR ETF

798 hedge funds and large institutions have $5.29B invested in State Street Materials Select Sector SPDR ETF in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 244 increasing their positions, 319 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

19% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 64

8.8% more ownership

Funds ownership: 181.47%190.27% (+8.8%)

8% more capital invested

Capital invested by funds: $4.9B → $5.29B (+$386M)

0% more funds holding

Funds holding: 795798 (+3)

18% less call options, than puts

Call options by funds: $3.5B | Put options by funds: $4.3B

24% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 319

Holders
798
Holders Change
+3
Holders Change %
+0.38%
% of All Funds
11.46%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.13%
New
76
Increased
244
Reduced
319
Closed
64
Calls
$3.5B
Puts
$4.3B
Net Calls
-$791M
Net Calls Change
+$565M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
126
Axxcess Wealth Management
California
$4.74M -$51K -1,118 -1%
HHRDM
127
H&H Retirement Design & Management
Nevada
$4.71M +$201K +4,402 +5%
JSAM
128
J. Safra Asset Management
New York
$4.67M +$264K +5,784 +6%
BPA
129
Beacon Pointe Advisors
California
$4.41M +$133K +2,916 +3%
KF
130
Krilogy Financial
Missouri
$4.4M +$598K +13,120 +17%
GVAG
131
Great Valley Advisor Group
Delaware
$4.33M +$35.4K +776 +0.9%
ZIMP
132
Zimmermann Investment Management & Planning
Pennsylvania
$4.26M +$4.03M +88,338 New
GAB
133
German American Bancorp
Indiana
$4.23M +$304K +6,656 +8%
AI
134
Atom Investors
Texas
$4.19M +$1.6M +35,108 +68%
Fidelity Investments
135
Fidelity Investments
Massachusetts
$4.12M +$77.2K +1,692 +2%
CF
136
Centaurus Financial
California
$4.11M +$19.4K +426 +0.5%
TS
137
Tamar Securities
California
$4.06M +$99.1K +2,172 +3%
CCT
138
Chemung Canal Trust
New York
$4.03M -$635K -13,926 -14%
CFC
139
Client First Capital
California
$4.01M -$1.16M -25,532 -23%
CI
140
CX Institutional
Indiana
$3.98M +$1.96M +42,878 +108%
Cerity Partners
141
Cerity Partners
New York
$3.96M -$1.03M -22,536 -22%
NB
142
NBT Bank
New York
$3.96M -$21.9K -480 -0.6%
Pathstone Holdings
143
Pathstone Holdings
New Jersey
$3.76M +$7.11K +156 +0.2%
CH
144
Canton Hathaway
Rhode Island
$3.56M +$33.8K +742 +1%
BEI
145
Benjamin Edwards Inc
Missouri
$3.52M +$3.33M +73,102 New
OPPS
146
Obsidian Personal Planning Solutions
Maryland
$3.42M +$303K +6,644 +10%
SW
147
SteelPeak Wealth
California
$3.37M +$306K +6,714 +11%
Creative Planning
148
Creative Planning
Kansas
$3.28M -$21.9K -480 -0.7%
TFA
149
Toth Financial Advisory
Virginia
$3.24M +$105K +2,300 +4%
HIM
150
Harbour Investment Management
Washington
$3.23M -$58.4K -1,280 -2%

XLB Hedge Fund Activity: Q3 2024 in Review

798 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q3 2024, worth a combined $5.29B — up 7.9% from $4.9B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new XLB positions and 64 closed out — a net gain of 12 holders — while 244 added to existing stakes and 319 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $61.6M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $112M.

  • 798 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q3 2024, up from 795 in Q2 2024.
  • Funds reported $5.29B of State Street Materials Select Sector SPDR ETF stock for Q3 2024, up 7.9% quarter-over-quarter.
  • 76 funds opened new State Street Materials Select Sector SPDR ETF positions in Q3 2024 and 64 closed out, a net change of +12 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q3 2024 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $61.6M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q3 2024 was BNP Paribas Financial Markets, an estimated $112M sold.

Based on aggregated 13F filings for Q3 2024.