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State Street Materials Select Sector SPDR ETF

437 hedge funds and large institutions have $2.38B invested in State Street Materials Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 92 funds opening new positions, 99 increasing their positions, 169 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

51% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 61

21% more capital invested

Capital invested by funds: $1.97B → $2.38B (+$410M)

7% more funds holding

Funds holding: 410437 (+27)

26% less call options, than puts

Call options by funds: $993M | Put options by funds: $1.35B

36.7% less ownership

Funds ownership: 159.62%122.92% (-37%)

41% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 169

Holders
437
Holders Change
+27
Holders Change %
+6.59%
% of All Funds
8.96%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
92
Increased
99
Reduced
169
Closed
61
Calls
$993M
Puts
$1.35B
Net Calls
-$355M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
151
First National Trust
Pennsylvania
$1.01M -$21.2K -806 -2%
RT
152
Rockland Trust
Massachusetts
$1M -$74.9K -2,846 -7%
SCM
153
SOL Capital Management
Maryland
$998K -$179K -6,800 -16%
BCM
154
Boltwood Capital Management
California
$998K +$10.5K +400 +1%
HF
155
HRT Financial
New York
$993K -$667K -25,358 -42%
WA
156
WBH Advisory
Maryland
$980K +$95.4K +3,624 +12%
ASN
157
Advisory Services Network
Georgia
$967K -$30.8K -1,172 -3%
AFM
158
Abbot Financial Management
Massachusetts
$959K -$21.1K -800 -2%
FLI
159
Family Legacy Inc
South Carolina
$950K -$21.7K -826 -2%
AC
160
Abbrea Capital
California
$926K -$155K -5,880 -15%
5L
161
55I LLC
Massachusetts
$925K +$536K +20,354 +163%
ZIG
162
Zurich Insurance Group
Switzerland
$917K -$388K -14,760 -27%
BRWA
163
B. Riley Wealth Advisors
Florida
$916K -$17K -646 -2%
Fidelity International
164
Fidelity International
Bermuda
$906K -$95.2K -3,618 -10%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$890K
BCM
166
Brookstone Capital Management
Illinois
$890K +$831K +31,584 New
KPW
167
Kore Private Wealth
New York
$871K -$184K -7,004 -18%
Bank of Montreal
168
Bank of Montreal
Ontario, Canada
$850K -$2.09M -79,374 -73%
CC
169
Callan Capital
California
$849K +$36.5K +1,388 +5%
Capital Fund Management (CFM)
170
Capital Fund Management (CFM)
France
$831K +$776K +29,492 New
BSB
171
Bangor Savings Bank
Maine
$809K -$1K -38 -0.1%
KF
172
Krilogy Financial
Missouri
$791K -$45.2K -1,716 -6%
RSWM
173
Robertson Stephens Wealth Management
California
$764K -$198K -7,538 -22%
Jane Street
174
Jane Street
New York
$749K -$8.78M -333,422 -93%
CTC
175
Central Trust Company
Missouri
$739K +$6.79K +258 +1%

XLB Hedge Fund Activity: Q2 2020 in Review

437 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q2 2020, worth a combined $2.38B — up 21% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new XLB positions and 61 closed out — a net gain of 31 holders — while 99 added to existing stakes and 169 trimmed.

The largest buyer was Prudential plc, adding an estimated $149M. The largest seller was Bank of America, cutting an estimated $132M.

  • 437 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q2 2020, up from 410 in Q1 2020.
  • Funds reported $2.38B of State Street Materials Select Sector SPDR ETF stock for Q2 2020, up 21% quarter-over-quarter.
  • 92 funds opened new State Street Materials Select Sector SPDR ETF positions in Q2 2020 and 61 closed out, a net change of +31 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q2 2020 was Prudential plc, an estimated $149M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q2 2020 was Bank of America, an estimated $132M sold.

Based on aggregated 13F filings for Q2 2020.