We are live on ! Find out more
XLB icon

State Street Materials Select Sector SPDR ETF

458 hedge funds and large institutions have $3.18B invested in State Street Materials Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 115 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

11.93% more ownership

Funds ownership: 170.88%182.81% (+12%)

3% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 76

1% less funds holding

Funds holding: 462458 (-4)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

19% less capital invested

Capital invested by funds: $3.95B → $3.18B (-$766M)

32% less call options, than puts

Call options by funds: $737M | Put options by funds: $1.09B

40% less repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 193

Holders
458
Holders Change
-4
Holders Change %
-0.87%
% of All Funds
10.2%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.16%
New
78
Increased
115
Reduced
193
Closed
76
Calls
$737M
Puts
$1.09B
Net Calls
-$350M
Net Calls Change
-$341M
Name Holding Trade Value Shares
Change
Change in
Stake
LJAC
176
L.J. Altfest & Co
New York
$827K +$873K +32,726 New
FIM
177
Freedom Investment Management
Connecticut
$825K -$257K -9,626 -23%
CWM
178
Capital Wealth Management
Rhode Island
$824K -$51.4K -1,928 -6%
TPSF
179
Texas Permanent School Fund
Texas
$819K +$298K +11,160 +53%
RCG
180
Rock Creek Group
District of Columbia
$810K +$86.5K +3,244 +11%
EWM
181
Evercore Wealth Management
New York
$806K -$1.17K -44 -0.1%
CB
182
Commerce Bank
Missouri
$794K -$460K -17,234 -35%
BSB
183
Bangor Savings Bank
Maine
$794K -$159K -5,944 -16%
AF
184
Arrow Financial
New York
$794K +$41.9K +1,572 +5%
AIC
185
Ameritas Investment Company
Nebraska
$791K +$835K +31,328 New
RCA
186
Rowland Carmichael Advisors
Arizona
$790K +$834K +31,284 New
Marshall Wace
187
Marshall Wace
United Kingdom
$786K -$1.62M -60,648 -66%
MPPLM
188
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$783K +$826K +30,992 New
FLI
189
Family Legacy Inc
South Carolina
$767K +$43.1K +1,616 +6%
BRWA
190
B. Riley Wealth Advisors
Florida
$765K -$128K -4,816 -14%
CCM
191
Chilton Capital Management
Texas
$758K -$154K -5,784 -16%
ACS
192
Archford Capital Strategies
Illinois
$756K -$118K -4,426 -13%
OIM
193
Orca Investment Management
Oregon
$755K -$63.7K -2,388 -7%
PPA
194
Parametric Portfolio Associates
Washington
$752K -$202K -7,564 -20%
MCM
195
MV Capital Management
Maryland
$747K +$694K +26,028 +732%
SFP
196
Shepherd Financial Partners
Massachusetts
$734K -$404K -15,162 -34%
BA
197
Ballew Advisors
Mississippi
$732K -$537K -20,154 -42%
BSW
198
Buckingham Strategic Wealth
Missouri
$689K
ZIG
199
Zurich Insurance Group
Switzerland
$680K +$718K +26,930 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$667K +$616K +23,112 +698%

XLB Hedge Fund Activity: Q4 2018 in Review

458 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q4 2018, worth a combined $3.18B — down 19% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new XLB positions and 76 closed out — a net gain of 2 holders — while 115 added to existing stakes and 193 trimmed.

The largest buyer was Prudential plc, opening a new position worth an estimated $208M. The largest seller was Morgan Stanley, cutting an estimated $141M.

  • 458 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q4 2018, down from 462 in Q3 2018.
  • Funds reported $3.18B of State Street Materials Select Sector SPDR ETF stock for Q4 2018, down 19% quarter-over-quarter.
  • 78 funds opened new State Street Materials Select Sector SPDR ETF positions in Q4 2018 and 76 closed out, a net change of +2 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q4 2018 was Prudential plc, an estimated $208M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q4 2018 was Morgan Stanley, an estimated $141M sold.

Based on aggregated 13F filings for Q4 2018.