We are live on ! Find out more
XLB icon

State Street Materials Select Sector SPDR ETF

473 hedge funds and large institutions have $3.79B invested in State Street Materials Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 160 increasing their positions, 182 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 48

2% more funds holding

Funds holding: 462473 (+11)

11% less capital invested

Capital invested by funds: $4.28B → $3.79B (-$486M)

12% less repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 182

13.12% less ownership

Funds ownership: 172.25%159.14% (-13%)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

47% less call options, than puts

Call options by funds: $386M | Put options by funds: $725M

Holders
473
Holders Change
+11
Holders Change %
+2.38%
% of All Funds
10.84%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.34%
New
66
Increased
160
Reduced
182
Closed
48
Calls
$386M
Puts
$725M
Net Calls
-$339M
Net Calls Change
+$433M
Name Holding Trade Value Shares
Change
Change in
Stake
JG
201
Jefferies Group
New York
$963K +$205K +6,756 +25%
BSAM
202
Blue Sky Asset Management
Colorado
$953K -$338K -11,156 -25%
William Blair & Company
203
William Blair & Company
Illinois
$945K +$58K +1,912 +6%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$942K +$80.2K +2,646 +9%
BRWA
205
B. Riley Wealth Advisors
Florida
$940K +$412K +13,584 +70%
IIA
206
IPG Investment Advisors
California
$924K +$984K +32,452 New
WAM
207
Wolverine Asset Management
Illinois
$922K +$982K +32,400 New
EWM
208
Evercore Wealth Management
New York
$913K -$48.5K -1,600 -5%
Renaissance Technologies
209
Renaissance Technologies
New York
$911K -$2.36M -78,000 -71%
SB
210
Simmons Bank
Arkansas
$906K +$52.7K +1,738 +6%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$901K -$71.2K -2,350 -7%
CAN
212
Cetera Advisor Networks
California
$894K +$46.6K +1,536 +5%
SCA
213
Stillwater Capital Advisors
Pennsylvania
$891K +$22.7K +748 +2%
GEA
214
Glen Eagle Advisors
New Jersey
$865K +$60.8K +2,004 +7%
Creative Planning
215
Creative Planning
Kansas
$862K +$438K +14,458 +91%
BCFS
216
Butensky & Cohen Financial Security
Florida
$860K +$27.5K +906 +3%
CF
217
Centaurus Financial
California
$857K -$2.52M -83,146 -73%
CCMW
218
Cypress Capital Management (Wyoming)
Wyoming
$811K +$10.3K +340 +1%
D.E. Shaw & Co
219
D.E. Shaw & Co
New York
$808K
KC
220
KHP Capital
Oklahoma
$798K +$12K +396 +1%
FM
221
Forward Management
California
$792K -$1.62M -53,282 -66%
HIIFS
222
Harel Insurance Investments & Financial Services
Israel
$782K -$1.14M -37,732 -58%
LCM
223
Lee Capital Management
New York
$782K
VHAM
224
Van Hulzen Asset Management
California
$780K -$48.8K -1,610 -6%
AI
225
Atria Investments
North Carolina
$779K +$24.4K +804 +3%

XLB Hedge Fund Activity: Q1 2018 in Review

473 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Materials Select Sector SPDR ETF (XLB) for Q1 2018, worth a combined $3.79B — down 11% from $4.28B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new XLB positions and 48 closed out — a net gain of 18 holders — while 160 added to existing stakes and 182 trimmed.

The largest buyer was Bank of America, adding an estimated $221M. The largest seller was Citigroup, cutting an estimated $154M.

  • 473 institutional investors held State Street Materials Select Sector SPDR ETF (XLB) as of Q1 2018, up from 462 in Q4 2017.
  • Funds reported $3.79B of State Street Materials Select Sector SPDR ETF stock for Q1 2018, down 11% quarter-over-quarter.
  • 66 funds opened new State Street Materials Select Sector SPDR ETF positions in Q1 2018 and 48 closed out, a net change of +18 holders.
  • The largest State Street Materials Select Sector SPDR ETF buyer in Q1 2018 was Bank of America, an estimated $221M added.
  • The largest State Street Materials Select Sector SPDR ETF seller in Q1 2018 was Citigroup, an estimated $154M sold.

Based on aggregated 13F filings for Q1 2018.