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State Street Communication Services Select Sector SPDR ETF

743 hedge funds and large institutions have $11.4B invested in State Street Communication Services Select Sector SPDR ETF in 2023 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 304 increasing their positions, 245 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 245

20% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 69

0% more funds holding

Funds holding: 741743 (+2)

0% more funds holding in top 10

Funds holding in top 10: 3232 (0)

5% less capital invested

Capital invested by funds: $12B → $11.4B (-$559M)

5.57% less ownership

Funds ownership: 91.95%86.37% (-5.6%)

36% less call options, than puts

Call options by funds: $343M | Put options by funds: $539M

Holders
743
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
11.79%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
83
Increased
304
Reduced
245
Closed
69
Calls
$343M
Puts
$539M
Net Calls
-$195M
Net Calls Change
-$87.1M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
226
Venturi Wealth Management
Texas
$2.86M +$342K +5,129 +13%
Envestnet Portfolio Solutions
227
Envestnet Portfolio Solutions
Illinois
$2.84M +$2.89M +43,324 New
RJT
228
Raymond James Trust
Florida
$2.82M -$33.9K -508 -1%
ZIMP
229
Zimmermann Investment Management & Planning
Pennsylvania
$2.81M +$2.86M +42,841 New
FDCDDQ
230
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.8M -$96.8K -1,452 -3%
RCMU
231
Rokos Capital Management (UK)
United Kingdom
$2.78M +$1.73M +26,000 +163%
FF
232
Friedenthal Financial
New Jersey
$2.78M -$215K -3,222 -7%
JIR
233
James Investment Research
Ohio
$2.74M -$16.3K -245 -0.6%
UAS
234
United Asset Strategies
New York
$2.71M -$1.23M -18,504 -31%
SPL
235
Smart Portfolios LLC
Washington
$2.66M -$192K -2,874 -7%
GCMG
236
Gyroscope Capital Management Group
Florida
$2.64M +$30.3K +454 +1%
MYIA
237
Mount Yale Investment Advisors
Colorado
$2.63M +$33.2K +498 +1%
FSC
238
Full Sail Capital
Oklahoma
$2.59M -$6.8K -102 -0.3%
BCA
239
Bray Capital Advisors
Florida
$2.58M -$13.3K -200 -0.5%
PCA
240
Pallas Capital Advisors
Massachusetts
$2.48M +$436K +6,530 +20%
WT
241
Whittier Trust
California
$2.45M
WC
242
Waterloo Capital
Texas
$2.43M +$1.68M +25,205 +212%
GVAG
243
Great Valley Advisor Group
Delaware
$2.33M +$633K +9,488 +36%
PWAC
244
Private Wealth Advisors (California)
California
$2.32M -$66.5K -997 -3%
5SA
245
5th Street Advisors
Connecticut
$2.28M +$2.32M +34,717 New
SA
246
Scarborough Advisors
Maryland
$2.26M -$17.1K -256 -0.7%
MWM
247
Marion Wealth Management
Pennsylvania
$2.22M +$1.47K +22 +0.1%
Qube Research & Technologies (QRT)
248
Qube Research & Technologies (QRT)
United Kingdom
$2.22M +$2.26M +33,811 New
NCM
249
Novare Capital Management
North Carolina
$2.21M -$144K -2,159 -6%
TCOO
250
Trust Company of Oklahoma
Oklahoma
$2.2M -$2.6K -39 -0.1%

XLC Hedge Fund Activity: Q3 2023 in Review

743 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street Communication Services Select Sector SPDR ETF (XLC) for Q3 2023, worth a combined $11.4B — down 4.7% from $12B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new XLC positions and 69 closed out — a net gain of 14 holders — while 304 added to existing stakes and 245 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $107M. The largest seller was Barclays, cutting an estimated $958M.

  • 743 institutional investors held State Street Communication Services Select Sector SPDR ETF (XLC) as of Q3 2023, up from 741 in Q2 2023.
  • Funds reported $11.4B of State Street Communication Services Select Sector SPDR ETF stock for Q3 2023, down 4.7% quarter-over-quarter.
  • 83 funds opened new State Street Communication Services Select Sector SPDR ETF positions in Q3 2023 and 69 closed out, a net change of +14 holders.
  • The largest State Street Communication Services Select Sector SPDR ETF buyer in Q3 2023 was Bank of Montreal, an estimated $107M added.
  • The largest State Street Communication Services Select Sector SPDR ETF seller in Q3 2023 was Barclays, an estimated $958M sold.

Based on aggregated 13F filings for Q3 2023.