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State Street SPDR S&P Metals & Mining ETF

266 hedge funds and large institutions have $1.41B invested in State Street SPDR S&P Metals & Mining ETF in 2023 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

9% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 94

4% less funds holding

Funds holding: 277266 (-11)

11.8% less ownership

Funds ownership: 93.05%81.25% (-12%)

16% less capital invested

Capital invested by funds: $1.68B → $1.41B (-$270M)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

35% less call options, than puts

Call options by funds: $198M | Put options by funds: $307M

Holders
266
Holders Change
-11
Holders Change %
-3.97%
% of All Funds
4.22%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
36
Increased
86
Reduced
94
Closed
43
Calls
$198M
Puts
$307M
Net Calls
-$108M
Net Calls Change
-$70.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$22K
EWM
227
Evermay Wealth Management
Virginia
$21K
PTC
228
Private Trust Company
Ohio
$21K
SS
229
Sunbelt Securities
Texas
$21K
ACA
230
Aptus Capital Advisors
Alabama
$18.4K
CSPIA
231
Cary Street Partners Investment Advisory
Virginia
$17.1K
LFA
232
Level Financial Advisors
New York
$15.3K
Deutsche Bank
233
Deutsche Bank
Germany
$15.1K
Franklin Resources
234
Franklin Resources
California
$14.4K -$4.4K -85 -24%
BCM
235
Bourgeon Capital Management
Connecticut
$11.9K
SIC
236
Salem Investment Counselors
North Carolina
$11.1K
NS
237
NBC Securities
Alabama
$10K +$10K +193 New
WT
238
Washington Trust
Rhode Island
$8.4K
PVH
239
Psagot Value Holdings
Israel
$8K
WTC
240
WhitTier Trust Company
Nevada
$7.09K -$25.9K -500 -79%
ASBI
241
American State Bank (Iowa)
Iowa
$6.83K
ADL
242
Asset Dedication LLC
California
$6K
TWM
243
Tradition Wealth Management
Minnesota
$6K +$52 +1 +0.9%
BBHC
244
Brown Brothers Harriman & Co
New York
$5.67K +$5.6K +108 New
JWM
245
Janiczek Wealth Management
Colorado
$5.67K +$5.6K +108 New
BSB
246
Bangor Savings Bank
Maine
$5.25K
NSIM
247
North Star Investment Management
Illinois
$5.25K
IRC
248
Investors Research Corp
Georgia
$4.41K
AWM
249
Avior Wealth Management
Nebraska
$4.2K
RDFA
250
Ritter Daniher Financial Advisory
Ohio
$3.94K +$3.89K +75 New

XME Hedge Fund Activity: Q3 2023 in Review

266 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q3 2023, worth a combined $1.41B — down 16% from $1.68B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of XME and 36 opened new positions — a net loss of 7 holders — while 94 trimmed existing stakes and 86 added.

The largest buyer was Balyasny Asset Management, opening a new position worth an estimated $46M. The largest seller was Bank of America, cutting an estimated $129M.

  • 266 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q3 2023, down from 277 in Q2 2023.
  • Funds reported $1.41B of State Street SPDR S&P Metals & Mining ETF stock for Q3 2023, down 16% quarter-over-quarter.
  • 36 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q3 2023 and 43 closed out, a net change of -7 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q3 2023 was Balyasny Asset Management, an estimated $46M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q3 2023 was Bank of America, an estimated $129M sold.

Based on aggregated 13F filings for Q3 2023.