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State Street SPDR S&P Metals & Mining ETF

277 hedge funds and large institutions have $1.68B invested in State Street SPDR S&P Metals & Mining ETF in 2023 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 72 increasing their positions, 103 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

8.6% more ownership

Funds ownership: 84.45%93.05% (+8.6%)

5% less funds holding

Funds holding: 291277 (-14)

11% less capital invested

Capital invested by funds: $1.9B → $1.68B (-$216M)

25% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 56

26% less call options, than puts

Call options by funds: $111M | Put options by funds: $149M

30% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 103

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
277
Holders Change
-14
Holders Change %
-4.81%
% of All Funds
4.35%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
42
Increased
72
Reduced
103
Closed
56
Calls
$111M
Puts
$149M
Net Calls
-$38.2M
Net Calls Change
+$218M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
251
O'Shaughnessy Asset Management
Connecticut
$6.96K +$6.73K +137 New
MPCG
252
Matrix Private Capital Group
New York
$6.86K -$72.6K -1,478 -92%
ASBI
253
American State Bank (Iowa)
Iowa
$6.61K
TWM
254
Tradition Wealth Management
Minnesota
$6K -$9.82K -200 -64%
ADL
255
Asset Dedication LLC
California
$6K
BSB
256
Bangor Savings Bank
Maine
$5.08K
NSIM
257
North Star Investment Management
Illinois
$5.08K
MFA
258
McClarren Financial Advisors
Pennsylvania
$5K
RG
259
Retirement Group
California
$4.32K
IRC
260
Investors Research Corp
Georgia
$4.27K
AWM
261
Avior Wealth Management
Nebraska
$4.07K
CWC
262
Carolinas Wealth Consulting
North Carolina
$3.82K +$3.68K +75 New
CAM
263
Chesapeake Asset Management
New York
$3.35K
EWM
264
Endurance Wealth Management
Rhode Island
$3K
CIAS
265
Capital Investment Advisory Services
North Carolina
$3K
GWSG
266
GPS Wealth Strategies Group
Colorado
$2.85K
FWP
267
FAS Wealth Partners
Kansas
$2.85K +$2.75K +56 New
LWANC
268
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.54K
BCMLT
269
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.08K +$2.01K +41 New
NC
270
NewSquare Capital
Pennsylvania
$2.03K
HI
271
Horizon Investments
North Carolina
$1.02K -$442 -9 -31%
TFA
272
Transamerica Financial Advisors
Florida
$1K +$49 +1 New
IHWM
273
Iron Horse Wealth Management
Iowa
$864
WP
274
WealthPLAN Partners
Nebraska
$864
GI
275
Gradient Investments
Minnesota
$206

XME Hedge Fund Activity: Q2 2023 in Review

277 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q2 2023, worth a combined $1.68B — down 11% from $1.9B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of XME and 42 opened new positions — a net loss of 14 holders — while 103 trimmed existing stakes and 72 added.

The largest buyer was Citigroup, adding an estimated $45.4M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $89.8M sold.

  • 277 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q2 2023, down from 291 in Q1 2023.
  • Funds reported $1.68B of State Street SPDR S&P Metals & Mining ETF stock for Q2 2023, down 11% quarter-over-quarter.
  • 42 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q2 2023 and 56 closed out, a net change of -14 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q2 2023 was Citigroup, an estimated $45.4M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q2 2023 was Migdal Insurance & Financial Holdings, an estimated $89.8M sold.

Based on aggregated 13F filings for Q2 2023.