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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
PWA
301
PCG Wealth Advisors
Kansas
-$875K -16,456 Closed
AGP
302
Autumn Glory Partners
Texas
-$774K -14,559 Closed
BAM
303
Belpointe Asset Management
Nevada
-$630K -11,845 Closed
BWM
304
BigSur Wealth Management
Florida
-$582K -10,950 Closed
HH
305
Hilltop Holdings
Texas
-$448K -8,421 Closed
TI
306
Trexquant Investment
Connecticut
-$443K -8,341 Closed
SPC
307
Sigma Planning Corp
Michigan
-$431K -8,100 Closed
Corient Private Wealth
308
Corient Private Wealth
Florida
-$361K -6,783 Closed
Mercer Global Advisors
309
Mercer Global Advisors
Colorado
-$335K -6,300 Closed
LAM
310
LifePro Asset Management
California
-$284K -5,701 Closed
WS
311
Wedbush Securities
California
-$289K -5,429 Closed
E
312
Ergoteles
New York
-$287K -5,397 Closed
PAG
313
Private Advisory Group
Washington
-$281K -5,294 Closed
FCH
314
Freestone Capital Holdings
Washington
-$269K -5,065 Closed
CFG
315
Cooper Financial Group
California
-$264K -4,962 Closed
PFS
316
Prospera Financial Services
Texas
-$252K -4,747 Closed
Creative Planning
317
Creative Planning
Kansas
-$246K -4,628 Closed
KW
318
KWB Wealth
California
-$229K -4,604 Closed
B
319
Bensler
Washington
-$227K -4,265 Closed
HCM
320
Hengehold Capital Management
Ohio
-$226K -4,242 Closed
SAM
321
Synergy Asset Management
Washington
-$216K -4,068 Closed
CIBC World Market
322
CIBC World Market
Ontario, Canada
-$215K -4,048 Closed
KWM
323
Kingsview Wealth Management
Oregon
-$214K -4,019 Closed
RFG
324
RFP Financial Group
Georgia
-$121K -2,267 Closed
WSC
325
Wellington Shields & Co
New York
-$106K -2,000 Closed

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.