We are live on ! Find out more
XME icon

State Street SPDR S&P Metals & Mining ETF

291 hedge funds and large institutions have $1.9B invested in State Street SPDR S&P Metals & Mining ETF in 2023 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 86 increasing their positions, 92 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 45

8% more capital invested

Capital invested by funds: $1.75B → $1.9B (+$148M)

3% more funds holding

Funds holding: 283291 (+8)

7% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 92

3.06% less ownership

Funds ownership: 87.51%84.45% (-3.1%)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

67% less call options, than puts

Call options by funds: $124M | Put options by funds: $380M

Holders
291
Holders Change
+8
Holders Change %
+2.83%
% of All Funds
4.64%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.13%
New
58
Increased
86
Reduced
92
Closed
45
Calls
$124M
Puts
$380M
Net Calls
-$256M
Net Calls Change
-$128M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
51
Credit Suisse
Switzerland
$4.26M +$3.83M +70,402 +724%
FWA
52
FOCUS Wealth Advisors
Texas
$4.09M -$63.9K -1,174 -2%
RJFSA
53
Raymond James Financial Services Advisors
Florida
$4.07M +$1.95M +35,831 +88%
GIA
54
Gladstone Institutional Advisory
Florida
$4.03M +$3.9M +71,728 +1,764%
FFG
55
Fortem Financial Group
California
$3.91M -$808K -14,849 -17%
William Blair & Company
56
William Blair & Company
Illinois
$3.91M +$596K +10,954 +18%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$3.84M -$878K -16,131 -18%
CAG
58
Csenge Advisory Group
Florida
$3.67M +$3.75M +68,957 New
SWA
59
Strategies Wealth Advisors
Michigan
$3.66M +$332K +6,099 +10%
GCM
60
Graham Capital Management
Connecticut
$3.6M +$3.68M +67,700 New
Credit Agricole
61
Credit Agricole
France
$3.58M +$184K +3,381 +5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$3.46M +$3.54M +65,000 New
SRSA
63
S.R. Schill & Associates
Washington
$3.45M -$112K -2,060 -3%
BFA
64
BBJS Financial Advisors
Washington
$3.23M -$3.36M -61,774 -50%
BCM
65
Bienville Capital Management
New York
$3.21M -$261K -4,797 -7%
MFG
66
Merit Financial Group
Georgia
$3.16M -$198K -3,646 -6%
SC
67
Scotia Capital
Ontario, Canada
$3.02M -$384K -7,052 -11%
SFI
68
SPC Financial Inc
Maryland
$2.98M +$3.05M +56,055 New
TBC
69
Ted Buchan & Co
California
$2.97M -$6.8K -125 -0.2%
PWAC
70
Private Wealth Advisors (California)
California
$2.9M -$3.36M -61,782 -53%
LC
71
Lavaca Capital
Texas
$2.88M
CA
72
Cumberland Advisors
Florida
$2.4M -$12.5K -230 -0.5%
AAS
73
Avantax Advisory Services
Texas
$2.21M +$123K +2,266 +6%
BSG
74
Black Swift Group
Colorado
$2.15M +$2.8M +51,510 +314%
HG
75
Herbst Group
Connecticut
$2.08M -$47.4K -871 -2%

XME Hedge Fund Activity: Q1 2023 in Review

291 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q1 2023, worth a combined $1.9B — up 8.4% from $1.75B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new XME positions and 45 closed out — a net gain of 13 holders — while 86 added to existing stakes and 92 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $92M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $64.8M sold.

  • 291 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q1 2023, up from 283 in Q4 2022.
  • Funds reported $1.9B of State Street SPDR S&P Metals & Mining ETF stock for Q1 2023, up 8.4% quarter-over-quarter.
  • 58 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q1 2023 and 45 closed out, a net change of +13 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q1 2023 was Migdal Insurance & Financial Holdings, an estimated $92M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2023.