We are live on ! Find out more
XME icon

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
SWA
51
Strategies Wealth Advisors
Michigan
$3.82M +$48.8K +941 +1%
AIP
52
ARS Investment Partners
New York
$3.76M +$335K +6,473 +10%
FWA
53
FOCUS Wealth Advisors
Texas
$3.71M -$16.7K -323 -0.5%
LC
54
Lavaca Capital
Texas
$3.68M
Walleye Capital
55
Walleye Capital
New York
$3.68M +$863K +16,660 +31%
William Blair & Company
56
William Blair & Company
Illinois
$3.47M +$378K +7,299 +12%
SFI
57
SPC Financial Inc
Maryland
$3.37M +$145K +2,801 +5%
BFA
58
BBJS Financial Advisors
Washington
$3.23M +$30.6K +590 +1%
MFG
59
Merit Financial Group
Georgia
$3.14M -$4.3K -83 -0.1%
PWAC
60
Private Wealth Advisors (California)
California
$2.9M -$1.19K -23 -0%
TBC
61
Ted Buchan & Co
California
$2.8M -$58.7K -1,133 -2%
SC
62
Scotia Capital
Ontario, Canada
$2.71M -$126K -2,430 -4%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$2.64M -$899K -17,350 -26%
BCM
64
Bienville Capital Management
New York
$2.55M -$41.8K -806 -2%
FFM
65
Fullerton Fund Management
Singapore
$2.45M +$2.41M +46,600 New
FTS
66
Fifth Third Securities
Ohio
$2.32M +$690K +13,316 +43%
HG
67
Herbst Group
Connecticut
$2.27M +$93.2K +1,798 +4%
PP
68
Prudential plc
United Kingdom
$2.26M +$823K +15,880 +59%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$2.25M +$20.7K +400 +0.9%
Twin Tree Management
70
Twin Tree Management
Texas
$2.23M -$282K -5,452 -11%
KHLMTHM
71
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$2.22M -$3.21M -61,920 -60%
LHWM
72
Lake Hills Wealth Management
Texas
$2.14M +$319K +6,164 +18%
Prudential Financial
73
Prudential Financial
New Jersey
$2.1M +$73.3K +1,414 +4%
FHB
74
First Hawaiian Bank
Hawaii
$2M +$596K +11,496 +43%
MS
75
Maven Securities
Jersey
$1.94M -$3.53M -68,185 -65%

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.