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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
SG Americas Securities
76
SG Americas Securities
New York
$2.04M +$656K +12,050 +46%
MA
77
Montag & Associates
Georgia
$1.95M +$875K +16,085 +78%
MWM
78
Meridian Wealth Management
Kentucky
$1.94M +$773K +14,205 +64%
IWM
79
IHT Wealth Management
Illinois
$1.93M -$11.2K -205 -0.6%
Ameriprise
80
Ameriprise
Minnesota
$1.91M -$5.74M -105,399 -75%
CF
81
Centaurus Financial
California
$1.9M +$1.11M +20,448 +134%
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$1.81M +$536K +9,854 +41%
FTS
83
Fifth Third Securities
Ohio
$1.75M -$8.33K -153 -0.5%
CWP
84
Capital Wealth Planning
Florida
$1.74M +$846K +15,544 +90%
Marshall Wace
85
Marshall Wace
United Kingdom
$1.74M +$1.78M +32,800 New
WSCM
86
Wellington Shields Capital Management
New York
$1.72M +$90.1K +1,656 +5%
FTUS
87
Flow Traders U.S.
New York
$1.7M +$1.1M +20,186 +171%
PHS
88
Pekin Hardy Strauss
Illinois
$1.69M
Cambridge Investment Research Advisors
89
Cambridge Investment Research Advisors
Iowa
$1.64M -$658K -12,095 -28%
DAS
90
Dynamic Advisor Solutions
Arizona
$1.62M +$399K +7,327 +32%
PAG
91
Private Advisor Group
New Jersey
$1.6M +$538K +9,886 +49%
DLCIG
92
D.L. Carlson Investment Group
New Hampshire
$1.59M +$730K +13,410 +82%
Wealthfront Advisers
93
Wealthfront Advisers
California
$1.58M +$234K +4,297 +17%
BFG
94
Bleakley Financial Group
New Jersey
$1.58M -$692K -12,721 -30%
SS
95
Simplicity Solutions
Minnesota
$1.58M +$1.62M +29,762 New
PCP
96
Proficio Capital Partners
Massachusetts
$1.58M +$1.61M +29,630 New
GDP
97
Great Diamond Partners
Maine
$1.52M +$59.5K +1,094 +4%
BRWA
98
B. Riley Wealth Advisors
Florida
$1.47M -$40.6K -746 -3%
GP
99
Greenline Partners
New York
$1.43M
BAM
100
BOS Asset Management
Illinois
$1.4M +$424K +7,794 +42%

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.