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State Street SPDR S&P Metals & Mining ETF
XME

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: 283 → 291 (+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: 11 → 8 (-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

Top Buyers

1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$92M
2
Bank of America
Bank of America
North Carolina
+$86M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$31.5M
4
N
Natixis
France
+$31M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$20.5M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$64.8M
2
CI
Clal Insurance
Israel
-$48.1M
3
Morgan Stanley
Morgan Stanley
New York
-$40.5M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$35.9M
5
Goldman Sachs
Goldman Sachs
New York
-$35.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
176
Atria Wealth Solutions
New York
$326K -$544 -10 -0.2%
GRP
177
Global Retirement Partners
California
$313K -$46.3K -850 -12%
PP
178
Patten & Patten
Tennessee
$300K +$47.6K +875 +18%
MCM
179
Magnolia Capital Management
New York
$289K -$41.1K -755 -12%
WS
180
Wedbush Securities
California
$289K +$295K +5,429 New
AL
181
Aspiriant LLC
California
$288K +$295K +5,425 New
E
182
Ergoteles
New York
$287K +$294K +5,397 New
LAM
183
LifePro Asset Management
California
$284K – – –
PAG
184
Private Advisory Group
Washington
$281K +$288K +5,294 New
ASN
185
Advisory Services Network
Georgia
$281K +$871 +16 +0.3%
BBP
186
Banco BTG Pactual
Brazil
$279K +$321K +5,900 New
VFA
187
Voya Financial Advisors
Connecticut
$274K +$285K +5,233 New
NA
188
NewEdge Advisors
Louisiana
$272K -$4.08K -75 -1%
Northwestern Mutual Wealth Management
189
Northwestern Mutual Wealth Management
Wisconsin
$269K +$60.6K +1,113 +28%
FCH
190
Freestone Capital Holdings
Washington
$269K +$276K +5,065 New
PTC
191
Private Trust Company
Ohio
$264K – – –
CFG
192
Cooper Financial Group
California
$264K +$490 +9 +0.2%
CMANY
193
Capital Management Associates (New York)
New York
$255K -$93.3K -1,714 -26%
PFS
194
Prospera Financial Services
Texas
$252K +$27.4K +503 +12%
AWM
195
AE Wealth Management
Kansas
$252K +$258K +4,742 New
BBVA
196
Banco Bilbao Vizcaya Argentaria
Spain
$247K -$432K -7,938 -63%
Creative Planning
197
Creative Planning
Kansas
$246K +$252K +4,628 New
CH
198
Canton Hathaway
Rhode Island
$239K +$14.8K +272 +6%
Parallax Volatility Advisers
199
Parallax Volatility Advisers
California
$230K +$235K +4,327 +432,700%
KW
200
KWB Wealth
California
$229K – – –
6 7
8
9 10

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.