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State Street SPDR S&P Metals & Mining ETF

243 hedge funds and large institutions have $1.83B invested in State Street SPDR S&P Metals & Mining ETF in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 86 increasing their positions, 55 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

148% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 29

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

110% more capital invested

Capital invested by funds: $872M → $1.83B (+$955M)

56% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 55

43.23% more ownership

Funds ownership: 50.06%93.29% (+43%)

22% more funds holding

Funds holding: 200243 (+43)

23% less call options, than puts

Call options by funds: $203M | Put options by funds: $263M

Holders
243
Holders Change
+43
Holders Change %
+21.5%
% of All Funds
4.23%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
72
Increased
86
Reduced
55
Closed
29
Calls
$203M
Puts
$263M
Net Calls
-$59.5M
Net Calls Change
-$292M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$67K +$49K +1,128 +264%
Bank Julius Baer & Co
202
Bank Julius Baer & Co
Switzerland
$65K +$435 +10 +0.7%
PWP
203
Personal Wealth Partners
Minnesota
$65K +$65.2K +1,500 New
SMG
204
Spectrum Management Group
Indiana
$60K +$60.4K +1,389 New
AP
205
Advisors Preferred
Maryland
$59K -$25.4K -585 -30%
AWM
206
Atticus Wealth Management
Florida
$59K +$59.5K +1,369 New
MSFP
207
Mark Sheptoff Financial Planning
Connecticut
$55K +$55.2K +1,270 New
JAWM
208
J. Arnold Wealth Management
Ohio
$52K +$52.2K +1,200 New
CFGS
209
Concourse Financial Group Securities
Alabama
$47K +$44.6K +1,026 +1,531%
CIAS
210
Capital Investment Advisory Services
North Carolina
$43K
FGAM
211
Financial Gravity Asset Management
Texas
$43K
RFWA
212
RPg Family Wealth Advisory
Massachusetts
$41.3K +$41.7K +960 New
CAPTRUST Financial Advisors
213
CAPTRUST Financial Advisors
North Carolina
$36K +$36.2K +834 New
FHA
214
First Horizon Advisors
Tennessee
$36K +$36.9K +850 New
SIAP
215
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$27K
LWM
216
Liberty Wealth Management
California
$26K +$87 +2 +0.3%
PFGIA
217
Patriot Financial Group Insurance Agency
Massachusetts
$23K
CWC
218
Carolinas Wealth Consulting
North Carolina
$22K +$43 +1 +0.2%
CI
219
CX Institutional
Indiana
$20K -$44.9K -1,034 -69%
WAS
220
Winch Advisory Services
Wisconsin
$20K +$1.52K +35 +8%
CA
221
Clearstead Advisors
Ohio
$17K
JCM
222
Jacobi Capital Management
Pennsylvania
$14K
TWM
223
Tradition Wealth Management
Minnesota
$13K
FA
224
Faithward Advisors
Pennsylvania
$12K +$11.7K +270 New
Deutsche Bank
225
Deutsche Bank
Germany
$12K +$12.5K +288 New

XME Hedge Fund Activity: Q2 2021 in Review

243 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q2 2021, worth a combined $1.83B — up 110% from $872M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new XME positions and 29 closed out — a net gain of 43 holders — while 86 added to existing stakes and 55 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $167M. The largest seller was Natixis, exiting entirely with an estimated $33.9M sold.

  • 243 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q2 2021, up from 200 in Q1 2021.
  • Funds reported $1.83B of State Street SPDR S&P Metals & Mining ETF stock for Q2 2021, up 110% quarter-over-quarter.
  • 72 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q2 2021 and 29 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q2 2021 was Morgan Stanley, an estimated $167M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q2 2021 was Natixis, an estimated $33.9M sold.

Based on aggregated 13F filings for Q2 2021.