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State Street SPDR S&P Metals & Mining ETF

283 hedge funds and large institutions have $1.75B invested in State Street SPDR S&P Metals & Mining ETF in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 83 increasing their positions, 85 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more funds holding in top 10

Funds holding in top 10: 311 (+8)

154% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 26

26% more capital invested

Capital invested by funds: $1.38B → $1.75B (+$366M)

16% more funds holding

Funds holding: 245283 (+38)

2% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 85

3.07% less ownership

Funds ownership: 90.58%87.51% (-3.1%)

57% less call options, than puts

Call options by funds: $98.5M | Put options by funds: $227M

Holders
283
Holders Change
+38
Holders Change %
+15.51%
% of All Funds
4.55%
Holding in Top 10
11
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+266.67%
% of All Funds
0.18%
New
66
Increased
83
Reduced
85
Closed
26
Calls
$98.5M
Puts
$227M
Net Calls
-$128M
Net Calls Change
-$169M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$312M +$24.7M +498,869 +9%
Bessemer Group
2
Bessemer Group
New Jersey
$135M
Bank of America
3
Bank of America
North Carolina
$123M -$14.2M -285,657 -10%
Goldman Sachs
4
Goldman Sachs
New York
$118M -$103M -2,072,076 -47%
UBS Group
5
UBS Group
Switzerland
$90.4M +$8.96M +180,732 +11%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
6
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$64.8M +$29.8M +600,000 +86%
VU
7
Vanderbilt University
Tennessee
$63.3M +$422K +8,500 +0.7%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$54.7M +$53.7M +1,083,400 +7,851%
CI
9
Clal Insurance
Israel
$48.1M +$33.7M +680,000 +238%
JP Morgan Chase
10
JP Morgan Chase
New York
$47.3M +$2.26M +45,485 +5%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$47.1M
MIH
12
Meitav Investment House
Israel
$44.8M +$41.5M +836,063 +1,493%
LPL Financial
13
LPL Financial
California
$38.5M +$2.92M +58,863 +8%
Citigroup
14
Citigroup
New York
$31.6M +$1.81M +36,572 +6%
Wells Fargo
15
Wells Fargo
California
$28M +$8.12M +163,799 +41%
Osaic Holdings
16
Osaic Holdings
Arizona
$27.7M +$2.08M +41,938 +8%
N
17
Natixis
France
$23.9M +$23.8M +480,018 New
AWM
18
Affinity Wealth Management
Delaware
$22.8M -$136K -2,750 -0.6%
HighTower Advisors
19
HighTower Advisors
Illinois
$21.6M -$1.72M -34,781 -7%
Barclays
20
Barclays
United Kingdom
$21.2M -$33M -665,337 -61%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$18.9M +$4.62M +93,223 +33%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$14.2M +$7.68M +154,943 +120%
Mackenzie Financial
23
Mackenzie Financial
Ontario, Canada
$13.4M +$13M +262,456 +3,740%
Millennium Management
24
Millennium Management
New York
$10.3M +$2.51M +50,664 +33%
NWM
25
NEIRG Wealth Management
Massachusetts
$10.1M -$421K -8,484 -4%

XME Hedge Fund Activity: Q4 2022 in Review

283 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q4 2022, worth a combined $1.75B — up 26% from $1.38B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new XME positions and 26 closed out — a net gain of 40 holders — while 83 added to existing stakes and 85 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $53.7M. The largest seller was Goldman Sachs, cutting an estimated $103M.

  • 283 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q4 2022, up from 245 in Q3 2022.
  • Funds reported $1.75B of State Street SPDR S&P Metals & Mining ETF stock for Q4 2022, up 26% quarter-over-quarter.
  • 66 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q4 2022 and 26 closed out, a net change of +40 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q4 2022 was D.E. Shaw & Co, an estimated $53.7M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q4 2022 was Goldman Sachs, an estimated $103M sold.

Based on aggregated 13F filings for Q4 2022.