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State Street SPDR S&P Metals & Mining ETF

273 hedge funds and large institutions have $1.7B invested in State Street SPDR S&P Metals & Mining ETF in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 84 increasing their positions, 87 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

20% more capital invested

Capital invested by funds: $1.41B → $1.7B (+$288M)

2.88% more ownership

Funds ownership: 81.25%84.13% (+2.9%)

3% more funds holding

Funds holding: 266273 (+7)

3% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 87

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

69% less call options, than puts

Call options by funds: $275M | Put options by funds: $892M

Holders
273
Holders Change
+7
Holders Change %
+2.63%
% of All Funds
3.98%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
53
Increased
84
Reduced
87
Closed
44
Calls
$275M
Puts
$892M
Net Calls
-$617M
Net Calls Change
-$508M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$258M +$75.2M +1,419,853 +49%
Bank of America
2
Bank of America
North Carolina
$176M +$31.1M +586,663 +25%
Bessemer Group
3
Bessemer Group
New Jersey
$91.8M -$62.4M -1,179,200 -43%
Goldman Sachs
4
Goldman Sachs
New York
$89.9M +$8.57M +161,799 +12%
UBS Group
5
UBS Group
Switzerland
$66.4M +$8.23M +155,431 +16%
HIIFS
6
Harel Insurance Investments & Financial Services
Israel
$58.4M
Two Sigma Investments
7
Two Sigma Investments
New York
$57.7M +$51M +964,200 New
VU
8
Vanderbilt University
Tennessee
$57.6M +$81K +1,530 +0.2%
N
9
Natixis
France
$48M +$137K +2,588 +0.3%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$42.9M -$9M -169,917 -19%
LPL Financial
11
LPL Financial
California
$37.1M +$5.74M +108,476 +21%
Temasek Holdings
12
Temasek Holdings
Singapore
$31.4M
EFI
13
EHP Funds Inc
Canada
$30.4M +$16.3M +308,254 +154%
Barclays
14
Barclays
United Kingdom
$29.2M -$27.7M -523,089 -52%
HighTower Advisors
15
HighTower Advisors
Illinois
$29.1M +$4.78M +90,321 +23%
Osaic Holdings
16
Osaic Holdings
Arizona
$27.9M -$3.29M -62,085 -12%
SCM
17
SCS Capital Management
Massachusetts
$26.5M -$299K -5,639 -1%
AWM
18
Affinity Wealth Management
Delaware
$26M +$2.2M +41,646 +11%
QIM
19
Quantitative Investment Management
Virginia
$25.2M +$22.3M +421,535 New
Adage Capital Partners
20
Adage Capital Partners
Massachusetts
$19.7M +$17.5M +330,000 New
Citigroup
21
Citigroup
New York
$19.3M +$7.06M +133,441 +70%
PP
22
Prudential plc
United Kingdom
$18.1M +$13.8M +259,731 +604%
JP Morgan Chase
23
JP Morgan Chase
New York
$17.2M -$13.3M -250,975 -47%
Wells Fargo
24
Wells Fargo
California
$17.1M -$3.86M -72,857 -20%
Stifel Financial
25
Stifel Financial
Missouri
$16.5M +$1.14M +21,564 +8%

XME Hedge Fund Activity: Q4 2023 in Review

273 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Metals & Mining ETF (XME) for Q4 2023, worth a combined $1.7B — up 20% from $1.41B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new XME positions and 44 closed out — a net gain of 9 holders — while 84 added to existing stakes and 87 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $75.2M. The largest seller was Bessemer Group, cutting an estimated $62.4M.

  • 273 institutional investors held State Street SPDR S&P Metals & Mining ETF (XME) as of Q4 2023, up from 266 in Q3 2023.
  • Funds reported $1.7B of State Street SPDR S&P Metals & Mining ETF stock for Q4 2023, up 20% quarter-over-quarter.
  • 53 funds opened new State Street SPDR S&P Metals & Mining ETF positions in Q4 2023 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR S&P Metals & Mining ETF buyer in Q4 2023 was Morgan Stanley, an estimated $75.2M added.
  • The largest State Street SPDR S&P Metals & Mining ETF seller in Q4 2023 was Bessemer Group, an estimated $62.4M sold.

Based on aggregated 13F filings for Q4 2023.