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State Street SPDR S&P Retail ETF

150 hedge funds and large institutions have $3.2B invested in State Street SPDR S&P Retail ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

167.37% more ownership

Funds ownership: 249.25%416.63% (+167%)

11% more capital invested

Capital invested by funds: $2.88B → $3.2B (+$313M)

2% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 46

2% less funds holding

Funds holding: 153150 (-3)

13% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 48

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

74% less call options, than puts

Call options by funds: $288M | Put options by funds: $1.11B

Holders
150
Holders Change
-3
Holders Change %
-1.96%
% of All Funds
2.31%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.12%
New
45
Increased
42
Reduced
48
Closed
46
Calls
$288M
Puts
$1.11B
Net Calls
-$823M
Net Calls Change
-$422M
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
1
Barclays
United Kingdom
$537M +$417M +4,423,400 +290%
Goldman Sachs
2
Goldman Sachs
New York
$428M +$19.7M +209,396 +5%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$399M -$55M -584,000 -12%
Morgan Stanley
4
Morgan Stanley
New York
$249M -$104M -1,100,226 -29%
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$248M +$259M +2,750,000 New
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$223M -$179M -1,896,476 -43%
UBS Group
7
UBS Group
Switzerland
$181M +$35.1M +372,771 +23%
Citigroup
8
Citigroup
New York
$146M -$3.46M -36,727 -2%
Toronto Dominion Bank
9
Toronto Dominion Bank
Ontario, Canada
$131M +$137M +1,449,838 +894,962%
Bank of America
10
Bank of America
North Carolina
$89.2M -$25.5M -270,582 -22%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$80.3M +$23.4M +248,194 +39%
Wells Fargo
12
Wells Fargo
California
$43M +$10.1M +107,304 +29%
Canada Pension Plan Investment Board
13
Canada Pension Plan Investment Board
Ontario, Canada
$36.1M
EF
14
Empowered Funds
Pennsylvania
$33.9M -$14.4M -152,480 -29%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$30.7M -$101K -1,069 -0.3%
Citadel Advisors
16
Citadel Advisors
Florida
$28M +$13.4M +142,704 +85%
SG Americas Securities
17
SG Americas Securities
New York
$26.4M +$27.2M +288,743 +7,603%
HF
18
HRT Financial
New York
$25.7M +$25.1M +266,213 +1,461%
JP Morgan Chase
19
JP Morgan Chase
New York
$23.8M -$62.9M -667,241 -72%
Squarepoint
20
Squarepoint
New York
$19.5M +$10.4M +110,783 +105%
LCM
21
Landscape Capital Management
New Jersey
$18.8M +$19.6M +208,000 New
GCA
22
Genesee Capital Advisors
New York
$16.5M -$436K -4,630 -2%
LPL Financial
23
LPL Financial
California
$13.2M -$6.38M -67,758 -32%
RAM
24
Riggs Asset Management
Pennsylvania
$10.7M -$139K -1,476 -1%
SW
25
Signify Wealth
Missouri
$9.68M -$12.1M -128,244 -54%

XRT Hedge Fund Activity: Q4 2021 in Review

150 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q4 2021, worth a combined $3.2B — up 11% from $2.88B a quarter earlier.

Sellers outnumbered buyers: 46 funds closed out of XRT and 45 opened new positions — a net loss of 1 holder — while 48 trimmed existing stakes and 42 added.

The largest buyer was Barclays, adding an estimated $417M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $179M.

  • 150 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q4 2021, down from 153 in Q3 2021.
  • Funds reported $3.2B of State Street SPDR S&P Retail ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 45 funds opened new State Street SPDR S&P Retail ETF positions in Q4 2021 and 46 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Retail ETF buyer in Q4 2021 was Barclays, an estimated $417M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q4 2021 was BNP Paribas Financial Markets, an estimated $179M sold.

Based on aggregated 13F filings for Q4 2021.