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State Street SPDR S&P Retail ETF

113 hedge funds and large institutions have $2.09B invested in State Street SPDR S&P Retail ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

259.05% more ownership

Funds ownership: 448.41%707.47% (+259%)

4% more capital invested

Capital invested by funds: $2.02B → $2.09B (+$73M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

3% less funds holding

Funds holding: 116113 (-3)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

51% less call options, than puts

Call options by funds: $351M | Put options by funds: $724M

Holders
113
Holders Change
-3
Holders Change %
-2.59%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
35
Reduced
39
Closed
18
Calls
$351M
Puts
$724M
Net Calls
-$372M
Net Calls Change
-$206M
Name Holding Trade Value Shares
Change
Change in
Stake
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$487M +$92.6M +1,445,000 +22%
MSU
2
Mizuho Securities USA
New York
$201M +$144M +2,250,000 +214%
Goldman Sachs
3
Goldman Sachs
New York
$141M -$226M -3,522,864 -60%
Morgan Stanley
4
Morgan Stanley
New York
$138M +$86.5M +1,349,986 +147%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$114M -$12.7M -197,763 -10%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$107M
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$104M -$28.4M -443,438 -21%
UBS Group
8
UBS Group
Switzerland
$83.4M +$29.8M +464,231 +51%
Bank of America
9
Bank of America
North Carolina
$74.5M -$6.37M -99,386 -8%
Citigroup
10
Citigroup
New York
$72.6M +$19.6M +306,351 +35%
Barclays
11
Barclays
United Kingdom
$69.9M +$3.93M +61,342 +6%
Fisher Asset Management
12
Fisher Asset Management
Washington
$66.5M +$1.48M +23,152 +2%
Jane Street
13
Jane Street
New York
$59.4M +$35.2M +548,998 +129%
Toronto Dominion Bank
14
Toronto Dominion Bank
Ontario, Canada
$54.8M +$14K +219 +0%
State of Wisconsin Investment Board
15
State of Wisconsin Investment Board
Wisconsin
$54.2M -$513K -8,000 -0.9%
Wells Fargo
16
Wells Fargo
California
$40.6M +$18.9M +295,408 +79%
Wolverine Trading
17
Wolverine Trading
Illinois
$30.4M +$30.7M +478,448 +2,220%
JP Morgan Chase
18
JP Morgan Chase
New York
$17.7M +$18.4M +287,692 +8,527%
SG Americas Securities
19
SG Americas Securities
New York
$15.4M +$15.9M +248,868 +5,717%
CM
20
Castleark Management
Illinois
$13.5M
Two Sigma Advisers
21
Two Sigma Advisers
New York
$13.1M +$13.1M +204,200 +1,873%
Qube Research & Technologies (QRT)
22
Qube Research & Technologies (QRT)
United Kingdom
$11.8M +$12M +187,321 +3,234%
BGDI
23
BW Gestao de Investimentos
Brazil
$7.92M +$1.97M +30,690 +31%
Squarepoint
24
Squarepoint
New York
$7.92M +$6.64M +103,600 +391%
Ameriprise
25
Ameriprise
Minnesota
$7.51M +$1.06M +16,520 +15%

XRT Hedge Fund Activity: Q3 2023 in Review

113 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Retail ETF (XRT) for Q3 2023, worth a combined $2.09B — up 3.6% from $2.02B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of XRT and 17 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 35 added.

The largest buyer was Mizuho Securities USA, adding an estimated $144M. The largest seller was Goldman Sachs, cutting an estimated $226M.

  • 113 institutional investors held State Street SPDR S&P Retail ETF (XRT) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $2.09B of State Street SPDR S&P Retail ETF stock for Q3 2023, up 3.6% quarter-over-quarter.
  • 17 funds opened new State Street SPDR S&P Retail ETF positions in Q3 2023 and 18 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Retail ETF buyer in Q3 2023 was Mizuho Securities USA, an estimated $144M added.
  • The largest State Street SPDR S&P Retail ETF seller in Q3 2023 was Goldman Sachs, an estimated $226M sold.

Based on aggregated 13F filings for Q3 2023.