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State Street SPDR S&P Semiconductor ETF

92 hedge funds and large institutions have $225M invested in State Street SPDR S&P Semiconductor ETF in 2019 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

53% more capital invested

Capital invested by funds: $147M → $225M (+$78.1M)

39% more funds holding

Funds holding: 6692 (+26)

0.63% less ownership

Funds ownership: 44.66%44.02% (-0.63%)

73% less call options, than puts

Call options by funds: $244K | Put options by funds: $911K

Holders
92
Holders Change
+26
Holders Change %
+39.39%
% of All Funds
1.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
33
Reduced
17
Closed
5
Calls
$244K
Puts
$911K
Net Calls
-$667K
Net Calls Change
-$287K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$349K +$319K +3,294 New
SFPG
52
Stonebridge Financial Planning Group
Florida
$343K +$313K +3,235 New
BFEC
53
Benjamin F. Edwards & Company
Missouri
$318K +$39.3K +406 +16%
NA
54
NewEdge Advisors
Louisiana
$307K +$281K +2,905 New
SMFS
55
Squar Milner Financial Services
California
$299K -$194 -2 -0.1%
AWM
56
AE Wealth Management
Kansas
$291K +$8.62K +89 +3%
MCM
57
Murphy Capital Management
New Jersey
$270K
BFA
58
Beacon Financial Advisory
Ohio
$269K +$246K +2,540 New
HAS
59
HBW Advisory Services
California
$236K +$216K +2,232 New
CFA
60
Carroll Financial Associates
North Carolina
$212K -$36.8K -380 -16%
MIC
61
Meridian Investment Counsel
California
$212K +$194K +2,000 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$203K -$1.35K -14 -0.7%
SFS
63
Sowell Financial Services
Arkansas
$201K +$174K +1,802 +1,897%
FWM
64
Foresight Wealth Management
Utah
$201K +$184K +1,900 New
SSB
65
Sandy Spring Bank
Maryland
$150K
HIA
66
Harbor Investment Advisory
Maryland
$147K +$134K +1,385 New
NFG
67
Next Financial Group
Texas
$136K +$97.2K +1,004 +355%
APA
68
American Portfolios Advisors
New York
$129K +$46.8K +483 +66%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$128K +$97 +1 +0.1%
NSIM
70
North Star Investment Management
Illinois
$128K +$97 +1 +0.1%
AAMA
71
Advanced Asset Management Advisors
Ohio
$123K +$112K +1,159 New
FGAM
72
Financial Gravity Asset Management
Texas
$106K +$39.5K +408 New
ASN
73
Advisory Services Network
Georgia
$99K +$13.2K +136 +17%
GFPC
74
Global Financial Private Client
Florida
$78.8K +$72K +744 New
JCM
75
Jacobi Capital Management
Pennsylvania
$46K

XSD Hedge Fund Activity: Q4 2019 in Review

92 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q4 2019, worth a combined $225M — up 53% from $147M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new XSD positions and 5 closed out — a net gain of 28 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $18.1M. The largest seller was Barometer Capital Management, cutting an estimated $6.86M.

  • 92 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q4 2019, up from 66 in Q3 2019.
  • Funds reported $225M of State Street SPDR S&P Semiconductor ETF stock for Q4 2019, up 53% quarter-over-quarter.
  • 33 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q4 2019 and 5 closed out, a net change of +28 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q4 2019 was Raymond James Financial Services Advisors, an estimated $18.1M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q4 2019 was Barometer Capital Management, an estimated $6.86M sold.

Based on aggregated 13F filings for Q4 2019.