We are live on ! Find out more
XSD icon

State Street SPDR S&P Semiconductor ETF

219 hedge funds and large institutions have $521M invested in State Street SPDR S&P Semiconductor ETF in 2023 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 74 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

14% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 65

2% more funds holding

Funds holding: 215219 (+4)

0.55% less ownership

Funds ownership: 38.24%37.69% (-0.55%)

14% less capital invested

Capital invested by funds: $605M → $521M (-$84M)

18% less call options, than puts

Call options by funds: $4.21M | Put options by funds: $5.12M

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
219
Holders Change
+4
Holders Change %
+1.86%
% of All Funds
3.48%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
28
Increased
74
Reduced
65
Closed
22
Calls
$4.21M
Puts
$5.12M
Net Calls
-$905K
Net Calls Change
-$932K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
76
Citigroup
New York
$912K -$251K -1,189 -20%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$857K -$631K -2,987 -41%
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$855K
SW
79
SteelPeak Wealth
California
$837K +$902K +4,268 New
William Blair & Company
80
William Blair & Company
Illinois
$826K -$442K -2,090 -33%
AWM
81
Apollon Wealth Management
South Carolina
$807K +$423 +2 +0%
PAMG
82
Patton Albertson Miller Group
Tennessee
$777K -$2.54K -12 -0.3%
Wolverine Trading
83
Wolverine Trading
Illinois
$763K +$606K +2,869 +280%
CPIG
84
Chicago Partners Investment Group
Illinois
$710K +$423 +2 +0%
RPWA
85
Regent Peak Wealth Advisors
Georgia
$694K
Wealth Enhancement Advisory Services
86
Wealth Enhancement Advisory Services
Minnesota
$689K +$743K +3,516 New
BFA
87
Beacon Financial Advisory
Ohio
$671K +$30K +142 +4%
Creative Planning
88
Creative Planning
Kansas
$652K -$39.5K -187 -5%
FTS
89
Fifth Third Securities
Ohio
$616K +$56K +265 +9%
HF
90
HRT Financial
New York
$608K +$656K +3,104 New
PCIA
91
Prime Capital Investment Advisors
Kansas
$602K +$6.76K +32 +1%
Fisher Asset Management
92
Fisher Asset Management
Washington
$586K +$632K +2,990 New
EWA
93
EP Wealth Advisors
California
$552K -$97K -459 -14%
BRWA
94
B. Riley Wealth Advisors
Florida
$551K
ATC
95
Argent Trust Co
Tennessee
$549K -$230K -1,088 -28%
MWM
96
Meridian Wealth Management
Kentucky
$530K
Cetera Investment Advisers
97
Cetera Investment Advisers
Illinois
$529K +$100K +475 +21%
SCM
98
Spring Capital Management
Texas
$511K
PAG
99
Private Advisor Group
New Jersey
$487K -$138K -652 -21%
Citadel Advisors
100
Citadel Advisors
Florida
$486K +$524K +2,480 New

XSD Hedge Fund Activity: Q3 2023 in Review

219 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q3 2023, worth a combined $521M — down 14% from $605M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new XSD positions and 22 closed out — a net gain of 6 holders — while 74 added to existing stakes and 65 trimmed.

The largest buyer was Qube Research & Technologies (QRT), adding an estimated $5.53M. The largest seller was Bank of Montreal, cutting an estimated $21.2M.

  • 219 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q3 2023, up from 215 in Q2 2023.
  • Funds reported $521M of State Street SPDR S&P Semiconductor ETF stock for Q3 2023, down 14% quarter-over-quarter.
  • 28 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q3 2023 and 22 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q3 2023 was Qube Research & Technologies (QRT), an estimated $5.53M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q3 2023 was Bank of Montreal, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2023.