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State Street SPDR S&P Semiconductor ETF

188 hedge funds and large institutions have $548M invested in State Street SPDR S&P Semiconductor ETF in 2021 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 68 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 13

100% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 34

28% more funds holding

Funds holding: 147188 (+41)

25% more capital invested

Capital invested by funds: $438M → $548M (+$110M)

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

4.93% less ownership

Funds ownership: 38.94%34.01% (-4.9%)

38% less call options, than puts

Call options by funds: $2.67M | Put options by funds: $4.3M

Holders
188
Holders Change
+41
Holders Change %
+27.89%
% of All Funds
2.89%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
56
Increased
68
Reduced
34
Closed
13
Calls
$2.67M
Puts
$4.3M
Net Calls
-$1.63M
Net Calls Change
-$680K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$52.7M +$9.9M +43,513 +25%
Morgan Stanley
2
Morgan Stanley
New York
$51.4M +$7.12M +31,275 +17%
Bank of America
3
Bank of America
North Carolina
$45.3M -$130K -571 -0.3%
MW
4
Marks Wealth
Maryland
$36.4M -$4.53M -19,920 -12%
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$20.8M +$3.3M +14,516 +20%
RJA
6
Raymond James & Associates
Florida
$18.7M +$91.7K +403 +0.5%
Wells Fargo
7
Wells Fargo
California
$18.2M -$1.24M -5,468 -7%
Ameriprise
8
Ameriprise
Minnesota
$16.3M +$2.07M +9,098 +16%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$13.5M +$590K +2,593 +5%
UBS Group
10
UBS Group
Switzerland
$13.1M -$673K -2,956 -5%
FIB
11
First Interstate Bank
Montana
$12.8M +$51.6K +227 +0.4%
CCT
12
Chemung Canal Trust
New York
$12.6M -$1.91M -8,414 -14%
Osaic Holdings
13
Osaic Holdings
Arizona
$10.6M +$2.21M +9,711 +29%
MIG
14
McGuire Investment Group
Rhode Island
$10.2M -$286K -1,257 -3%
CPO
15
Cerity Partners OCIO
New York
$9.18M +$6.6M +29,002 +331%
AWM
16
Adams Wealth Management
Utah
$8.63M -$274K -1,204 -3%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.13M +$1.24M +5,436 +19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$7.88M +$6.06M +26,646 +464%
Goldman Sachs
19
Goldman Sachs
New York
$7.13M -$23.4M -102,682 -78%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$6.42M +$1.54M +6,761 +34%
HighTower Advisors
21
HighTower Advisors
Illinois
$6.21M +$1.56M +6,844 +37%
Stifel Financial
22
Stifel Financial
Missouri
$5.99M -$246K -1,079 -4%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.51M +$1.95M +8,569 +61%
TC
24
Trilogy Capital
California
$5.19M +$4.86M +21,350 New
SCA
25
Snowden Capital Advisors
New York
$5.03M -$248K -1,088 -5%

XSD Hedge Fund Activity: Q4 2021 in Review

188 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q4 2021, worth a combined $548M — up 25% from $438M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new XSD positions and 13 closed out — a net gain of 43 holders — while 68 added to existing stakes and 34 trimmed.

The largest buyer was LPL Financial, adding an estimated $9.9M. The largest seller was Goldman Sachs, cutting an estimated $23.4M.

  • 188 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q4 2021, up from 147 in Q3 2021.
  • Funds reported $548M of State Street SPDR S&P Semiconductor ETF stock for Q4 2021, up 25% quarter-over-quarter.
  • 56 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q4 2021 and 13 closed out, a net change of +43 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q4 2021 was LPL Financial, an estimated $9.9M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q4 2021 was Goldman Sachs, an estimated $23.4M sold.

Based on aggregated 13F filings for Q4 2021.