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State Street SPDR S&P Semiconductor ETF

208 hedge funds and large institutions have $639M invested in State Street SPDR S&P Semiconductor ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 74 increasing their positions, 43 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

114% more call options, than puts

Call options by funds: $4.88M | Put options by funds: $2.27M

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

86% more capital invested

Capital invested by funds: $344M → $639M (+$296M)

72% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 43

24.43% more ownership

Funds ownership: 32.98%57.41% (+24%)

16% more funds holding

Funds holding: 179208 (+29)

Holders
208
Holders Change
+29
Holders Change %
+16.2%
% of All Funds
3.31%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.1%
New
48
Increased
74
Reduced
43
Closed
17
Calls
$4.88M
Puts
$2.27M
Net Calls
+$2.6M
Net Calls Change
-$842K
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1
EP Wealth Advisors
California
$71.2M +$127M +649,712 New
Morgan Stanley
2
Morgan Stanley
New York
$45.6M +$12.2M +62,458 +40%
LPL Financial
3
LPL Financial
California
$43M +$6.3M +32,128 +18%
Bank of America
4
Bank of America
North Carolina
$34.3M +$714K +3,644 +2%
Wells Fargo
5
Wells Fargo
California
$30.3M +$8.39M +42,800 +42%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$29.6M +$25.2M +128,416 +966%
CAN
7
Cetera Advisor Networks
California
$20.5M +$1.96M +10,012 +11%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$17.5M +$3.92M +20,013 +31%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$16.1M +$9.15M +46,671 +152%
FIB
10
First Interstate Bank
Montana
$15M +$411K +2,097 +3%
Goldman Sachs
11
Goldman Sachs
New York
$14.3M +$349K +1,780 +3%
UBS Group
12
UBS Group
Switzerland
$13.4M +$404K +2,063 +3%
HPC
13
Hobart Private Capital
North Carolina
$10.6M +$9.97M +50,886 New
MML Investors Services
14
MML Investors Services
Massachusetts
$10.3M -$462K -2,358 -5%
Ameriprise
15
Ameriprise
Minnesota
$9.62M -$454K -2,319 -5%
AWM
16
Adams Wealth Management
Utah
$9.6M -$1.77M -9,034 -16%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$8.99M +$8.44M +43,061 New
PG
18
Prostatis Group
Maryland
$8.78M +$9.66M +49,276 New
Osaic Holdings
19
Osaic Holdings
Arizona
$8.62M +$1.35M +6,907 +20%
MIG
20
McGuire Investment Group
Rhode Island
$8.61M -$189K -965 -2%
Prudential Financial
21
Prudential Financial
New Jersey
$8.42M +$7.41M +37,804 +1,472%
SCM
22
Sandler Capital Management
New York
$8.39M +$7.88M +40,200 New
Stifel Financial
23
Stifel Financial
Missouri
$8.27M +$1.36M +6,954 +21%
MCC
24
Money Concepts Capital
Florida
$6.64M +$130M +662,161 +4,442%
CFGS
25
Concourse Financial Group Securities
Alabama
$6.35M +$17.6K +90 +0.3%

XSD Hedge Fund Activity: Q1 2023 in Review

208 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q1 2023, worth a combined $639M — up 86% from $344M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new XSD positions and 17 closed out — a net gain of 31 holders — while 74 added to existing stakes and 43 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $130M. The largest seller was IFP Advisors, cutting an estimated $2.42M.

  • 208 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q1 2023, up from 179 in Q4 2022.
  • Funds reported $639M of State Street SPDR S&P Semiconductor ETF stock for Q1 2023, up 86% quarter-over-quarter.
  • 48 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q1 2023 and 17 closed out, a net change of +31 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $130M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q1 2023 was IFP Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q1 2023.