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State Street SPDR S&P Semiconductor ETF

228 hedge funds and large institutions have $608M invested in State Street SPDR S&P Semiconductor ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 72 increasing their positions, 74 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

339% more call options, than puts

Call options by funds: $4.54M | Put options by funds: $1.03M

59% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 17

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

17% more capital invested

Capital invested by funds: $521M → $608M (+$87M)

4% more funds holding

Funds holding: 219228 (+9)

3.1% more ownership

Funds ownership: 37.69%40.78% (+3.1%)

3% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 74

Holders
228
Holders Change
+9
Holders Change %
+4.11%
% of All Funds
3.32%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
27
Increased
72
Reduced
74
Closed
17
Calls
$4.54M
Puts
$1.03M
Net Calls
+$3.51M
Net Calls Change
+$4.41M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.5M +$34.8M +177,070 +89%
LPL Financial
2
LPL Financial
California
$50.5M -$670K -3,410 -1%
Bank of America
3
Bank of America
North Carolina
$34.4M -$1.16M -5,926 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.9M +$4.65M +23,678 +21%
Wells Fargo
5
Wells Fargo
California
$25.3M -$7.03M -35,766 -24%
Prudential Financial
6
Prudential Financial
New Jersey
$19.9M +$4.57M +23,242 +36%
PNC Financial Services Group
7
PNC Financial Services Group
Pennsylvania
$15.6M +$431K +2,195 +3%
Ameriprise
8
Ameriprise
Minnesota
$13.3M +$4.66M +23,694 +67%
UBS Group
9
UBS Group
Switzerland
$12.1M -$1.25M -6,371 -11%
MML Investors Services
10
MML Investors Services
Massachusetts
$11.6M -$74.3K -378 -0.7%
Goldman Sachs
11
Goldman Sachs
New York
$11.3M -$7.82M -39,778 -44%
AWM
12
Adams Wealth Management
Utah
$10.4M -$80.2K -408 -0.9%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$10.3M +$23K +117 +0.3%
HPC
14
Hobart Private Capital
North Carolina
$10M -$1.36M -6,898 -13%
Osaic Holdings
15
Osaic Holdings
Arizona
$9.49M -$746K -3,798 -8%
MIG
16
McGuire Investment Group
Rhode Island
$9.45M +$171K +871 +2%
FIB
17
First Interstate Bank
Montana
$8.17M -$225K -1,144 -3%
GKWIM
18
Gerber Kawasaki Wealth & Investment Management
California
$7.47M +$778K +3,961 +14%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$6.93M +$2.01M +10,223 +50%
MWM
20
MGB Wealth Management
Texas
$6.9M +$6.02M +30,639 New
Qube Research & Technologies (QRT)
21
Qube Research & Technologies (QRT)
United Kingdom
$6.44M
CFGS
22
Concourse Financial Group Securities
Alabama
$6.4M -$97.7K -497 -2%
CCT
23
Chemung Canal Trust
New York
$6.22M -$16.7K -85 -0.3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$6.13M -$937K -4,766 -15%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$5.87M +$1.1M +5,622 +27%

XSD Hedge Fund Activity: Q4 2023 in Review

228 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Semiconductor ETF (XSD) for Q4 2023, worth a combined $608M — up 17% from $521M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new XSD positions and 17 closed out — a net gain of 10 holders — while 72 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.8M. The largest seller was Cetera Advisor Networks, cutting an estimated $17.5M.

  • 228 institutional investors held State Street SPDR S&P Semiconductor ETF (XSD) as of Q4 2023, up from 219 in Q3 2023.
  • Funds reported $608M of State Street SPDR S&P Semiconductor ETF stock for Q4 2023, up 17% quarter-over-quarter.
  • 27 funds opened new State Street SPDR S&P Semiconductor ETF positions in Q4 2023 and 17 closed out, a net change of +10 holders.
  • The largest State Street SPDR S&P Semiconductor ETF buyer in Q4 2023 was Morgan Stanley, an estimated $34.8M added.
  • The largest State Street SPDR S&P Semiconductor ETF seller in Q4 2023 was Cetera Advisor Networks, an estimated $17.5M sold.

Based on aggregated 13F filings for Q4 2023.