We are live on ! Find out more
XTL icon

State Street SPDR S&P Telecom ETF

48 hedge funds and large institutions have $38.2M invested in State Street SPDR S&P Telecom ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 4648 (+2)

0.82% more ownership

Funds ownership: 47.53%48.35% (+0.82%)

6% less capital invested

Capital invested by funds: $40.6M → $38.2M (-$2.35M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$217K -$993K -10,019 -82%
AAP
27
Arax Advisory Partners
Colorado
$211K
PAG
28
Private Advisor Group
New Jersey
$205K +$213K +2,153 New
AssetMark Inc
29
AssetMark Inc
California
$84K +$75.7K +764 +631%
AF
30
Arrow Financial
New York
$74K -$29.7K -300 -28%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$71K +$61.1K +616 +485%
PA
32
Parallel Advisors
California
$33K
GRP
33
Global Retirement Partners
California
$29K
BFEC
34
Benjamin F. Edwards & Company
Missouri
$28K -$11K -111 -28%
IFAM
35
Institutional & Family Asset Management
Colorado
$27K -$25.5K -257 -48%
SBL
36
Sargent Bickham Lagudis
Colorado
$26K -$12K -121 -31%
William Blair & Company
37
William Blair & Company
Illinois
$17K
Citigroup
38
Citigroup
New York
$10K -$297 -3 -3%
JCM
39
Jacobi Capital Management
Pennsylvania
$10K
AWA
40
Arkadios Wealth Advisors
Georgia
$8K -$22.6K -228 -71%
CAAS
41
Capital Asset Advisory Services
Michigan
$7K
NFSG
42
Newbridge Financial Services Group
Florida
$7K
Wells Fargo
43
Wells Fargo
California
$6K
ACA
44
Atlas Capital Advisors
Wyoming
$5.44K -$1.69K -17 -23%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$5K
HCP
46
Hexagon Capital Partners
Arkansas
$3K
GEA
47
Glen Eagle Advisors
New Jersey
$2.38K
BBHC
48
Brown Brothers Harriman & Co
New York
$76
PFO
49
Pathstone Family Office
New Jersey
-$628K -6,140 Closed
CAN
50
Cetera Advisor Networks
California
-$558K -5,457 Closed

XTL Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q3 2021, worth a combined $38.2M — down 5.8% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XTL positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.22M. The largest seller was Bank of America, cutting an estimated $1.52M.

  • 48 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q3 2021, up from 46 in Q2 2021.
  • Funds reported $38.2M of State Street SPDR S&P Telecom ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q3 2021 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q3 2021 was LPL Financial, an estimated $3.22M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q3 2021 was Bank of America, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2021.