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State Street SPDR S&P Telecom ETF

43 hedge funds and large institutions have $40.5M invested in State Street SPDR S&P Telecom ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $38.2M → $40.5M (+$2.29M)

2.97% less ownership

Funds ownership: 48.35%45.39% (-3%)

10% less funds holding

Funds holding: 4843 (-5)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
26
City Holding Co
West Virginia
$219K -$4.93K -50 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$211K +$131K +1,332 +179%
Osaic Holdings
28
Osaic Holdings
Arizona
$170K -$81.2K -824 -33%
BCP
29
Blue Chip Partners
Michigan
$150K +$146K +1,477 New
AF
30
Arrow Financial
New York
$58K -$19.7K -200 -26%
PA
31
Parallel Advisors
California
$36K
SBL
32
Sargent Bickham Lagudis
Colorado
$25K -$2.56K -26 -10%
BFEC
33
Benjamin F. Edwards & Company
Missouri
$22K -$7.39K -75 -26%
William Blair & Company
34
William Blair & Company
Illinois
$18K
AIP
35
Ameritas Investment Partners
Nebraska
$16K +$15.6K +158 New
AssetMark Inc
36
AssetMark Inc
California
$12K -$75.3K -764 -86%
Wells Fargo
37
Wells Fargo
California
$9K +$2.46K +25 +40%
NFSG
38
Newbridge Financial Services Group
Florida
$8K
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$5K
ACA
40
Atlas Capital Advisors
Wyoming
$4.88K -$887 -9 -16%
HCP
41
Hexagon Capital Partners
Arkansas
$3K
GEA
42
Glen Eagle Advisors
New Jersey
$2.54K
BBHC
43
Brown Brothers Harriman & Co
New York
$81
IMC Chicago
44
IMC Chicago
Illinois
-$2.14M -22,402 Closed
GWM
45
Geneos Wealth Management
Colorado
-$582K -6,056 Closed
CA
46
Cetera Advisors
Colorado
-$253K -2,654 Closed
GRP
47
Global Retirement Partners
California
-$29K -300 Closed
IFAM
48
Institutional & Family Asset Management
Colorado
-$27K -281 Closed
JCM
49
Jacobi Capital Management
Pennsylvania
-$10K -106 Closed
Citigroup
50
Citigroup
New York
-$10K -100 Closed

XTL Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2021, worth a combined $40.5M — up 6% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XTL and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Advisors Capital Management, opening a new position worth an estimated $8.18M. The largest seller was Morgan Stanley, cutting an estimated $3.76M.

  • 43 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2021, down from 48 in Q3 2021.
  • Funds reported $40.5M of State Street SPDR S&P Telecom ETF stock for Q4 2021, up 6% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2021 and 9 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2021 was Advisors Capital Management, an estimated $8.18M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2021.