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State Street SPDR S&P Telecom ETF

40 hedge funds and large institutions have $31.9M invested in State Street SPDR S&P Telecom ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

30% more capital invested

Capital invested by funds: $24.6M → $31.9M (+$7.36M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.1% less ownership

Funds ownership: 44.9%44.79% (-0.1%)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
26
Parallel Advisors
California
$28.6K
GRP
27
Global Retirement Partners
California
$24.5K
CHA
28
Carmichael Hill & Associates
Maryland
$20.3K
Citigroup
29
Citigroup
New York
$19.1K +$19.4K +234 New
William Blair & Company
30
William Blair & Company
Illinois
$14.6K
AIP
31
Ameritas Investment Partners
Nebraska
$13K
Wells Fargo
32
Wells Fargo
California
$7.18K
NFSG
33
Newbridge Financial Services Group
Florida
$6.37K
AF
34
Arrow Financial
New York
$6K
RIA
35
Realta Investment Advisors
Delaware
$5.55K
GWMI
36
Guardian Wealth Management (Illinois)
Illinois
$4K +$4.06K +49 New
HCP
37
Hexagon Capital Partners
Arkansas
$2.69K
SBL
38
Sargent Bickham Lagudis
Colorado
$2.53K
GEA
39
Glen Eagle Advisors
New Jersey
$2.04K
BAM
40
Belpointe Asset Management
Nevada
$490 +$497 +6 New
RJFSA
41
Raymond James Financial Services Advisors
Florida
-$1.84M -24,002 Closed
Citadel Advisors
42
Citadel Advisors
Florida
-$1.57M -20,490 Closed
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
-$671 -7,962 Closed
TRCT
44
Tower Research Capital (TRC)
New York
-$444K -5,784 Closed
Simplex Trading
45
Simplex Trading
Illinois
-$7K -98 Closed
BFEC
46
Benjamin F. Edwards & Company
Missouri
-$5K -64 Closed
OSAM
47
O'Shaughnessy Asset Management
Connecticut
-$2K -31 Closed
ACA
48
Atlas Capital Advisors
Wyoming
-$1.23K -16 Closed

XTL Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2022, worth a combined $31.9M — up 30% from $24.6M a quarter earlier.

Fund positioning in XTL was balanced in Q4 2022: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 4 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $2.9M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.84M sold.

  • 40 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $31.9M of State Street SPDR S&P Telecom ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2022 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2022 was CIBC World Market, an estimated $2.9M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2022.