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State Street SPDR S&P Telecom ETF

44 hedge funds and large institutions have $37M invested in State Street SPDR S&P Telecom ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

31.75% more ownership

Funds ownership: 44.79%76.54% (+32%)

16% more capital invested

Capital invested by funds: $31.9M → $37M (+$5.04M)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

10% more funds holding

Funds holding: 4044 (+4)

Holders
44
Holders Change
+4
Holders Change %
+10%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
10
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
26
City Holding Co
West Virginia
$179K
CIA
27
Cape Investment Advisory
Georgia
$101K +$103K +1,240 New
PWMG
28
Prestige Wealth Management Group
New Jersey
$79.3K -$5.62K -68 -7%
FFL
29
Financial Freedom LLC
Ohio
$61.5K +$83 +1 +0.1%
AssetMark Inc
30
AssetMark Inc
California
$43K -$116K -1,402 -73%
PA
31
Parallel Advisors
California
$28.4K
GRP
32
Global Retirement Partners
California
$21.8K
CHA
33
Carmichael Hill & Associates
Maryland
$20.2K
Citigroup
34
Citigroup
New York
$19.8K +$827 +10 +4%
William Blair & Company
35
William Blair & Company
Illinois
$14.5K
AIP
36
Ameritas Investment Partners
Nebraska
$13K +$83 +1 +0.6%
Wells Fargo
37
Wells Fargo
California
$7.13K
NFSG
38
Newbridge Financial Services Group
Florida
$6.32K
AF
39
Arrow Financial
New York
$5.67K
SWM
40
Spire Wealth Management
Virginia
$4.62K +$4.71K +57 New
HCP
41
Hexagon Capital Partners
Arkansas
$2.67K
GEA
42
Glen Eagle Advisors
New Jersey
$2.03K
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$1.72K +$10.9K +132 +0.6%
BAM
44
Belpointe Asset Management
Nevada
$486
CIBC World Market
45
CIBC World Market
Ontario, Canada
-$2.86M -35,083 Closed
GVAG
46
Great Valley Advisor Group
Delaware
-$885K -10,833 Closed
WG
47
Welch Group
Alabama
-$703K -8,615 Closed
RIA
48
Realta Investment Advisors
Delaware
-$5.55K -68 Closed
GWMI
49
Guardian Wealth Management (Illinois)
Illinois
-$4K -49 Closed

XTL Hedge Fund Activity: Q1 2023 in Review

44 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2023, worth a combined $37M — up 16% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new XTL positions and 5 closed out — a net gain of 6 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Money Concepts Capital, adding an estimated $22.7M. The largest seller was CIBC World Market, exiting entirely with an estimated $2.86M sold.

  • 44 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2023, up from 40 in Q4 2022.
  • Funds reported $37M of State Street SPDR S&P Telecom ETF stock for Q1 2023, up 16% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2023 and 5 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2023 was Money Concepts Capital, an estimated $22.7M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2023 was CIBC World Market, an estimated $2.86M sold.

Based on aggregated 13F filings for Q1 2023.