State Street SPDR S&P Telecom ETF
XTL
35 hedge funds and large institutions have $28M invested in State Street SPDR S&P Telecom ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 11 closing their positions.
6% more capital invested
Capital invested by funds: $26.3M → $28M (+$1.68M)
1.51% less ownership
Funds ownership: 46.39% → 44.88% (-1.5%)
15% less funds holding
Funds holding: 41 → 35 (-6)
20% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 10
55% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.18M |
| 2 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$2.9M |
| 3 |
PCH
PGIM Custom Harvest
Newark,
New Jersey
|
+$400K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$201K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$162K |
Top Sellers
XTL Hedge Fund Activity: Q4 2023 in Review
35 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2023, worth a combined $28M — up 6.4% from $26.3M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of XTL and 5 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 8 added.
The largest buyer was Morgan Stanley, adding an estimated $3.18M. The largest seller was Waldron Private Wealth, exiting entirely with an estimated $3.51M sold.
- 35 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2023, down from 41 in Q3 2023.
- Funds reported $28M of State Street SPDR S&P Telecom ETF stock for Q4 2023, up 6.4% quarter-over-quarter.
- 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2023 and 11 closed out, a net change of -6 holders.
- The largest State Street SPDR S&P Telecom ETF buyer in Q4 2023 was Morgan Stanley, an estimated $3.18M added.
- The largest State Street SPDR S&P Telecom ETF seller in Q4 2023 was Waldron Private Wealth, an estimated $3.51M sold.
Based on aggregated 13F filings for Q4 2023.