We are live on ! Find out more
XTL icon

State Street SPDR S&P Telecom ETF
XTL

40 hedge funds and large institutions have $25.5M invested in State Street SPDR S&P Telecom ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

14% more funds holding

Funds holding: 35 → 40 (+5)

0.82% less ownership

Funds ownership: 44.88% → 44.06% (-0.82%)

9% less capital invested

Capital invested by funds: $28M → $25.5M (-$2.48M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
13
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.47M
2
CAN
Cetera Advisor Networks
California
+$2.18M
3
WPW
Waldron Private Wealth
Pennsylvania
+$549K
4
SA
SFI Advisors
New Jersey
+$549K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$266K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$3.29M
2
LPL Financial
LPL Financial
California
-$2.75M
3
SPIA
Steward Partners Investment Advisory
New York
-$244K
4
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$136K
5
Citadel Advisors
Citadel Advisors
Florida
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
26
AssetMark Inc
California
$26.4K – – –
S
27
SignatureFD
Georgia
$22.9K – – –
Comerica Bank
28
Comerica Bank
Texas
$13.7K – – –
William Blair & Company
29
William Blair & Company
Illinois
$13.3K – – –
GEA
30
Glen Eagle Advisors
New Jersey
$9.28K – – –
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$8.02K +$8.26K +108 New
NFSG
32
Newbridge Financial Services Group
Florida
$5.79K – – –
AF
33
Arrow Financial
New York
$5.2K – – –
RIA
34
Realta Investment Advisors
Delaware
$5.05K +$5.2K +68 New
BFEC
35
Benjamin F. Edwards & Company
Missouri
$5K – – –
SWM
36
Spire Wealth Management
Virginia
$4.23K – – –
HCP
37
Hexagon Capital Partners
Arkansas
$2.45K – – –
ACA
38
Aptus Capital Advisors
Alabama
$2.08K +$2.14K +28 New
GWANC
39
Guardian Wealth Advisors (North Carolina)
North Carolina
$2.08K +$2.14K +28 New
NS
40
NBC Securities
Alabama
$1K +$689 +9 New
LIWM
41
Long Island Wealth Management
New York
– -$65K -814 Closed
GRP
42
Global Retirement Partners
California
– -$23.5K -300 Closed
1
2

XTL Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2024, worth a combined $25.5M — down 8.8% from $28M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XTL positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.47M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 40 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $25.5M of State Street SPDR S&P Telecom ETF stock for Q1 2024, down 8.8% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.47M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q1 2024.