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State Street SPDR S&P Telecom ETF

34 hedge funds and large institutions have $21.7M invested in State Street SPDR S&P Telecom ETF in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

3% more capital invested

Capital invested by funds: $21.1M → $21.7M (+$663K)

0.91% more ownership

Funds ownership: 43.16%44.08% (+0.91%)

3% less funds holding

Funds holding: 3534 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
34
Holders Change
-1
Holders Change %
-2.86%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$3.59M +$1.24M +17,130 +47%
WPW
2
Waldron Private Wealth
Pennsylvania
$3.34M
Morgan Stanley
3
Morgan Stanley
New York
$3.24M +$652K +9,004 +23%
LPL Financial
4
LPL Financial
California
$2.98M +$1.44M +19,924 +82%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.67M +$167K +2,300 +10%
Bank of America
6
Bank of America
North Carolina
$1.23M -$64.9K -895 -5%
LOIM
7
Liberty One Investment Management
Illinois
$1.07M -$6.81K -94 -0.6%
UBS Group
8
UBS Group
Switzerland
$829K -$18K -249 -2%
FMTCOCP
9
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$727K -$31.5K -435 -4%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$624K -$878K -12,124 -57%
Stifel Financial
11
Stifel Financial
Missouri
$366K +$8.04K +111 +2%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$308K +$93.7K +1,293 +40%
PSF
13
Pacific Sun Financial
California
$297K
JP Morgan Chase
14
JP Morgan Chase
New York
$289K -$6.81K -94 -2%
PFO
15
Pathstone Family Office
New Jersey
$258K
APWM
16
Atlas Private Wealth Management
New York
$250K +$3.98K +55 +2%
CHC
17
City Holding Co
West Virginia
$245K -$3.62K -50 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$183K +$35.2K +486 +22%
AF
19
Arrow Financial
New York
$79K -$7.25K -100 -8%
GRP
20
Global Retirement Partners
California
$29K
PA
21
Parallel Advisors
California
$24K
Fifth Third Bancorp
22
Fifth Third Bancorp
Ohio
$20K
AssetMark Inc
23
AssetMark Inc
California
$15K +$16.5K +228 New
Citigroup
24
Citigroup
New York
$14K +$3.12K +43 +27%
William Blair & Company
25
William Blair & Company
Illinois
$12K

XTL Hedge Fund Activity: Q3 2020 in Review

34 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q3 2020, worth a combined $21.7M — up 3.1% from $21.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of XTL and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 9 added.

The largest buyer was LPL Financial, adding an estimated $1.44M. The largest seller was Susquehanna International Group, cutting an estimated $878K.

  • 34 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q3 2020, down from 35 in Q2 2020.
  • Funds reported $21.7M of State Street SPDR S&P Telecom ETF stock for Q3 2020, up 3.1% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Telecom ETF positions in Q3 2020 and 5 closed out, a net change of -1 holder.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q3 2020 was LPL Financial, an estimated $1.44M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q3 2020 was Susquehanna International Group, an estimated $878K sold.

Based on aggregated 13F filings for Q3 2020.