We are live on ! Find out more
XTL icon

State Street SPDR S&P Telecom ETF

48 hedge funds and large institutions have $38.2M invested in State Street SPDR S&P Telecom ETF in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

4% more funds holding

Funds holding: 4648 (+2)

0.82% more ownership

Funds ownership: 47.53%48.35% (+0.82%)

6% less capital invested

Capital invested by funds: $40.6M → $38.2M (-$2.35M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
10
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.67M +$391K +3,946 +5%
LPL Financial
2
LPL Financial
California
$5.59M +$3.22M +32,504 +125%
WPW
3
Waldron Private Wealth
Pennsylvania
$4.72M
FMTCOCP
4
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.43M -$126K -1,275 -5%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.28M -$429K -4,323 -15%
Goldman Sachs
6
Goldman Sachs
New York
$2.19M
IMC Chicago
7
IMC Chicago
Illinois
$2.14M +$1.17M +11,780 +111%
LOIM
8
Liberty One Investment Management
Illinois
$1.25M -$42.6K -430 -3%
Bank of America
9
Bank of America
North Carolina
$1.13M -$1.52M -15,364 -57%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$979K -$47.3K -477 -4%
Citadel Advisors
11
Citadel Advisors
Florida
$929K -$1.21M -12,171 -56%
Stifel Financial
12
Stifel Financial
Missouri
$610K -$154K -1,555 -20%
SB
13
Simmons Bank
Arkansas
$601K +$185K +1,865 +42%
UBS Group
14
UBS Group
Switzerland
$598K +$4.26K +43 +0.7%
GWM
15
Geneos Wealth Management
Colorado
$582K +$600K +6,056 New
TRCT
16
Tower Research Capital (TRC)
New York
$529K +$9.52K +96 +2%
RJA
17
Raymond James & Associates
Florida
$420K +$437K +4,404 New
JMPWA
18
JP Morgan Private Wealth Advisors
California
$412K -$380K -3,835 -47%
AIC
19
Ameritas Investment Company
Nebraska
$392K +$231K +2,334 +131%
JP Morgan Chase
20
JP Morgan Chase
New York
$360K +$21.8K +220 +6%
PSF
21
Pacific Sun Financial
California
$332K +$345K +3,480 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$255K -$181K -1,830 -41%
CA
23
Cetera Advisors
Colorado
$253K +$263K +2,654 New
Osaic Holdings
24
Osaic Holdings
Arizona
$239K -$174K -1,760 -41%
CHC
25
City Holding Co
West Virginia
$237K -$29.7K -300 -11%

XTL Hedge Fund Activity: Q3 2021 in Review

48 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q3 2021, worth a combined $38.2M — down 5.8% from $40.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new XTL positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 19 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.22M. The largest seller was Bank of America, cutting an estimated $1.52M.

  • 48 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q3 2021, up from 46 in Q2 2021.
  • Funds reported $38.2M of State Street SPDR S&P Telecom ETF stock for Q3 2021, down 5.8% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q3 2021 and 3 closed out, a net change of +2 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q3 2021 was LPL Financial, an estimated $3.22M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q3 2021 was Bank of America, an estimated $1.52M sold.

Based on aggregated 13F filings for Q3 2021.