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State Street SPDR S&P Telecom ETF

43 hedge funds and large institutions have $40.5M invested in State Street SPDR S&P Telecom ETF in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $38.2M → $40.5M (+$2.29M)

2.97% less ownership

Funds ownership: 48.35%45.39% (-3%)

10% less funds holding

Funds holding: 4843 (-5)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
43
Holders Change
-5
Holders Change %
-10.42%
% of All Funds
0.66%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
15
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1
Advisors Capital Management
New Jersey
$8.44M +$8.18M +82,949 New
WPW
2
Waldron Private Wealth
Pennsylvania
$5.04M
Morgan Stanley
3
Morgan Stanley
New York
$4.3M -$3.76M -38,186 -47%
FMTCOCP
4
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.63M +$30.1K +305 +1%
LPL Financial
5
LPL Financial
California
$2.42M -$3.43M -34,786 -59%
Goldman Sachs
6
Goldman Sachs
New York
$2.34M
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.28M -$147K -1,492 -6%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.92M +$851K +8,631 +84%
LOIM
9
Liberty One Investment Management
Illinois
$1.32M -$7.98K -81 -0.6%
Citadel Advisors
10
Citadel Advisors
Florida
$1.29M +$295K +2,991 +31%
Bank of America
11
Bank of America
North Carolina
$1.17M -$24.7K -251 -2%
UBS Group
12
UBS Group
Switzerland
$785K +$143K +1,451 +23%
SB
13
Simmons Bank
Arkansas
$751K +$106K +1,080 +17%
RJA
14
Raymond James & Associates
Florida
$746K +$289K +2,932 +67%
Stifel Financial
15
Stifel Financial
Missouri
$628K -$21.8K -221 -3%
TRCT
16
Tower Research Capital (TRC)
New York
$618K +$52.3K +531 +10%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$436K -$3.15K -32 -0.7%
AAS
18
Ameritas Advisory Services
Nebraska
$395K +$383K +3,885 New
JP Morgan Chase
19
JP Morgan Chase
New York
$384K
PSF
20
Pacific Sun Financial
California
$344K -$9.86K -100 -3%
GIA
21
Gladstone Institutional Advisory
Florida
$318K +$308K +3,122 New
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$283K +$10.9K +111 +4%
PAG
23
Private Advisor Group
New Jersey
$253K +$33.2K +337 +16%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$232K +$1.18K +12 +0.5%
AAP
25
Arax Advisory Partners
Colorado
$225K

XTL Hedge Fund Activity: Q4 2021 in Review

43 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2021, worth a combined $40.5M — up 6% from $38.2M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XTL and 5 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 12 added.

The largest buyer was Advisors Capital Management, opening a new position worth an estimated $8.18M. The largest seller was Morgan Stanley, cutting an estimated $3.76M.

  • 43 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2021, down from 48 in Q3 2021.
  • Funds reported $40.5M of State Street SPDR S&P Telecom ETF stock for Q4 2021, up 6% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2021 and 9 closed out, a net change of -4 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2021 was Advisors Capital Management, an estimated $8.18M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2021 was Morgan Stanley, an estimated $3.76M sold.

Based on aggregated 13F filings for Q4 2021.