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State Street SPDR S&P Telecom ETF

40 hedge funds and large institutions have $31.9M invested in State Street SPDR S&P Telecom ETF in 2022 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

30% more capital invested

Capital invested by funds: $24.6M → $31.9M (+$7.36M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

0.1% less ownership

Funds ownership: 44.9%44.79% (-0.1%)

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
4
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.23M +$2.67M +32,205 +101%
WPW
2
Waldron Private Wealth
Pennsylvania
$3.8M
CIBC World Market
3
CIBC World Market
Ontario, Canada
$2.86M +$2.9M +35,083 New
Bank of America
4
Bank of America
North Carolina
$2.68M +$2.23M +26,954 +457%
LPL Financial
5
LPL Financial
California
$2.47M +$230K +2,780 +10%
FMTCOCP
6
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.37M +$23.4K +283 +1%
RJA
7
Raymond James & Associates
Florida
$1.84M -$164K -1,985 -8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.72M -$42.4K -512 -2%
MCC
9
Money Concepts Capital
Florida
$1.12M +$21.9K +265 +2%
LOIM
10
Liberty One Investment Management
Illinois
$1.1M +$13.8K +167 +1%
UBS Group
11
UBS Group
Switzerland
$1.02M +$351K +4,246 +51%
GVAG
12
Great Valley Advisor Group
Delaware
$885K +$897K +10,833 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$726K +$622K +7,511 +547%
WG
14
Welch Group
Alabama
$703K +$713K +8,615 New
Goldman Sachs
15
Goldman Sachs
New York
$624K -$804K -9,711 -56%
JP Morgan Chase
16
JP Morgan Chase
New York
$500K +$66.8K +807 +15%
AAS
17
Ameritas Advisory Services
Nebraska
$388K +$131K +1,583 +50%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$386K +$9.6K +116 +3%
Osaic Holdings
19
Osaic Holdings
Arizona
$298K +$73.3K +886 +32%
AWS
20
AJ Wealth Strategies
New York
$288K +$292K +3,526 New
PSF
21
Pacific Sun Financial
California
$283K -$5.79K -70 -2%
CHC
22
City Holding Co
West Virginia
$180K
AssetMark Inc
23
AssetMark Inc
California
$158K +$20.4K +246 +15%
PWMG
24
Prestige Wealth Management Group
New Jersey
$85.4K
FFL
25
Financial Freedom LLC
Ohio
$61.7K +$62.7K +757 New

XTL Hedge Fund Activity: Q4 2022 in Review

40 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2022, worth a combined $31.9M — up 30% from $24.6M a quarter earlier.

Fund positioning in XTL was balanced in Q4 2022: 8 funds opened new positions, 8 closed out, 13 added to existing stakes and 4 trimmed.

The largest buyer was CIBC World Market, opening a new position worth an estimated $2.9M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $1.84M sold.

  • 40 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $31.9M of State Street SPDR S&P Telecom ETF stock for Q4 2022, up 30% quarter-over-quarter.
  • 8 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2022 and 8 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2022 was CIBC World Market, an estimated $2.9M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2022 was Raymond James Financial Services Advisors, an estimated $1.84M sold.

Based on aggregated 13F filings for Q4 2022.