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State Street SPDR S&P Telecom ETF

41 hedge funds and large institutions have $26.3M invested in State Street SPDR S&P Telecom ETF in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

7% less funds holding

Funds holding: 4441 (-3)

29% less capital invested

Capital invested by funds: $37M → $26.3M (-$10.7M)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

34.2% less ownership

Funds ownership: 76.54%42.34% (-34%)

Holders
41
Holders Change
-3
Holders Change %
-6.82%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
15
Reduced
8
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WPW
1
Waldron Private Wealth
Pennsylvania
$3.84M
Morgan Stanley
2
Morgan Stanley
New York
$3.62M -$6.36K -85 -0.2%
LPL Financial
3
LPL Financial
California
$2.84M +$160K +2,138 +6%
FMTCOCP
4
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.13M -$132K -1,761 -6%
IMC Chicago
5
IMC Chicago
Illinois
$1.83M +$858K +11,470 +94%
RJA
6
Raymond James & Associates
Florida
$1.7M -$24.7K -330 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.62M -$25.5K -341 -2%
Bank of America
8
Bank of America
North Carolina
$1.42M +$346K +4,628 +34%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.27M +$502K +6,714 +69%
LOIM
10
Liberty One Investment Management
Illinois
$1.1M +$39.7K +531 +4%
UBS Group
11
UBS Group
Switzerland
$683K -$190K -2,538 -22%
Goldman Sachs
12
Goldman Sachs
New York
$580K -$12.7K -170 -2%
JP Morgan Chase
13
JP Morgan Chase
New York
$525K +$39.4K +527 +8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$359K +$85.1K +1,138 +33%
MML Investors Services
15
MML Investors Services
Massachusetts
$310K +$1.2K +16 +0.4%
Osaic Holdings
16
Osaic Holdings
Arizona
$289K +$24.4K +326 +10%
PSF
17
Pacific Sun Financial
California
$280K +$258K +3,455 New
AWS
18
AJ Wealth Strategies
New York
$274K
PAG
19
Private Advisor Group
New Jersey
$261K -$51.4K -688 -17%
Jane Street
20
Jane Street
New York
$242K +$233K +3,114 New
SPIA
21
Steward Partners Investment Advisory
New York
$229K +$220K +2,948 New
Citadel Advisors
22
Citadel Advisors
Florida
$221K +$213K +2,848 New
CHC
23
City Holding Co
West Virginia
$144K -$26.2K -350 -16%
CIA
24
Cape Investment Advisory
Georgia
$116K +$18.8K +252 +20%
PWMG
25
Prestige Wealth Management Group
New Jersey
$79.2K +$3.21K +43 +4%

XTL Hedge Fund Activity: Q2 2023 in Review

41 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q2 2023, worth a combined $26.3M — down 29% from $37M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of XTL and 6 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 15 added.

The largest buyer was IMC Chicago, adding an estimated $858K. The largest seller was Money Concepts Capital, exiting entirely with an estimated $10.5M sold.

  • 41 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q2 2023, down from 44 in Q1 2023.
  • Funds reported $26.3M of State Street SPDR S&P Telecom ETF stock for Q2 2023, down 29% quarter-over-quarter.
  • 6 funds opened new State Street SPDR S&P Telecom ETF positions in Q2 2023 and 9 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q2 2023 was IMC Chicago, an estimated $858K added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q2 2023 was Money Concepts Capital, an estimated $10.5M sold.

Based on aggregated 13F filings for Q2 2023.