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State Street SPDR S&P Telecom ETF
XTL

35 hedge funds and large institutions have $24.9M invested in State Street SPDR S&P Telecom ETF in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less capital invested

Capital invested by funds: $26.3M → $24.9M (-$1.42M)

6.47% less ownership

Funds ownership: 46.39% → 39.92% (-6.5%)

15% less funds holding

Funds holding: 41 → 35 (-6)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

Holders
35
Holders Change
-6
Holders Change %
-14.63%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
8
Reduced
10
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SA
SFI Advisors
New Jersey
+$2.9M
2
Morgan Stanley
Morgan Stanley
New York
+$451K
3
PCH
PGIM Custom Harvest
New Jersey
+$400K
4
CAN
Cetera Advisor Networks
California
+$201K
5
SPIA
Steward Partners Investment Advisory
New York
+$162K

Top Sellers

Rank Fund Capital Flow
1
WPW
Waldron Private Wealth
Pennsylvania
-$3.51M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.09M
3
FMTCOCP
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
-$777K
4
FSA
Financial Services Advisory
Maryland
-$774K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$395K

XTL Hedge Fund Activity: Q4 2023 in Review

35 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2023, worth a combined $24.9M — down 5.4% from $26.3M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of XTL and 5 opened new positions — a net loss of 6 holders — while 10 trimmed existing stakes and 8 added.

The largest buyer was SFI Advisors, opening a new position worth an estimated $2.9M. The largest seller was Waldron Private Wealth, exiting entirely with an estimated $3.51M sold.

  • 35 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2023, down from 41 in Q3 2023.
  • Funds reported $24.9M of State Street SPDR S&P Telecom ETF stock for Q4 2023, down 5.4% quarter-over-quarter.
  • 5 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2023 and 11 closed out, a net change of -6 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2023 was SFI Advisors, an estimated $2.9M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2023 was Waldron Private Wealth, an estimated $3.51M sold.

Based on aggregated 13F filings for Q4 2023.