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State Street SPDR S&P Telecom ETF

40 hedge funds and large institutions have $25.5M invested in State Street SPDR S&P Telecom ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

14% more funds holding

Funds holding: 3540 (+5)

0.82% less ownership

Funds ownership: 44.88%44.06% (-0.82%)

9% less capital invested

Capital invested by funds: $28M → $25.5M (-$2.48M)

Holders
40
Holders Change
+5
Holders Change %
+14.29%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$3.58M +$549K +7,173 +17%
RJA
2
Raymond James & Associates
Florida
$2.58M +$4.36K +57 +0.2%
Morgan Stanley
3
Morgan Stanley
New York
$2.56M -$3.29M -42,946 -55%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$2.4M +$2.47M +32,330 New
CAN
5
Cetera Advisor Networks
California
$2.33M +$2.18M +28,543 +1,004%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.49M -$54.6K -714 -3%
SPIA
7
Steward Partners Investment Advisory
New York
$1.42M -$244K -3,190 -14%
Bank of America
8
Bank of America
North Carolina
$1.35M +$52.9K +691 +4%
FMTCOCP
9
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.14M -$136K -1,777 -10%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.02M +$266K +3,473 +34%
LOIM
11
Liberty One Investment Management
Illinois
$989K -$15.1K -198 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$603K +$9.03K +118 +1%
UBS Group
13
UBS Group
Switzerland
$594K +$10.3K +135 +2%
Citadel Advisors
14
Citadel Advisors
Florida
$534K -$115K -1,507 -17%
WPW
15
Waldron Private Wealth
Pennsylvania
$533K +$549K +7,174 New
JP Morgan Chase
16
JP Morgan Chase
New York
$494K -$101K -1,318 -17%
PCH
17
PGIM Custom Harvest
New Jersey
$441K +$19.9K +260 +5%
Osaic Holdings
18
Osaic Holdings
Arizona
$439K +$107K +1,397 +31%
PSF
19
Pacific Sun Financial
California
$228K -$765 -10 -0.3%
LPL Financial
20
LPL Financial
California
$207K -$2.75M -35,898 -93%
CIA
21
Cape Investment Advisory
Georgia
$159K +$37.3K +487 +29%
PWMG
22
Prestige Wealth Management Group
New Jersey
$105K +$22.3K +291 +26%
CHC
23
City Holding Co
West Virginia
$96.5K -$18.7K -245 -16%
FFL
24
Financial Freedom LLC
Ohio
$56.8K +$153 +2 +0.3%
PA
25
Parallel Advisors
California
$37.1K +$11.5K +150 +43%

XTL Hedge Fund Activity: Q1 2024 in Review

40 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q1 2024, worth a combined $25.5M — down 8.8% from $28M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new XTL positions and 2 closed out — a net gain of 5 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $2.47M. The largest seller was Morgan Stanley, cutting an estimated $3.29M.

  • 40 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q1 2024, up from 35 in Q4 2023.
  • Funds reported $25.5M of State Street SPDR S&P Telecom ETF stock for Q1 2024, down 8.8% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P Telecom ETF positions in Q1 2024 and 2 closed out, a net change of +5 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $2.47M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q1 2024 was Morgan Stanley, an estimated $3.29M sold.

Based on aggregated 13F filings for Q1 2024.