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State Street SPDR S&P Telecom ETF

36 hedge funds and large institutions have $25.1M invested in State Street SPDR S&P Telecom ETF in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less capital invested

Capital invested by funds: $25.5M → $25.1M (-$435K)

2.38% less ownership

Funds ownership: 44.06%41.68% (-2.4%)

10% less funds holding

Funds holding: 4036 (-4)

23% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
36
Holders Change
-4
Holders Change %
-10%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1
SFI Advisors
New Jersey
$4.18M +$431K +5,916 +12%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
$2.89M +$378K +5,189 +16%
RJA
3
Raymond James & Associates
Florida
$2.79M +$99.2K +1,361 +4%
Morgan Stanley
4
Morgan Stanley
New York
$2.61M -$49.8K -683 -2%
SPIA
5
Steward Partners Investment Advisory
New York
$1.66M +$169K +2,319 +12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.53M -$18.3K -251 -1%
Bank of America
7
Bank of America
North Carolina
$1.35M -$47.6K -654 -4%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.32M +$242K +3,328 +24%
FMTCOCP
9
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.18M -$146 -2 -0%
LOIM
10
Liberty One Investment Management
Illinois
$1.16M +$120K +1,652 +12%
Citadel Advisors
11
Citadel Advisors
Florida
$650K +$90.5K +1,242 +17%
JP Morgan Chase
12
JP Morgan Chase
New York
$627K +$108K +1,477 +22%
UBS Group
13
UBS Group
Switzerland
$588K -$27.8K -381 -5%
WPW
14
Waldron Private Wealth
Pennsylvania
$554K
Goldman Sachs
15
Goldman Sachs
New York
$313K +$295K +4,052 New
PCH
16
PGIM Custom Harvest
New Jersey
$274K -$174K -2,387 -40%
PSF
17
Pacific Sun Financial
California
$240K +$2.48K +34 +1%
LPL Financial
18
LPL Financial
California
$239K +$23.2K +318 +11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$229K -$376K -5,159 -63%
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$183K +$173K +2,373 New
CIA
21
Cape Investment Advisory
Georgia
$152K -$12.5K -172 -8%
PWMG
22
Prestige Wealth Management Group
New Jersey
$109K
CHC
23
City Holding Co
West Virginia
$79.1K -$20K -275 -21%
Osaic Holdings
24
Osaic Holdings
Arizona
$51K -$383K -5,256 -89%
IAIM
25
International Assets Investment Management
Florida
$31.3K +$29.5K +405 New

XTL Hedge Fund Activity: Q2 2024 in Review

36 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q2 2024, worth a combined $25.1M — down 1.7% from $25.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of XTL and 3 opened new positions — a net loss of 3 holders — while 13 trimmed existing stakes and 10 added.

The largest buyer was SFI Advisors, adding an estimated $431K. The largest seller was Osaic Holdings, cutting an estimated $383K.

  • 36 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q2 2024, down from 40 in Q1 2024.
  • Funds reported $25.1M of State Street SPDR S&P Telecom ETF stock for Q2 2024, down 1.7% quarter-over-quarter.
  • 3 funds opened new State Street SPDR S&P Telecom ETF positions in Q2 2024 and 6 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q2 2024 was SFI Advisors, an estimated $431K added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q2 2024 was Osaic Holdings, an estimated $383K sold.

Based on aggregated 13F filings for Q2 2024.