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State Street SPDR S&P Telecom ETF

32 hedge funds and large institutions have $54.1M invested in State Street SPDR S&P Telecom ETF in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more capital invested

Capital invested by funds: $25.1M → $54.1M (+$29M)

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

12.11% more ownership

Funds ownership: 41.68%53.79% (+12%)

11% less funds holding

Funds holding: 3632 (-4)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.46%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
11
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NHFG
1
New Harbor Financial Group
Massachusetts
$13M +$11.5M +128,951 New
Morgan Stanley
2
Morgan Stanley
New York
$7.58M +$3.72M +41,564 +123%
SA
3
SFI Advisors
New Jersey
$5.62M +$154K +1,718 +3%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.79M +$9.48K +106 +0.3%
RJA
5
Raymond James & Associates
Florida
$3.12M -$464K -5,191 -14%
LPL Financial
6
LPL Financial
California
$2.65M +$2.08M +23,276 +750%
SPIA
7
Steward Partners Investment Advisory
New York
$2.45M +$255K +2,847 +13%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$2.24M +$467K +5,228 +31%
Bank of America
9
Bank of America
North Carolina
$2.09M +$293K +3,281 +19%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.93M -$62.1K -695 -4%
LOIM
11
Liberty One Investment Management
Illinois
$1.48M -$27.4K -307 -2%
FMTCOCP
12
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.34M -$175K -1,960 -13%
Goldman Sachs
13
Goldman Sachs
New York
$1.22M +$719K +8,037 +198%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$939K +$569K +6,359 +214%
JP Morgan Chase
15
JP Morgan Chase
New York
$822K +$3.93K +44 +0.5%
WPW
16
Waldron Private Wealth
Pennsylvania
$722K
Citigroup
17
Citigroup
New York
$573K +$509K +5,698 New
RBFC
18
Roman Butler Fullerton & Co
Missouri
$553K +$489K +5,467 New
UBS Group
19
UBS Group
Switzerland
$495K -$242K -2,701 -35%
PCH
20
PGIM Custom Harvest
New Jersey
$355K -$1.79K -20 -0.6%
KFS
21
Kaizen Financial Strategies
California
$302K +$268K +3,000 New
PSF
22
Pacific Sun Financial
California
$294K -$17K -190 -6%
CIA
23
Cape Investment Advisory
Georgia
$184K -$13K -145 -7%
PWMG
24
Prestige Wealth Management Group
New Jersey
$142K
CHC
25
City Holding Co
West Virginia
$103K

XTL Hedge Fund Activity: Q3 2024 in Review

32 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q3 2024, worth a combined $54.1M — up 116% from $25.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of XTL and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 11 added.

The largest buyer was New Harbor Financial Group, opening a new position worth an estimated $11.5M. The largest seller was Citadel Advisors, exiting entirely with an estimated $650K sold.

  • 32 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q3 2024, down from 36 in Q2 2024.
  • Funds reported $54.1M of State Street SPDR S&P Telecom ETF stock for Q3 2024, up 116% quarter-over-quarter.
  • 4 funds opened new State Street SPDR S&P Telecom ETF positions in Q3 2024 and 7 closed out, a net change of -3 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q3 2024 was New Harbor Financial Group, an estimated $11.5M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q3 2024 was Citadel Advisors, an estimated $650K sold.

Based on aggregated 13F filings for Q3 2024.