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State Street SPDR S&P Telecom ETF

48 hedge funds and large institutions have $99.9M invested in State Street SPDR S&P Telecom ETF in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 7 increasing their positions, 16 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,700% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 1

85% more capital invested

Capital invested by funds: $54.1M → $99.9M (+$45.8M)

50% more funds holding

Funds holding: 3248 (+16)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13.85% more ownership

Funds ownership: 53.79%67.65% (+14%)

56% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 16

Holders
48
Holders Change
+16
Holders Change %
+50%
% of All Funds
0.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
7
Reduced
16
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NHFG
1
New Harbor Financial Group
Massachusetts
$13.5M -$261K -2,472 -2%
FFO
2
Fiduciary Family Office
Florida
$13.5M +$13.4M +126,479 New
PAG
3
Private Advisor Group
New Jersey
$10.9M +$10.7M +101,478 New
LPL Financial
4
LPL Financial
California
$10.4M +$7.5M +70,873 +269%
Morgan Stanley
5
Morgan Stanley
New York
$9.82M +$1.73M +16,347 +22%
Goldman Sachs
6
Goldman Sachs
New York
$5.89M +$4.54M +42,905 +355%
SA
7
SFI Advisors
New Jersey
$5.87M -$114K -1,080 -2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.82M -$202K -1,912 -5%
Raymond James Financial
9
Raymond James Financial
Florida
$3.43M +$3.38M +31,998 New
BCI
10
Blue Capital Inc
Nebraska
$2.3M +$2.27M +21,446 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$2.04M -$7.51K -71 -0.4%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.85M +$1.83M +17,260 New
Bank of America
13
Bank of America
North Carolina
$1.8M -$427K -4,036 -19%
EH
14
Equitable Holdings
New York
$1.57M +$1.56M +14,714 New
LOIM
15
Liberty One Investment Management
Illinois
$1.54M -$27.9K -264 -2%
FMTCOCP
16
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.3M -$126K -1,193 -9%
SPIA
17
Steward Partners Investment Advisory
New York
$1.24M -$1.34M -12,705 -52%
RAS
18
RPS Advisory Solutions
Kentucky
$1.17M +$1.15M +10,891 New
FEM
19
Fulcrum Equity Management
Texas
$885K +$875K +8,272 New
JP Morgan Chase
20
JP Morgan Chase
New York
$872K -$2.86K -27 -0.3%
Citigroup
21
Citigroup
New York
$614K +$4.34K +41 +0.7%
KFS
22
Kaizen Financial Strategies
California
$579K +$255K +2,410 +80%
RBFC
23
Roman Butler Fullerton & Co
Missouri
$541K -$31.6K -299 -5%
PCA
24
Prosperity Capital Advisors
Ohio
$526K +$519K +4,911 New
WC
25
Westwind Capital
New Mexico
$524K +$518K +4,900 New

XTL Hedge Fund Activity: Q4 2024 in Review

48 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P Telecom ETF (XTL) for Q4 2024, worth a combined $99.9M — up 85% from $54.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new XTL positions and 1 closed out — a net gain of 17 holders — while 7 added to existing stakes and 16 trimmed.

The largest buyer was Fiduciary Family Office, opening a new position worth an estimated $13.4M. The largest seller was Susquehanna International Group, cutting an estimated $2.01M.

  • 48 institutional investors held State Street SPDR S&P Telecom ETF (XTL) as of Q4 2024, up from 32 in Q3 2024.
  • Funds reported $99.9M of State Street SPDR S&P Telecom ETF stock for Q4 2024, up 85% quarter-over-quarter.
  • 18 funds opened new State Street SPDR S&P Telecom ETF positions in Q4 2024 and 1 closed out, a net change of +17 holders.
  • The largest State Street SPDR S&P Telecom ETF buyer in Q4 2024 was Fiduciary Family Office, an estimated $13.4M added.
  • The largest State Street SPDR S&P Telecom ETF seller in Q4 2024 was Susquehanna International Group, an estimated $2.01M sold.

Based on aggregated 13F filings for Q4 2024.