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State Street Industrial Select Sector SPDR ETF

410 hedge funds and large institutions have $7.23B invested in State Street Industrial Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 42

13% more funds holding

Funds holding: 363410 (+47)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

1% less capital invested

Capital invested by funds: $7.32B → $7.23B (-$92.3M)

7.22% less ownership

Funds ownership: 85.03%77.81% (-7.2%)

72% less call options, than puts

Call options by funds: $223M | Put options by funds: $804M

Holders
410
Holders Change
+47
Holders Change %
+12.95%
% of All Funds
10.93%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.85%
New
95
Increased
140
Reduced
127
Closed
42
Calls
$223M
Puts
$804M
Net Calls
-$581M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
226
Marquette Asset Management
Minnesota
$878K
SIA
227
Spruce Investment Advisors
Connecticut
$853K -$15.1M -274,179 -95%
BRWM
228
B. Riley Wealth Management
Tennessee
$814K +$123K +2,245 +18%
NES
229
New England Securities
New York
$801K -$126K -2,289 -14%
LA
230
Lynch & Associates
Indiana
$797K
AGA
231
Accuvest Global Advisors
Utah
$792K +$769K +14,000 New
PAI
232
Pittenger & Anderson Inc
Nebraska
$791K +$22K +400 +3%
WA
233
Winfield Associates
Ohio
$789K -$39.1K -711 -5%
VFA
234
Virtus Fund Advisers
Connecticut
$775K -$2.97K -54 -0.4%
SFT
235
Simmons First Trust
Arkansas
$758K +$737K +13,406 New
N
236
Nuveen
North Carolina
$747K -$1.76M -32,000 -71%
DG
237
Davidson & Garrard
Virginia
$726K -$83.8K -1,525 -11%
FMBTD
238
First Midwest Bank Trust Division
Illinois
$726K +$4.4K +80 +0.6%
HCP
239
Holt Capital Partners
Texas
$722K -$5.5K -100 -0.8%
BCM
240
Boltwood Capital Management
California
$710K +$5.5K +100 +0.8%
FIG
241
Fusion Investment Group
Pennsylvania
$696K +$392K +7,142 +138%
SIMM
242
Stillwater Investment Management (Minnesota)
Minnesota
$694K +$3.68K +67 +0.5%
PFA
243
Paradigm Financial Advisors
Missouri
$689K -$21.4K -389 -3%
ACM
244
Argentus Capital Management
Texas
$686K +$666K +12,125 New
Walleye Trading
245
Walleye Trading
New York
$684K +$664K +12,090 New
CASB
246
Cape Ann Savings Bank
Massachusetts
$669K -$25.4K -462 -4%
SCM
247
Southport Capital Management
Tennessee
$667K
EC
248
Estate Counselors
Wisconsin
$662K
WIC
249
Woodmont Investment Counsel
Tennessee
$648K -$288K -5,250 -31%
OIA
250
Optimum Investment Advisors
Illinois
$640K +$1.1M +20,020 +1,526%

XLI Hedge Fund Activity: Q4 2014 in Review

410 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2014, worth a combined $7.23B — down 1.3% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 42 closed out — a net gain of 53 holders — while 140 added to existing stakes and 127 trimmed.

The largest buyer was Churchill Management, adding an estimated $134M. The largest seller was Euclid Advisors, exiting entirely with an estimated $557M sold.

  • 410 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2014, up from 363 in Q3 2014.
  • Funds reported $7.23B of State Street Industrial Select Sector SPDR ETF stock for Q4 2014, down 1.3% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2014 and 42 closed out, a net change of +53 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2014 was Churchill Management, an estimated $134M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2014 was Euclid Advisors, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2014.