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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
KeyBank National Association
226
KeyBank National Association
Ohio
$1.83M -$193K -2,597 -9%
VFA
227
Voya Financial Advisors
Connecticut
$1.79M -$98.6K -1,330 -5%
PA
228
Pinnacle Associates
New York
$1.76M +$68.2K +919 +4%
CRC
229
Curi RMB Capital
Illinois
$1.76M -$2.84M -38,283 -61%
BCM
230
Boltwood Capital Management
California
$1.74M -$74.5K -1,005 -4%
IA
231
IFG Advisory
Georgia
$1.74M -$23.5K -317 -1%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$1.69M -$46.6K -628 -3%
FNBOH
233
First National Bank of Hutchinson
Kansas
$1.69M -$16.7K -225 -0.9%
MC
234
Mathes Company
New York
$1.68M -$927K -12,500 -35%
AIP
235
ARS Investment Partners
New York
$1.64M -$44.3K -598 -3%
WA
236
Winfield Associates
Ohio
$1.64M -$7.42K -100 -0.4%
RFC
237
Regions Financial Corp
Alabama
$1.63M -$67.9K -915 -4%
BOTW
238
Bank of the West
California
$1.61M -$246K -3,318 -13%
Carson Wealth (CWM LLC)
239
Carson Wealth (CWM LLC)
Nebraska
$1.58M +$564K +7,601 +53%
WAM
240
Wolverine Asset Management
Illinois
$1.58M +$1.63M +22,034 New
TCOO
241
Trust Company of Oklahoma
Oklahoma
$1.57M +$26.8K +362 +2%
ECM
242
Exchange Capital Management
Michigan
$1.55M -$70.4K -949 -4%
BCA
243
Bray Capital Advisors
Florida
$1.53M +$54.5K +735 +4%
PFO
244
Pathstone Family Office
New Jersey
$1.5M +$3.56K +48 +0.2%
LCM
245
Lucas Capital Management
New Jersey
$1.49M +$153K +2,060 +11%
HJA
246
Hugh Johnson Advisors
New York
$1.48M
SB
247
Simmons Bank
Arkansas
$1.48M +$30.6K +412 +2%
CAC
248
Certified Advisory Corp
Florida
$1.46M +$780K +10,514 +44%
HCIA
249
Hochman Cole Investment Advisors
Illinois
$1.46M -$57.8K -779 -4%
DSAM
250
Dock Street Asset Management
Florida
$1.44M -$6.23K -84 -0.4%

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.