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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
226
Wolverine Trading
Illinois
$1.43M -$675K -9,527 -30%
MYIA
227
Mount Yale Investment Advisors
Colorado
$1.41M +$250K +3,524 +22%
TCOO
228
Trust Company of Oklahoma
Oklahoma
$1.36M -$57.3K -808 -4%
Chevy Chase Trust
229
Chevy Chase Trust
Maryland
$1.36M +$192K +2,708 +15%
PFO
230
Pathstone Family Office
New Jersey
$1.35M +$5.32K +75 +0.4%
UBG
231
United Bank (Georgia)
Georgia
$1.35M -$20.7K -292 -1%
BRWA
232
B. Riley Wealth Advisors
Florida
$1.35M +$14.7K +208 +1%
UF
233
Univest Financial
Pennsylvania
$1.34M +$1.47M +20,741 New
HJA
234
Hugh Johnson Advisors
New York
$1.33M +$1.42K +20 +0.1%
HCP
235
Holt Capital Partners
Texas
$1.33M +$184K +2,590 +14%
HCIA
236
Hochman Cole Investment Advisors
Illinois
$1.32M +$16.3K +230 +1%
CTB
237
Country Trust Bank
Illinois
$1.31M +$1.36M +19,214 +1,787%
PP
238
Patten & Patten
Tennessee
$1.3M -$27K -381 -2%
ZIG
239
Zurich Insurance Group
Switzerland
$1.3M +$1.43M +20,173 New
RSWM
240
Robertson Stephens Wealth Management
California
$1.29M +$1.42M +20,076 New
MUAMU
241
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.29M +$1.42M +20,000 New
DCM
242
Donaldson Capital Management
Indiana
$1.28M +$1.02M +14,392 +259%
WA
243
Winfield Associates
Ohio
$1.27M -$259K -3,650 -16%
DSAM
244
Dock Street Asset Management
Florida
$1.27M
ANB
245
Amarillo National Bank
Texas
$1.26M
Janus Henderson Group
246
Janus Henderson Group
United Kingdom
$1.25M
WTB
247
Washington Trust Bank
Washington
$1.25M +$1.14M +16,069 +485%
SFS
248
Sowell Financial Services
Arkansas
$1.25M +$1.37M +19,390 New
CCT
249
Chemung Canal Trust
New York
$1.21M -$668K -9,425 -33%
MAM
250
Marquette Asset Management
Minnesota
$1.2M

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.