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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
FAIM
251
Financial Advocates Investment Management
Washington
$1.19M -$987K -13,928 -43%
Marshall Wace
252
Marshall Wace
United Kingdom
$1.19M -$365K -5,152 -22%
FAAS
253
First Allied Advisory Services
California
$1.18M -$2.05M -28,897 -61%
BWM
254
BigSur Wealth Management
Florida
$1.18M
CRC
255
Curi RMB Capital
Illinois
$1.17M -$386K -5,450 -23%
LWM
256
Lyell Wealth Management
California
$1.16M -$14.5K -205 -1%
Jones Financial Companies
257
Jones Financial Companies
Missouri
$1.12M +$1.23M +17,387 New
MCM
258
Maryland Capital Management
Maryland
$1.1M +$998K +14,086 +470%
BF
259
BOK Financial
Oklahoma
$1.09M +$860K +12,136 +250%
AIM
260
Advantage Investment Management
Iowa
$1.09M +$462K +6,514 +63%
NB
261
NBT Bank
New York
$1.08M -$36.9K -520 -3%
CA
262
Commerzbank Aktiengesellschaft
Germany
$1.07M +$1.18M +16,670 New
WCM
263
Windsor Capital Management
Arizona
$1.07M -$12K -170 -1%
MBT
264
Monroe Bank & Trust
Michigan
$1.06M -$48.7K -687 -4%
ABC
265
Associated Banc-Corp
Wisconsin
$1.06M +$992 +14 +0.1%
FSA
266
Financial Sense Advisors
California
$1.04M -$15.7K -221 -1%
WBG
267
Wharton Business Group
Pennsylvania
$1.03M -$135K -1,905 -11%
HF
268
HRT Financial
New York
$1.02M +$1.12M +15,837 New
CHA
269
Cedar Hill Associates
Illinois
$1.02M +$1.12M +15,790 New
SP
270
Successful Portfolios
Florida
$1.01M -$18K -254 -2%
CI
271
Cavalier Investments
Georgia
$1M -$12M -168,947 -92%
BPC
272
Banque Pictet & Cie
Switzerland
$998K
SSB
273
Sandy Spring Bank
Maryland
$982K -$37.6K -530 -3%
CCMD
274
Cypress Capital Management (Delaware)
Delaware
$982K
GCMG
275
Gyroscope Capital Management Group
Florida
$974K -$62.8K -886 -6%

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.