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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
KIG
276
Kessler Investment Group
Indiana
$518K -$8.63K -157 -2%
WTB
277
Washington Trust Bank
Washington
$502K +$328K +5,973 +206%
PSUF
278
People's United Financial
Connecticut
$501K
PP
279
Patten & Patten
Tennessee
$491K -$4.12K -75 -0.9%
LSA
280
L & S Advisors
California
$471K -$494K -8,982 -52%
RT
281
Rockland Trust
Massachusetts
$469K +$72.9K +1,326 +19%
GIM
282
Goelzer Investment Management
Indiana
$467K -$84K -1,529 -16%
EB
283
Eastern Bank
Massachusetts
$459K +$20.6K +374 +5%
AIM
284
Advantage Investment Management
Iowa
$449K +$436K +7,928 New
BFO
285
Boston Family Office
Massachusetts
$448K -$20.6K -375 -5%
FHA
286
First Horizon Advisors
Tennessee
$448K +$41.2K +750 +10%
BCFS
287
Butensky & Cohen Financial Security
Florida
$442K +$430K +7,820 New
RMDI
288
R.M. Davis Inc
Maine
$431K +$769 +14 +0.2%
Luther King Capital Management (LKCM)
289
Luther King Capital Management (LKCM)
Texas
$423K -$3.85K -70 -0.9%
SCM
290
SOL Capital Management
Maryland
$416K +$404K +7,350 New
IFS
291
Ifrah Financial Services
Arkansas
$414K -$29.5K -537 -7%
PAS
292
Partnervest Advisory Services
California
$410K +$398K +7,251 New
SBH
293
Segall Bryant & Hamill
Illinois
$396K -$33K -600 -8%
PCM
294
Parsons Capital Management
Rhode Island
$396K +$5.5K +100 +1%
FANJ
295
Financial Architects (New Jersey)
New Jersey
$387K
AF
296
Arrow Financial
New York
$386K +$16.5K +300 +5%
CFC
297
Coyle Financial Counsel
Illinois
$384K
PAA
298
Peregrine Asset Advisers
Oregon
$376K
DY
299
Dowling & Yahnke
California
$367K -$4.4K -80 -1%
PPA
300
Parametric Portfolio Associates
Washington
$366K +$355K +6,463 New

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.