We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
276
WESPAC Advisors
California
$1.27M -$699K -9,609 -36%
SSB
277
Sandy Spring Bank
Maryland
$1.27M -$55K -756 -4%
CIBC Private Wealth Group
278
CIBC Private Wealth Group
Georgia
$1.24M -$96.5K -1,326 -7%
WBG
279
Wharton Business Group
Pennsylvania
$1.24M
SP
280
Successful Portfolios
Florida
$1.23M +$1.19M +16,313 New
GCMG
281
Gyroscope Capital Management Group
Florida
$1.23M +$83.9K +1,153 +8%
SJIM
282
St. Johns Investment Management
Florida
$1.23M +$124K +1,698 +12%
M&T Bank
283
M&T Bank
New York
$1.22M +$117K +1,608 +11%
IWM
284
IHT Wealth Management
Illinois
$1.22M +$19.3K +265 +2%
KCM
285
Karp Capital Management
California
$1.22M +$234K +3,220 +25%
LWM
286
Lyell Wealth Management
California
$1.22M +$391K +5,370 +50%
CCM
287
Chilton Capital Management
Texas
$1.21M -$150K -2,065 -11%
ABC
288
Associated Banc-Corp
Wisconsin
$1.21M +$87.1K +1,197 +8%
AIIMS
289
Analyst IMS Investment Management Services
Israel
$1.2M
BPC
290
Banque Pictet & Cie
Switzerland
$1.17M -$17.2K -237 -2%
BCA
291
Bray Capital Advisors
Florida
$1.17M +$1.12M +15,430 New
LCM
292
Lucas Capital Management
New Jersey
$1.15M +$367K +5,050 +50%
SSWM
293
Smith Salley Wealth Management
North Carolina
$1.13M -$700K -9,620 -39%
HCM
294
Hilton Capital Management
New York
$1.13M
PFA
295
Paradigm Financial Advisors
Missouri
$1.12M +$67.2K +924 +7%
Mariner
296
Mariner
Kansas
$1.11M -$11.6K -159 -1%
AIM
297
Advantage Investment Management
Iowa
$1.11M -$83.9K -1,153 -7%
NF
298
Nikulski Financial
Iowa
$1.1M +$1.06M +14,560 New
AI
299
Atria Investments
North Carolina
$1.06M -$25.3K -347 -2%
SHA
300
Seneca House Advisors
Virginia
$1.06M +$1.02M +13,978 New

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.