We are live on ! Find out more
XLI icon

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
WWM
276
Western Wealth Management
Colorado
$973K +$1.07M +15,041 New
GAB
277
German American Bancorp
Indiana
$973K +$1.07M +15,108 New
SIS
278
Susquehanna International Securities
Ireland
$966K +$1.06M +15,000 New
TPWA
279
TRUE Private Wealth Advisors
Oregon
$933K +$773K +10,914 +305%
Comerica Bank
280
Comerica Bank
Texas
$930K -$1.91M -26,955 -67%
BCFS
281
Butensky & Cohen Financial Security
Florida
$927K +$992 +14 +0.1%
LNC
282
Lincoln National Corp
Pennsylvania
$910K +$62.3K +879 +7%
COI
283
Capital One Investing
Virginia
$910K +$1.01M +14,264 New
MA
284
Montag & Associates
Georgia
$906K -$1.74M -24,522 -64%
AFNAS
285
American Financial Network Advisory Services
California
$905K -$192K -2,716 -16%
DADC
286
D.A. Davidson & Co
Montana
$903K +$90.1K +1,271 +10%
BFEC
287
Benjamin F. Edwards & Company
Missouri
$899K -$115K -1,623 -10%
CWM
288
Chesapeake Wealth Management
Virginia
$881K +$25.9K +365 +3%
NF
289
Nikulski Financial
Iowa
$877K -$29K -409 -3%
OWA
290
Outlook Wealth Advisors
Texas
$867K +$95.4K +1,346 New
SBH
291
Segall Bryant & Hamill
Illinois
$856K -$107K -1,516 -10%
CC
292
Chanos & Company
New York
$855K +$387K +5,458 +70%
SWA
293
Stratos Wealth Advisors
Ohio
$850K +$936K +13,202 New
SHA
294
Seneca House Advisors
Virginia
$844K -$26.9K -379 -3%
NWP
295
Northstar Wealth Partners
Connecticut
$840K +$42.1K +594 +5%
MBT
296
Montecito Bank & Trust
California
$826K -$27.1K -383 -3%
AF
297
Arrow Financial
New York
$821K -$1.28K -18 -0.1%
ISL
298
Ingalls & Snyder LLC
New York
$816K -$85.9K -1,212 -9%
PG
299
Proffitt & Goodson
Tennessee
$814K -$30.2K -426 -3%
HSA
300
HBK Sorce Advisory
Pennsylvania
$812K +$640K +9,031 +252%

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.