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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
NF
301
Nikulski Financial
Iowa
$1.17M +$90.6K +1,176 +8%
SSA
302
Schonfeld Strategic Advisors
New York
$1.17M -$1.02M -13,183 -46%
BPC
303
Banque Pictet & Cie
Switzerland
$1.15M
WT
304
Whittier Trust
California
$1.15M -$1.16M -15,019 -49%
MCM
305
MV Capital Management
Maryland
$1.14M +$980K +12,714 +492%
HCP
306
Holt Capital Partners
Texas
$1.14M +$424K +5,500 +56%
HCM
307
Hilton Capital Management
New York
$1.13M
CIBC Private Wealth Group
308
CIBC Private Wealth Group
Georgia
$1.13M -$93.6K -1,215 -7%
WB
309
WesBanco Bank
West Virginia
$1.12M +$1.16M +15,086 New
DG
310
Delek Group
Israel
$1.11M +$187K +2,429 +19%
AIIMS
311
Analyst IMS Investment Management Services
Israel
$1.09M -$84.8K -1,100 -7%
IA
312
IndexIQ Advisors
New York
$1.08M +$1.13M +14,608 New
CCM
313
Chilton Capital Management
Texas
$1.08M -$109K -1,420 -9%
SSWM
314
Smith Salley Wealth Management
North Carolina
$1.07M -$38.4K -499 -3%
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$1.07M +$81.8K +1,061 +8%
PFA
316
Paradigm Financial Advisors
Missouri
$1.07M -$32.7K -425 -3%
SHA
317
Seneca House Advisors
Virginia
$1.04M +$5.86K +76 +0.5%
CPP
318
Crow Point Partners
Massachusetts
$1.03M +$493K +6,400 +86%
AI
319
Atria Investments
North Carolina
$1.02M -$23.4K -304 -2%
MBT
320
Montecito Bank & Trust
California
$1.01M +$453K +5,874 +76%
RFO
321
RiverGlades Family Offices
Florida
$1M +$26K +337 +3%
SG
322
StoneX Group
New York
$996K -$36.6K -475 -3%
PS
323
Portfolio Strategies
New York
$986K -$19.6K -254 -2%
DIA
324
Denver Investment Advisors
Colorado
$968K
BCFS
325
Butensky & Cohen Financial Security
Florida
$963K +$49.4K +641 +5%

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.