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
Mariner
301
Mariner
Kansas
$806K +$481K +6,782 +118%
ECM
302
Exchange Capital Management
Michigan
$805K -$466K -6,575 -34%
ISB
303
Iowa State Bank
Iowa
$781K -$35.1K -495 -4%
WS
304
Wedbush Securities
California
$781K +$366K +5,168 +74%
BRWM
305
B. Riley Wealth Management
Tennessee
$775K +$517K +7,296 +154%
MIAN
306
Mariner Independent Advisor Network
Kansas
$773K +$812K +11,456 New
PT
307
Plimoth Trust
Massachusetts
$772K +$98.3K +1,387 +13%
BCA
308
Bay Colony Advisors
Massachusetts
$770K -$33.3K -470 -4%
FTS
309
Fifth Third Securities
Ohio
$768K +$33.2K +469 +4%
RCA
310
Rowland Carmichael Advisors
Arizona
$765K +$841K +11,874 New
CCM
311
Chilton Capital Management
Texas
$761K -$122K -1,715 -13%
CIBC World Market
312
CIBC World Market
Ontario, Canada
$758K -$1.89M -26,637 -69%
SSWM
313
Smith Salley Wealth Management
North Carolina
$753K -$8.15K -115 -1%
CICI
314
Capital Investment Counsel Inc
North Carolina
$747K +$21.3K +300 +3%
PFA
315
Paradigm Financial Advisors
Missouri
$742K -$99.1K -1,399 -11%
Cetera Investment Advisers
316
Cetera Investment Advisers
Illinois
$730K +$146K +2,056 +22%
VDI
317
Vaughan David Investments
Illinois
$728K +$110K +1,550 +16%
Jane Street
318
Jane Street
New York
$717K -$10.8M -151,751 -93%
CI
319
Chartist Inc
California
$716K -$32.7K -461 -4%
WTC
320
WhitTier Trust Company
Nevada
$713K +$586K +8,267 +294%
VLC
321
Van Leeuwen & Company
New Jersey
$700K +$770K +10,867 New
NRS
322
Neville Rodie & Shaw
New York
$700K +$771K +10,875 New
CIM
323
Contravisory Investment Management
Massachusetts
$698K +$193K +2,722 +34%
SFM
324
Signet Financial Management
New Jersey
$688K +$543K +7,669 +254%
AF
325
Advisornet Financial
Minnesota
$685K -$28.4K -401 -4%

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.