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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

410 hedge funds and large institutions have $7.23B invested in Industrial Select Sector SPDR Fund 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
Holders
410
Holders Change
+47
Holders Change %
+12.95%
% of All Funds
10.94%
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

Top Buyers

1
CM
Churchill Management
California
+$138M
2
MAA
Managed Account Advisors
New Jersey
+$127M
3
CA
Commerzbank Aktiengesellschaft
Germany
+$84.9M
4
Deutsche Bank
Deutsche Bank
Germany
+$63.9M
5
Barclays
Barclays
United Kingdom
+$60.8M

Top Sellers

1
EA
Euclid Advisors
Connecticut
-$557M
2
Bank of America
Bank of America
North Carolina
-$338M
3
Morgan Stanley
Morgan Stanley
New York
-$87M
4
Two Sigma Investments
Two Sigma Investments
New York
-$83.6M
5
CS
Credit Suisse
Switzerland
-$81.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
326
Kanawha Capital Management
Virginia
$243K -$18.7K -330 -7%
TYCC
327
Texas Yale Capital Corp
Florida
$240K +$18.1K +320 +8%
AIM
328
Acropolis Investment Management
Missouri
$237K -$27.7K -490 -10%
EWM
329
Endurance Wealth Management
Rhode Island
$237K +$17.9K +316 +8%
DPI
330
Diversified Portfolios Inc
Michigan
$234K +$234K +4,133 New
SC
331
SouthState Corp
Florida
$231K -$8.13K -144 -3%
OAM
332
Occidental Asset Management
California
$227K – – –
TFF
333
The Family Firm
Maryland
$226K +$226K +3,999 New
VWM
334
Valley Wealth Managers
New Jersey
$223K -$119K -2,099 -35%
CA
335
Cetera Advisors
Colorado
$216K +$216K +3,815 New
SFWA
336
Summit Financial Wealth Advisors
Louisiana
$214K +$214K +3,775 New
SPL
337
Smart Portfolios LLC
Washington
$212K +$212K +3,741 New
RMAM
338
Raab & Moskowitz Asset Management
New Jersey
$211K +$211K +3,737 New
TAM
339
Thornmark Asset Management
Ontario, Canada
$204K -$73.5K -1,300 -26%
Franklin Resources
340
Franklin Resources
California
$204K +$204K +3,610 New
BFS
341
Bradley Foster & Sargent
Connecticut
$200K +$200K +3,535 New
AA
342
Apriem Advisors
California
$195K -$42.4K -750 -18%
KPCM
343
Kings Point Capital Management
New York
$183K -$7.36K -130 -4%
PG
344
Patten Group
Tennessee
$181K +$181K +3,207 New
SNT
345
Security National Trust
West Virginia
$158K – – –
WEC
346
Winslow Evans & Crocker
Massachusetts
$145K -$14.1K -250 -9%
SSG
347
Summit Securities Group
New York
$142K +$141K +2,507 +22,791%
VIA
348
Vantage Investment Advisors
Pennsylvania
$135K +$40.5K +715 +43%
CLOS
349
Compagnie Lombard Odier SCmA
Switzerland
$107K – – –
PMFA
350
Plante Moran Financial Advisors
Michigan
$107K +$2.71K +48 +3%
12 13
14
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