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State Street Industrial Select Sector SPDR ETF

410 hedge funds and large institutions have $7.23B invested in State Street Industrial Select Sector SPDR ETF 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

126% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 42

13% more funds holding

Funds holding: 363410 (+47)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

1% less capital invested

Capital invested by funds: $7.32B → $7.23B (-$92.3M)

7.22% less ownership

Funds ownership: 85.03%77.81% (-7.2%)

72% less call options, than puts

Call options by funds: $223M | Put options by funds: $804M

Holders
410
Holders Change
+47
Holders Change %
+12.95%
% of All Funds
10.93%
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
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
326
Kanawha Capital Management
Virginia
$243K -$18.1K -330 -7%
TYCC
327
Texas Yale Capital Corp
Florida
$240K +$17.6K +320 +8%
AIM
328
Acropolis Investment Management
Missouri
$237K -$26.9K -490 -10%
EWM
329
Endurance Wealth Management
Rhode Island
$237K +$17.4K +316 +8%
DPI
330
Diversified Portfolios Inc
Michigan
$234K +$227K +4,133 New
SC
331
SouthState Corp
Florida
$231K -$7.91K -144 -3%
OAM
332
Occidental Asset Management
California
$227K
TFF
333
The Family Firm
Maryland
$226K +$220K +3,999 New
VWM
334
Valley Wealth Managers
New Jersey
$223K -$115K -2,099 -35%
CA
335
Cetera Advisors
Colorado
$216K +$210K +3,815 New
SFWA
336
Summit Financial Wealth Advisors
Louisiana
$214K +$207K +3,775 New
SPL
337
Smart Portfolios LLC
Washington
$212K +$206K +3,741 New
RMAM
338
Raab & Moskowitz Asset Management
New Jersey
$211K +$205K +3,737 New
TAM
339
Thornmark Asset Management
Ontario, Canada
$204K -$71.4K -1,300 -26%
Franklin Resources
340
Franklin Resources
California
$204K +$198K +3,610 New
BFS
341
Bradley Foster & Sargent
Connecticut
$200K +$194K +3,535 New
AA
342
Apriem Advisors
California
$195K -$41.2K -750 -18%
KPCM
343
Kings Point Capital Management
New York
$183K -$7.14K -130 -4%
PG
344
Patten Group
Tennessee
$181K +$176K +3,207 New
SNT
345
Security National Trust
West Virginia
$158K
WEC
346
Winslow Evans & Crocker
Massachusetts
$145K -$13.7K -250 -9%
SSG
347
Summit Securities Group
New York
$142K +$138K +2,507 +22,791%
VIA
348
Vantage Investment Advisors
Pennsylvania
$135K +$39.3K +715 +43%
CLOS
349
Compagnie Lombard Odier SCmA
Switzerland
$107K
PMFA
350
Plante Moran Financial Advisors
Michigan
$107K +$2.64K +48 +3%

XLI Hedge Fund Activity: Q4 2014 in Review

410 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2014, worth a combined $7.23B — down 1.3% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 42 closed out — a net gain of 53 holders — while 140 added to existing stakes and 127 trimmed.

The largest buyer was Churchill Management, adding an estimated $134M. The largest seller was Euclid Advisors, exiting entirely with an estimated $557M sold.

  • 410 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2014, up from 363 in Q3 2014.
  • Funds reported $7.23B of State Street Industrial Select Sector SPDR ETF stock for Q4 2014, down 1.3% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2014 and 42 closed out, a net change of +53 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2014 was Churchill Management, an estimated $134M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2014 was Euclid Advisors, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2014.