We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
CFB
326
Cullen/Frost Bankers
Texas
$835K +$311K +4,280 +63%
SFS
327
Sowell Financial Services
Arkansas
$823K -$698K -9,590 -48%
BCP
328
Berkeley Capital Partners
Georgia
$816K +$31.9K +439 +4%
Schroder Investment Management Group
329
Schroder Investment Management Group
United Kingdom
$813K
PGFC
330
Peapack-Gladstone Financial Corp
New Jersey
$807K +$279K +3,835 +56%
CGH
331
Crossmark Global Holdings
Texas
$802K -$34.6K -476 -4%
VDI
332
Vaughan David Investments
Illinois
$798K
CIM
333
Contravisory Investment Management
Massachusetts
$795K -$61.8K -849 -7%
OMC
334
Overbrook Management Corp
New York
$781K +$12K +165 +2%
UR
335
USCA RIA
Texas
$767K -$41.1K -565 -5%
WPP
336
Whalerock Point Partners
Rhode Island
$764K +$735K +10,095 New
NG
337
Northstar Group
New York
$762K -$124K -1,700 -14%
CA
338
Cornerstone Advisory
Maryland
$757K -$2.18K -30 -0.3%
ISL
339
Ingalls & Snyder LLC
New York
$756K +$5.46K +75 +0.8%
MCM
340
Millie Capital Management
California
$750K +$721K +9,910 New
Nomura Asset Management
341
Nomura Asset Management
Japan
$749K
HCP
342
Holt Capital Partners
Texas
$740K -$400K -5,500 -36%
SIA
343
Spruce Investment Advisors
Connecticut
$740K -$69.9K -960 -9%
AF
344
Advisornet Financial
Minnesota
$739K +$710K +9,761 New
SI
345
Scharf Investments
California
$717K +$690K +9,481 New
FUBT
346
First United Bank & Trust
Maryland
$713K -$29.8K -410 -4%
CASB
347
Cape Ann Savings Bank
Massachusetts
$712K +$684K +9,403 New
HW
348
Hancock Whitney
Mississippi
$712K +$684K +9,404 New
KIG
349
Kessler Investment Group
Indiana
$709K -$60.7K -834 -8%
DCM
350
Donaldson Capital Management
Indiana
$706K +$142K +1,951 +26%

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.