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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
CWM
326
Chesapeake Wealth Management
Virginia
$957K +$993K +12,883 New
SC
327
Scotia Capital
Ontario, Canada
$950K -$545K -7,078 -36%
AF
328
Arrow Financial
New York
$950K -$3.93K -51 -0.4%
CI
329
Chartist Inc
California
$937K -$41.8K -543 -4%
UBG
330
United Bank (Georgia)
Georgia
$921K +$52.2K +678 +6%
PSUF
331
People's United Financial
Connecticut
$878K -$43K -558 -5%
CICI
332
Capital Investment Counsel Inc
North Carolina
$862K -$7.71K -100 -0.9%
CCM
333
Condor Capital Management
New Jersey
$854K -$17.3K -224 -2%
MC
334
Moors & Cabot
Massachusetts
$849K +$171K +2,214 +24%
MA
335
Mutual Advisors
Nebraska
$848K +$331K +4,302 +60%
UR
336
USCA RIA
Texas
$846K +$97.2K +1,262 +12%
HNB
337
Huntington National Bank
Ohio
$842K -$25.1K -326 -3%
ISL
338
Ingalls & Snyder LLC
New York
$833K +$93.7K +1,216 +12%
EWA
339
EP Wealth Advisors
California
$825K +$324K +4,201 +61%
HB
340
Homrich & Berg
Georgia
$817K +$371K +4,817 +78%
GC
341
Grace Capital
Massachusetts
$814K -$3.07M -39,845 -78%
Schroder Investment Management Group
342
Schroder Investment Management Group
United Kingdom
$799K
LNC
343
Lincoln National Corp
Pennsylvania
$798K +$565K +7,329 +215%
M&T Bank
344
M&T Bank
New York
$793K -$423K -5,493 -34%
PGFC
345
Peapack-Gladstone Financial Corp
New Jersey
$793K
AIM
346
Advantage Investment Management
Iowa
$791K -$307K -3,988 -27%
FTS
347
Fifth Third Securities
Ohio
$783K +$262K +3,395 +47%
DADC
348
D.A. Davidson & Co
Montana
$781K +$111K +1,443 +16%
PT
349
Plimoth Trust
Massachusetts
$780K -$44.9K -583 -5%
AF
350
Advisornet Financial
Minnesota
$775K +$51.6K +670 +7%

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.