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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
CAPTRUST Financial Advisors
326
CAPTRUST Financial Advisors
North Carolina
$684K +$87.3K +1,232 +13%
CASB
327
Cape Ann Savings Bank
Massachusetts
$679K -$11.3K -160 -2%
CWM
328
Cornerstone Wealth Management
Missouri
$672K -$24.4M -344,445 -97%
JIC
329
Joel Isaacson & Co
New York
$665K +$299K +4,216 +75%
AWM
330
Avitas Wealth Management
California
$664K +$44.3K +625 +6%
CCP
331
Corient Capital Partners
California
$662K +$728K +10,274 New
PGFC
332
Peapack-Gladstone Financial Corp
New Jersey
$650K +$6.17K +87 +0.9%
Koshinski Asset Management
333
Koshinski Asset Management
Illinois
$649K +$29K +409 +4%
Hudson Bay Capital Management
334
Hudson Bay Capital Management
Connecticut
$644K -$2.63M -37,050 -79%
PFS
335
Prospera Financial Services
Texas
$644K -$907K -12,794 -56%
CA
336
Cornerstone Advisory
Maryland
$644K
GIA
337
Gladstone Institutional Advisory
Florida
$644K +$709K +10,001 New
M&T Bank
338
M&T Bank
New York
$635K +$66.3K +935 +10%
Mirae Asset Global Investments
339
Mirae Asset Global Investments
South Korea
$616K +$678K +9,569 New
HNB
340
Huntington National Bank
Ohio
$614K -$48K -677 -7%
MFW
341
Meristem Family Wealth
Minnesota
$614K
OMC
342
Old Mission Capital
Illinois
$612K +$673K +9,500 New
MA
343
Mutual Advisors
Nebraska
$606K -$220K -3,098 -25%
HB
344
Homrich & Berg
Georgia
$605K -$120K -1,698 -15%
TNB
345
Thomasville National Bank
Georgia
$600K +$12.4K +175 +2%
FUBT
346
First United Bank & Trust
Maryland
$599K +$13.5K +190 +2%
BPM
347
Bowling Portfolio Management
Ohio
$583K +$642K +9,057 New
TWM
348
Torch Wealth Management
Ohio
$581K -$28.3K -400 -4%
CL
349
Cabana LLC
Arkansas
$576K -$25.4M -358,909 -98%
AFA
350
American Financial Advisors
Georgia
$575K +$633K +8,932 New

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.