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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
MC
351
Moors & Cabot
Massachusetts
$697K -$71.7K -985 -10%
TWM
352
Torch Wealth Management
Ohio
$694K +$149K +2,046 +29%
TNB
353
Thomasville National Bank
Georgia
$692K -$9.02K -124 -1%
CAM
354
Concorde Asset Management
Michigan
$691K +$391K +5,374 +143%
DADC
355
D.A. Davidson & Co
Montana
$686K +$79K +1,086 +14%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$682K -$24K -330 -4%
WVP
357
Worth Venture Partners
New Jersey
$654K -$75.7K -1,040 -11%
VAM
358
Visionary Asset Management
Texas
$652K -$192K -2,638 -23%
FFSOTS
359
Fiduciary Financial Services of The Southwest
Texas
$647K
OIA
360
Optimum Investment Advisors
Illinois
$644K +$41.8K +575 +7%
CWM
361
Cornerstone Wealth Management
Missouri
$642K +$234K +3,222 +65%
CB
362
Chemical Bank
Michigan
$641K -$50.1K -688 -8%
KWM
363
Kingsview Wealth Management
Oregon
$637K -$3.09M -42,513 -83%
MFW
364
Mosaic Family Wealth
Missouri
$634K +$609K +8,376 New
PA
365
Parallel Advisors
California
$631K -$68K -935 -10%
PGA
366
Premia Global Advisors
Florida
$622K +$611K +8,396 New
EAM
367
Evanson Asset Management
California
$609K
WAM
368
Weatherly Asset Management
California
$609K +$5.38K +74 +0.9%
Tudor Investment Corp
369
Tudor Investment Corp
Connecticut
$602K +$579K +7,952 New
FB
370
Fulton Bank
Pennsylvania
$598K -$4.51K -62 -0.8%
1CP
371
1607 Capital Partners
Virginia
$598K +$320K +4,400 +126%
FG
372
Fiduciary Group
Georgia
$592K +$7.28K +100 +1%
BAM
373
Belpointe Asset Management
Nevada
$590K +$181K +2,483 +47%
MBT
374
Montecito Bank & Trust
California
$588K +$29.8K +409 +6%
SCM
375
Southport Capital Management
Tennessee
$584K

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.