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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
CGH
351
Crossmark Global Holdings
Texas
$768K -$20.2K -262 -2%
WPP
352
Whalerock Point Partners
Rhode Island
$767K +$17.4K +226 +2%
ACA
353
Atlas Capital Advisors
Wyoming
$764K +$792K +10,284 New
DWM
354
Dynasty Wealth Management
Florida
$750K +$777K +10,090 New
CA
355
Cornerstone Advisory
Maryland
$743K
Nomura Asset Management
356
Nomura Asset Management
Japan
$735K
CWM
357
Cornerstone Wealth Management
Missouri
$729K +$140K +1,817 +22%
BCP
358
Berkeley Capital Partners
Georgia
$724K -$79.4K -1,030 -10%
VDI
359
Vaughan David Investments
Illinois
$724K -$61.6K -800 -8%
CFB
360
Cullen/Frost Bankers
Texas
$717K -$107K -1,389 -13%
MFW
361
Meristem Family Wealth
Minnesota
$708K -$135K -1,750 -16%
TWM
362
Torch Wealth Management
Ohio
$698K +$16.6K +215 +2%
FUBT
363
First United Bank & Trust
Maryland
$697K -$3.08K -40 -0.4%
OMC
364
Overbrook Management Corp
New York
$693K -$76.3K -990 -10%
TAM
365
Tiverton Asset Management
Delaware
$687K +$713K +9,252 New
Simplex Trading
366
Simplex Trading
Illinois
$682K +$708K +9,187 New
BAM
367
Belpointe Asset Management
Nevada
$681K +$105K +1,362 +17%
TNB
368
Thomasville National Bank
Georgia
$679K
NG
369
Northstar Group
New York
$666K -$84.8K -1,100 -11%
ALIONA
370
Allianz Life Insurance of North America
Minnesota
$665K +$690K +8,956 New
FMBTD
371
First Midwest Bank Trust Division
Illinois
$651K +$217K +2,817 +47%
CIM
372
Contravisory Investment Management
Massachusetts
$646K -$139K -1,807 -17%
VAM
373
Visionary Asset Management
Texas
$638K +$2.62K +34 +0.4%
FFSOTS
374
Fiduciary Financial Services of The Southwest
Texas
$635K +$231 +3 +0%
OIA
375
Optimum Investment Advisors
Illinois
$632K

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.