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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
LA
376
Lynch & Associates
Indiana
$575K
AHC
377
Anderson Hoagland & Co
Missouri
$574K +$552K +7,580 New
WI
378
Wintrust Investments
Illinois
$570K -$81.5K -1,120 -13%
FANJ
379
Financial Architects (New Jersey)
New Jersey
$568K -$1.89K -26 -0.3%
ISB
380
Iowa State Bank
Iowa
$568K +$546K +7,502 New
CPP
381
Crow Point Partners
Massachusetts
$566K +$543K +7,467 New
CT
382
Cambridge Trust
Massachusetts
$564K +$53.7K +738 +11%
FPCM
383
Financial Partners Capital Management
New York
$559K -$1.98M -27,206 -79%
SAM
384
Sequent Asset Management
Texas
$556K +$65.5K +900 +14%
IC
385
InterOcean Capital
Illinois
$553K -$41.8K -575 -7%
Prudential Financial
386
Prudential Financial
New Jersey
$549K -$124K -1,700 -19%
SWM
387
SeaCrest Wealth Management
New York
$545K +$524K +7,201 New
PCM
388
Parsons Capital Management
Rhode Island
$544K -$8.73K -120 -2%
HFA
389
High Falls Advisors
New York
$543K +$33.5K +460 +7%
FTS
390
Fifth Third Securities
Ohio
$541K +$3.49K +48 +0.7%
RCA
391
Rowland Carmichael Advisors
Arizona
$539K +$518K +7,118 New
MA
392
Mutual Advisors
Nebraska
$539K +$518K +7,119 New
Koshinski Asset Management
393
Koshinski Asset Management
Illinois
$538K +$121K +1,661 +30%
VF
394
Virtu Financial
New York
$531K -$2.65M -36,351 -84%
SBIA
395
Sheaff Brock Investment Advisors
Indiana
$527K -$165K -2,270 -25%
EWA
396
EP Wealth Advisors
California
$523K +$179K +2,464 +55%
FFA
397
First Foundation Advisors
California
$521K +$16.6K +228 +3%
Jones Financial Companies
398
Jones Financial Companies
Missouri
$518K +$498K +6,846 New
NEAM
399
New England Asset Management
Connecticut
$515K +$495K +6,800 New
WS
400
Wedbush Securities
California
$510K -$19.4K -267 -4%

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.