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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
PA
376
Parallel Advisors
California
$627K +$7.71K +100 +1%
OIA
377
OneDigital Investment Advisors
Kansas
$624K +$647K +8,394 New
MFW
378
Mosaic Family Wealth
Missouri
$622K
FHA
379
First Horizon Advisors
Tennessee
$612K +$195K +2,525 +44%
WAM
380
Weatherly Asset Management
California
$611K +$13.5K +175 +2%
FG
381
Fiduciary Group
Georgia
$603K +$23.1K +300 +4%
IC
382
InterOcean Capital
Illinois
$603K +$62K +804 +11%
CB
383
Chemical Bank
Michigan
$602K -$28.1K -365 -4%
EAM
384
Evanson Asset Management
California
$598K
BAS
385
Brown Advisory Securities
Maryland
$598K +$329K +4,272 +115%
VCAM
386
Van Cleef Asset Management
Ohio
$594K -$247K -3,200 -29%
FB
387
Fulton Bank
Pennsylvania
$587K -$308 -4 -0.1%
CAPTRUST Financial Advisors
388
CAPTRUST Financial Advisors
North Carolina
$584K -$75.9K -985 -11%
LA
389
Lynch & Associates
Indiana
$584K +$19.7K +256 +3%
HFA
390
High Falls Advisors
New York
$574K +$42.1K +547 +8%
WEC
391
Winslow Evans & Crocker
Massachusetts
$560K +$111K +1,444 +24%
WS
392
Wedbush Securities
California
$555K +$57.2K +742 +11%
SCM
393
Southport Capital Management
Tennessee
$553K -$21.2K -275 -4%
ISB
394
Iowa State Bank
Iowa
$551K -$6.55K -85 -1%
SWM
395
SeaCrest Wealth Management
New York
$550K +$15.5K +201 +3%
AW
396
ACG Wealth
Georgia
$550K +$205K +2,657 +56%
SI
397
Stephens Inc
Arkansas
$536K +$178K +2,304 +47%
SBL
398
Sargent Bickham Lagudis
Colorado
$534K -$323K -4,195 -37%
RCA
399
Rowland Carmichael Advisors
Arizona
$529K
Koshinski Asset Management
400
Koshinski Asset Management
Illinois
$529K +$693 +9 +0.1%

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.