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State Street Industrial Select Sector SPDR ETF

670 hedge funds and large institutions have $8.88B invested in State Street Industrial Select Sector SPDR ETF in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

3% less funds holding

Funds holding: 692670 (-22)

5% less capital invested

Capital invested by funds: $9.4B → $8.88B (-$514M)

7.26% less ownership

Funds ownership: 92.96%85.7% (-7.3%)

16% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 77

34% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 289

56% less call options, than puts

Call options by funds: $477M | Put options by funds: $1.08B

Holders
670
Holders Change
-22
Holders Change %
-3.18%
% of All Funds
14.55%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
65
Increased
192
Reduced
289
Closed
77
Calls
$477M
Puts
$1.08B
Net Calls
-$601M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
LA
376
Lynch & Associates
Indiana
$540K
GRP
377
Global Retirement Partners
California
$540K +$237K +3,117 +81%
SFSG
378
Stearns Financial Services Group
North Carolina
$532K -$146K -1,916 -22%
AWM
379
AE Wealth Management
Kansas
$532K +$55.8K +734 +12%
VFA
380
Valeo Financial Advisors
Indiana
$527K +$2.13K +28 +0.4%
PAS
381
Partnervest Advisory Services
California
$526K +$254K +3,346 +97%
SWM
382
SeaCrest Wealth Management
New York
$525K -$15.1K -198 -3%
FFG
383
Fortem Financial Group
California
$525K +$515K +6,776 New
SCM
384
Southport Capital Management
Tennessee
$524K
Neuberger Berman Group
385
Neuberger Berman Group
New York
$524K +$279K +3,664 +118%
CWP
386
Capital Wealth Planning
Florida
$520K +$511K +6,723 New
OCM
387
Orleans Capital Management
Louisiana
$513K -$3.8K -50 -0.7%
AFA
388
American Financial Advisors
Georgia
$480K -$208K -2,735 -31%
WAM
389
Weatherly Asset Management
California
$477K -$11.4K -150 -2%
AFS
390
Access Financial Services
Minnesota
$476K -$15.2K -200 -3%
H
391
HoyleCohen
California
$474K +$465K +6,118 New
DI
392
Diligent Investors
California
$472K
HB
393
Homrich & Berg
Georgia
$470K -$32.3K -425 -7%
FANJ
394
Financial Architects (New Jersey)
New Jersey
$467K +$76 +1 +0%
FG
395
Fiduciary Group
Georgia
$465K -$7.6K -100 -2%
GEA
396
Glen Eagle Advisors
New Jersey
$464K +$36.1K +475 +9%
EWM
397
Endurance Wealth Management
Rhode Island
$457K +$98.1K +1,290 +28%
KCM
398
Kanawha Capital Management
Virginia
$454K -$1.14K -15 -0.3%
DADC
399
D.A. Davidson & Co
Montana
$453K -$591K -7,767 -57%
CAPTRUST Financial Advisors
400
CAPTRUST Financial Advisors
North Carolina
$453K +$16.7K +219 +4%

XLI Hedge Fund Activity: Q2 2019 in Review

670 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2019, worth a combined $8.88B — down 5.5% from $9.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of XLI and 65 opened new positions — a net loss of 12 holders — while 289 trimmed existing stakes and 192 added.

The largest buyer was JP Morgan Chase, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $284M.

  • 670 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2019, down from 692 in Q1 2019.
  • Funds reported $8.88B of State Street Industrial Select Sector SPDR ETF stock for Q2 2019, down 5.5% quarter-over-quarter.
  • 65 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2019 and 77 closed out, a net change of -12 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $148M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2019 was Bank of America, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2019.