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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
CCT
401
Country Club Trust
Missouri
$505K -$49.1K -675 -9%
BMC
402
Beaton Management Company
Massachusetts
$503K
BF
403
BOK Financial
Oklahoma
$500K +$28.5K +392 +6%
BO
404
BRR OpCo
Ohio
$495K +$476K +6,543 New
PA
405
PFG Advisors
Arizona
$493K +$474K +6,520 New
Cetera Investment Advisers
406
Cetera Investment Advisers
Illinois
$492K +$35.8K +492 +8%
GT
407
Greenleaf Trust
Michigan
$485K
BAAM
408
Baker Avenue Asset Management
California
$484K -$32.7K -450 -7%
CA
409
Continuum Advisory
Idaho
$483K +$68.3K +938 +17%
VCWA
410
Vanguard Capital Wealth Advisors
Colorado
$481K +$462K +6,351 New
AFS
411
Access Financial Services
Minnesota
$477K +$458K +6,300 New
VFA
412
Valeo Financial Advisors
Indiana
$474K +$186K +2,563 +69%
HB
413
Homrich & Berg
Georgia
$468K +$450K +6,185 New
DI
414
Diligent Investors
California
$462K -$5.46K -75 -1%
WEC
415
Winslow Evans & Crocker
Massachusetts
$461K -$104K -1,426 -19%
AWA
416
ARS Wealth Advisors
Florida
$458K +$4.37K +60 +1%
FMBTD
417
First Midwest Bank Trust Division
Illinois
$450K +$37.1K +510 +9%
CAN
418
Claraphi Advisory Network
United States
$443K +$426K +5,848 New
DDC
419
Daniel Devine & Co
Florida
$442K -$155K -2,125 -27%
CG
420
Colony Group
Massachusetts
$442K
EDRH
421
Edmond de Rothschild Holding
Switzerland
$437K -$32.9K -452 -7%
FHA
422
First Horizon Advisors
Tennessee
$434K
EWM
423
Endurance Wealth Management
Rhode Island
$427K +$11.4K +156 +3%
PAS
424
Partnervest Advisory Services
California
$426K +$146K +2,010 +55%
GWM
425
Greenwich Wealth Management
Connecticut
$425K -$364 -5 -0.1%

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.