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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
401
Diligent Investors
California
$437K
KWM
402
Kingsview Wealth Management
Oregon
$435K -$25.5K -344 -5%
AI
403
Atria Investments
North Carolina
$426K -$577K -7,787 -57%
PCM
404
Parsons Capital Management
Rhode Island
$426K -$12.6K -170 -3%
PC
405
Palo Capital
California
$409K +$7.64K +103 +2%
TFF
406
The Family Firm
Maryland
$408K +$70.1K +945 +20%
CA
407
Continuum Advisory
Idaho
$406K -$79.7K -1,075 -16%
FCAG
408
First Capital Advisors Group
New Jersey
$404K -$1.23M -16,623 -75%
JIC
409
Joel Isaacson & Co
New York
$400K
SBL
410
Sargent Bickham Lagudis
Colorado
$399K -$120K -1,614 -22%
Mariner
411
Mariner
Kansas
$393K -$821K -11,076 -67%
BF
412
BOK Financial
Oklahoma
$392K -$9.2K -124 -2%
WI
413
Wintrust Investments
Illinois
$388K -$116K -1,564 -22%
FI
414
FormulaFolio Investments
Michigan
$381K +$12.5K +168 +3%
HR
415
Howe & Rusling
New York
$380K -$1.83M -24,714 -82%
CCT
416
Country Club Trust
Missouri
$379K -$44.2K -596 -10%
GIM
417
Goelzer Investment Management
Indiana
$375K +$6.08K +82 +2%
Brown Advisory
418
Brown Advisory
Maryland
$375K +$31.8K +429 +9%
GEA
419
Glen Eagle Advisors
New Jersey
$371K +$7.04K +95 +2%
CA
420
Commerzbank Aktiengesellschaft
Germany
$369K +$382K +5,149 New
EWM
421
Endurance Wealth Management
Rhode Island
$367K +$5.93K +80 +2%
TG
422
TLP Group
Illinois
$364K +$50.7K +683 +16%
AC
423
Alley Company
Illinois
$363K +$9.05K +122 +2%
FWCM
424
Ferguson Wellman Capital Management
Oregon
$360K +$21.5K +290 +6%
BO
425
BRR OpCo
Ohio
$358K -$84.1K -1,134 -19%

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.