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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
VR
401
Viridian RIA
Washington
$398K -$617K -8,700 -58%
FANJ
402
Financial Architects (New Jersey)
New Jersey
$395K +$71 +1 +0%
DI
403
Diligent Investors
California
$393K
SC
404
SouthState Corp
Florida
$393K +$433K +6,104 New
AFS
405
Access Financial Services
Minnesota
$390K -$21.6K -305 -5%
KWM
406
Kingsview Wealth Management
Oregon
$382K -$20.6K -291 -5%
PCM
407
Parsons Capital Management
Rhode Island
$382K -$11.6K -163 -3%
BMC
408
Beaton Management Company
Massachusetts
$380K -$53.1K -750 -11%
GT
409
Greenleaf Trust
Michigan
$380K -$18.7K -264 -4%
KCM
410
Kanawha Capital Management
Virginia
$375K +$70.9K +1,000 +21%
UFF
411
USA Financial Formulas
Michigan
$371K -$76.4K -1,078 -19%
BAM
412
Belpointe Asset Management
Nevada
$359K -$326K -4,607 -45%
PSUF
413
People's United Financial
Connecticut
$359K -$26.6K -376 -6%
SBL
414
Sargent Bickham Lagudis
Colorado
$359K
TAIM
415
TD Ameritrade Investment Management
Nebraska
$353K +$372K +5,249 +2,272%
BCA
416
Bray Capital Advisors
Florida
$352K -$1.48M -20,915 -79%
FCAG
417
First Capital Advisors Group
New Jersey
$349K -$365K -5,147 -49%
VFA
418
Valeo Financial Advisors
Indiana
$349K -$142K -2,007 -27%
OMC
419
Overbrook Management Corp
New York
$349K -$79.2K -1,118 -17%
CIBC Private Wealth Group
420
CIBC Private Wealth Group
Georgia
$339K +$38.3K +540 +11%
GEA
421
Glen Eagle Advisors
New Jersey
$336K
NEAM
422
New England Asset Management
Connecticut
$335K +$369K +5,200 New
WFM
423
Wolff Financial Management
Michigan
$332K +$365K +5,156 New
IFS
424
Ifrah Financial Services
Arkansas
$330K +$363K +5,116 New
Brown Advisory
425
Brown Advisory
Maryland
$329K +$1.21K +17 +0.3%

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.