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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
401
CIBC Private Wealth Group
Georgia
$606K +$588K +7,868 New
ACA
402
Atlas Capital Advisors
Wyoming
$599K +$5.31K +71 +0.9%
SC
403
Stolper & Co
Oklahoma
$597K +$15.7K +210 +3%
9WM
404
9258 Wealth Management
Ohio
$591K +$151K +2,023 +35%
PFA
405
Paradigm Financial Advisors
Missouri
$577K -$215K -2,868 -28%
CH
406
Canton Hathaway
Rhode Island
$577K +$112K +1,500 +25%
AFM
407
Abbot Financial Management
Massachusetts
$571K +$185K +2,472 +50%
FI
408
Financial Insights
Washington
$568K +$494K +6,607 +858%
SIA
409
Strategic Investment Advisors
Michigan
$566K +$550K +7,353 New
MA
410
Montag & Associates
Georgia
$564K +$102K +1,363 +23%
OIA
411
Optimum Investment Advisors
Illinois
$558K -$3.74K -50 -0.7%
FHA
412
First Horizon Advisors
Tennessee
$554K -$10.5K -140 -2%
CAG
413
Csenge Advisory Group
Florida
$549K +$280K +3,749 +114%
FNT
414
First National Trust
Pennsylvania
$547K -$24.2K -323 -4%
WDL
415
Well Done LLC
Michigan
$545K +$162K +2,170 +44%
JGC
416
J. Goldman & Co
New York
$539K +$184K +2,466 +54%
SEIA
417
Signature Estate & Investment Advisors
California
$535K +$36.9K +493 +8%
CCM
418
Chilton Capital Management
Texas
$531K -$42.8K -572 -8%
RT
419
Rockland Trust
Massachusetts
$524K -$44.9K -600 -8%
FA
420
Fagan Associates
New York
$523K -$9.57K -128 -2%
TC
421
TAP Consulting
Missouri
$519K +$505K +6,746 New
CNBT
422
Cornerstone National Bank & Trust
Illinois
$516K -$9.87K -132 -2%
RCAG
423
Rehmann Capital Advisory Group
Michigan
$515K +$52.8K +706 +12%
FG
424
Fiduciary Group
Georgia
$514K +$11.2K +150 +2%
CC
425
Cedar Capital
Illinois
$513K +$499K +6,666 New

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.