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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
AC
426
Alley Company
Illinois
$329K +$6.66K +94 +2%
MWP
427
MYCIO Wealth Partners
Pennsylvania
$322K +$1.42K +20 +0.4%
FLPIM
428
F.L. Putnam Investment Management
Massachusetts
$318K +$103K +1,448 +42%
AW
429
ACG Wealth
Georgia
$312K -$131K -1,855 -28%
GLA
430
Good Life Advisors
Pennsylvania
$312K -$2.41K -34 -0.7%
WI
431
Wintrust Investments
Illinois
$312K +$2.13K +30 +0.6%
WEC
432
Winslow Evans & Crocker
Massachusetts
$312K +$34.6K +488 +11%
CL
433
CPWM LLC
Washington
$311K
GHAM
434
Gilman Hill Asset Management
Connecticut
$309K
SIM
435
Sterling Investment Management
Arizona
$306K -$6.31K -89 -2%
CCT
436
Country Club Trust
Missouri
$303K -$7.23K -102 -2%
GRP
437
Global Retirement Partners
California
$299K -$183K -2,583 -36%
EWM
438
Endurance Wealth Management
Rhode Island
$298K +$1.28K +18 +0.4%
BO
439
BRR OpCo
Ohio
$297K +$40.3K +568 +14%
TFF
440
The Family Firm
Maryland
$295K -$14.5K -204 -4%
KA
441
Kovack Advisors
Florida
$295K +$74K +1,044 +30%
NL
442
NVWM LLC
Pennsylvania
$293K
IWC
443
Integrated Wealth Concepts
Massachusetts
$290K -$3.27M -46,136 -91%
SI
444
Stephens Inc
Arkansas
$289K -$8.65K -122 -3%
OSNBOA
445
Old Second National Bank of Aurora
Illinois
$288K +$309K +4,366 +4,366%
MWA
446
Meridian Wealth Advisors
Texas
$288K +$317K +4,475 New
FMTC
447
Farmers & Merchants Trust Company
California
$288K +$317K +4,477 New
SBIA
448
Sheaff Brock Investment Advisors
Indiana
$287K -$70.9K -1,000 -18%
B
449
Bailard
California
$286K +$112K +1,580 +55%
Tudor Investment Corp
450
Tudor Investment Corp
Connecticut
$286K +$315K +4,439 New

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.