We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

546 hedge funds and large institutions have $7.88B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

18% more funds holding in top 10

Funds holding in top 10: 3440 (+6)

15% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 186

2% more funds holding

Funds holding: 535546 (+11)

9% less capital invested

Capital invested by funds: $8.67B → $7.88B (-$796M)

10.08% less ownership

Funds ownership: 83.31%73.23% (-10%)

50% less call options, than puts

Call options by funds: $370M | Put options by funds: $739M

Holders
546
Holders Change
+11
Holders Change %
+2.06%
% of All Funds
13.61%
Holding in Top 10
40
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.65%
% of All Funds
1%
New
74
Increased
213
Reduced
186
Closed
56
Calls
$370M
Puts
$739M
Net Calls
-$368M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
451
Pinnacle Associates
New York
$215K -$98.3K -1,473 -32%
BBPWM
452
Blue Bell Private Wealth Management
Pennsylvania
$213K
RWA
453
River Wealth Advisors
Pennsylvania
$212K -$4.67K -70 -2%
B
454
Bailard
California
$208K -$5.21K -78 -2%
MCM
455
Maryland Capital Management
Maryland
$204K +$200K +3,000 New
WI
456
WBI Investments
New Jersey
$203K +$199K +2,980 New
TFF
457
The Family Firm
Maryland
$202K +$197K +2,959 New
OC
458
Oakworth Capital
Alabama
$201K
KCM
459
Karp Capital Management
California
$200K +$196K +2,933 New
EWM
460
Evercore Wealth Management
New York
$197K
SFSIG
461
San Francisco Sentry Investment Group
California
$195K +$191K +2,859 New
MPWT
462
MassMutual Private Wealth & Trust
Connecticut
$170K -$49.7K -745 -23%
RFA
463
Reilly Financial Advisors
California
$165K -$16.8K -252 -9%
ABFS
464
Appropriate Balance Financial Services
Washington
$159K +$34.6K +518 +5%
USGIU
465
U.S. Global Investors (USGI)
Texas
$157K +$154K +2,300 New
MMG
466
Monetary Management Group
Missouri
$150K
PMFA
467
Plante Moran Financial Advisors
Michigan
$143K +$71.3K +1,069 +103%
PFGIA
468
Patriot Financial Group Insurance Agency
Massachusetts
$137K +$35.9K +538 +37%
CFN
469
Cordasco Financial Network
Florida
$136K +$33.4K +500 +33%
WIM
470
Westside Investment Management
California
$123K
WB
471
Webster Bank
Connecticut
$119K -$563K -8,435 -83%
WG
472
Welch Group
Alabama
$118K +$116K +1,731 New
CTC
473
Central Trust Company
Missouri
$116K -$667 -10 -0.6%
MA
474
MUFG Americas
New York
$109K -$43.4K -651 -29%
CCMW
475
Cypress Capital Management (Wyoming)
Wyoming
$108K

XLI Hedge Fund Activity: Q2 2017 in Review

546 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2017, worth a combined $7.88B — down 9.2% from $8.67B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XLI positions and 56 closed out — a net gain of 18 holders — while 213 added to existing stakes and 186 trimmed.

The largest buyer was Citigroup, adding an estimated $134M. The largest seller was Barclays, cutting an estimated $1.02B.

  • 546 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2017, up from 535 in Q1 2017.
  • Funds reported $7.88B of State Street Industrial Select Sector SPDR ETF stock for Q2 2017, down 9.2% quarter-over-quarter.
  • 74 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2017 and 56 closed out, a net change of +18 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2017 was Citigroup, an estimated $134M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2017 was Barclays, an estimated $1.02B sold.

Based on aggregated 13F filings for Q2 2017.