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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
CT
451
Chicago Trust
Illinois
$353K +$24.1K +331 +8%
SFG
452
StrategIQ Financial Group
Indiana
$348K -$35.6K -489 -10%
KCM
453
Kanawha Capital Management
Virginia
$346K +$5.09K +70 +2%
IWC
454
Integrated Wealth Concepts
Massachusetts
$345K +$322K +4,420 New
Brown Advisory
455
Brown Advisory
Maryland
$343K -$14.6K -200 -4%
IGGA
456
Iron Gate Global Advisors
Utah
$343K
JIC
457
Johnson Investment Counsel
Ohio
$333K +$32K +440 +11%
PGIM
458
Pacific Global Investment Management
California
$330K +$1.67K +23 +0.5%
PG
459
Patten Group
Tennessee
$328K +$30.3K +416 +11%
MA
460
Montag & Associates
Georgia
$316K -$18.2K -250 -6%
NAP
461
New Amsterdam Partners
New York
$314K +$302K +4,152 New
RPC
462
Rossmore Private Capital
Connecticut
$312K +$300K +4,129 New
SFSIG
463
San Francisco Sentry Investment Group
California
$308K +$15.8K +217 +6%
JFA
464
JNBA Financial Advisors
Minnesota
$307K
RJT
465
Raymond James Trust
Florida
$304K -$12.6K -173 -4%
BFM
466
Boothbay Fund Management
New York
$303K -$2.26M -31,000 -89%
TFS
467
TrustCore Financial Services
Tennessee
$302K +$291K +3,995 New
WA
468
WP Advisors
California
$296K +$1.46K +20 +0.5%
OTC
469
Opera Trading Capital
France
$295K -$2.91M -40,000 -91%
GT
470
Glenview Trust
Kentucky
$292K
XS
471
XML Securities
Maryland
$288K +$278K +3,815 New
WI
472
WrapManager Inc
California
$287K -$48K -659 -15%
FCB
473
First Command Bank
Texas
$287K -$146 -2 -0.1%
FCFS
474
First Command Financial Services
Texas
$287K -$146 -2 -0.1%
Luther King Capital Management (LKCM)
475
Luther King Capital Management (LKCM)
Texas
$284K

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.