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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
451
CPWM LLC
Washington
$359K +$373K +4,836 New
Brown Advisory
452
Brown Advisory
Maryland
$357K +$20.7K +269 +6%
IWC
453
Integrated Wealth Concepts
Massachusetts
$357K +$37.8K +490 +11%
GHAM
454
Gilman Hill Asset Management
Connecticut
$357K +$370K +4,800 New
TFF
455
The Family Firm
Maryland
$353K +$1.46K +19 +0.4%
FWCM
456
Ferguson Wellman Capital Management
Oregon
$352K -$51.5K -669 -12%
SS
457
Sunbelt Securities
Texas
$351K +$137K +1,782 +60%
SBA
458
Secrest Blakey & Associates
North Carolina
$346K -$21.9K -284 -6%
CT
459
Chicago Trust
Illinois
$341K -$6.01K -78 -2%
KCM
460
Kanawha Capital Management
Virginia
$339K -$385 -5 -0.1%
SIM
461
Sterling Investment Management
Arizona
$332K -$43.6K -566 -11%
NL
462
NVWM LLC
Pennsylvania
$331K +$200K +2,600 +133%
TFS
463
TrustCore Financial Services
Tennessee
$329K +$33.7K +438 +11%
CG
464
Colony Group
Massachusetts
$328K -$110K -1,432 -24%
TG
465
TLP Group
Illinois
$327K +$236K +3,063 +229%
PG
466
Patten Group
Tennessee
$325K +$3.85K +50 +1%
RJT
467
Raymond James Trust
Florida
$318K +$19.3K +251 +6%
JGIA
468
Jackson Grant Investment Advisers
Connecticut
$314K +$62.1K +806 +24%
SEI Investments
469
SEI Investments
Pennsylvania
$313K +$147K +1,904 +82%
DSC
470
Duncker Streett & Co
Missouri
$309K +$156K +2,030 +95%
JFA
471
JNBA Financial Advisors
Minnesota
$302K
MIH
472
Meitav Investment House
Israel
$297K -$35.4M -459,537 -99%
BSW
473
Buckingham Strategic Wealth
Missouri
$293K +$58.9K +765 +24%
WA
474
WP Advisors
California
$292K +$1.23K +16 +0.4%
SFSIG
475
San Francisco Sentry Investment Group
California
$287K -$15.6K -203 -5%

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.