We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
451
Cavalier Investments
Georgia
$292K -$18.8M -253,948 -98%
TFS
452
TrustCore Financial Services
Tennessee
$291K -$27.1K -365 -8%
JFA
453
JNBA Financial Advisors
Minnesota
$291K
TPWA
454
TRUE Private Wealth Advisors
Oregon
$290K +$301K +4,060 New
DWM
455
Dynasty Wealth Management
Florida
$288K -$450K -6,070 -60%
CAM
456
Cozad Asset Management
Illinois
$287K +$298K +4,013 New
IGGA
457
Iron Gate Global Advisors
Utah
$286K +$47.1K +635 +19%
WA
458
WP Advisors
California
$283K +$1.26K +17 +0.4%
MC
459
Moors & Cabot
Massachusetts
$282K -$554K -7,475 -65%
TA
460
Tiedemann Advisors
New York
$282K +$292K +3,935 New
OTC
461
Opera Trading Capital
France
$280K
CG
462
Colony Group
Massachusetts
$278K -$39.5K -533 -12%
SEI Investments
463
SEI Investments
Pennsylvania
$277K -$25.7K -347 -8%
GT
464
Glenview Trust
Kentucky
$277K
FPS
465
Fieldpoint Private Securities
Connecticut
$277K +$91.8K +1,238 +47%
PSUF
466
People's United Financial
Connecticut
$273K -$593K -8,000 -68%
IHL
467
Investment House LLC
California
$270K +$280K +3,770 New
Luther King Capital Management (LKCM)
468
Luther King Capital Management (LKCM)
Texas
$267K -$1.85K -25 -0.7%
GLA
469
Good Life Advisors
Pennsylvania
$265K +$48.3K +651 +21%
CAN
470
Claraphi Advisory Network
United States
$261K -$193K -2,603 -42%
DDC
471
Daniel Devine & Co
Florida
$261K
GWM
472
Geneos Wealth Management
Colorado
$260K -$142K -1,909 -34%
FLPIM
473
F.L. Putnam Investment Management
Massachusetts
$259K +$268K +3,609 New
WFWM
474
Wechter Feldman Wealth Management
New Jersey
$257K
BSW
475
Buckingham Strategic Wealth
Missouri
$253K -$30.4K -410 -10%

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.