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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
SBL
451
Sargent Bickham Lagudis
Colorado
$449K
CF
452
Centaurus Financial
California
$449K +$295K +3,950 +210%
CC
453
Centiva Capital
New York
$447K +$435K +5,812 New
FFN
454
Focus Financial Network
Minnesota
$445K -$52K -695 -11%
FANJ
455
Financial Architects (New Jersey)
New Jersey
$442K +$15K +200 +4%
MIG
456
McGuire Investment Group
Rhode Island
$435K -$8.38K -112 -2%
MOS
457
MGO One Seven
Ohio
$434K -$7.18K -96 -2%
BWP
458
Bernardo Wealth Planning
Pennsylvania
$433K +$17.1K +229 +4%
ET
459
Equitable Trust
Tennessee
$432K -$29.9K -400 -7%
PWSG
460
Pacific Wealth Strategies Group
California
$431K -$763K -10,202 -65%
OIA
461
OneDigital Investment Advisors
Kansas
$431K +$37.5K +502 +10%
GWM
462
Greenwich Wealth Management
Connecticut
$430K -$19.1K -256 -4%
SCA
463
Sage Capital Advisors
South Dakota
$427K +$6.06K +81 +1%
HB
464
Homrich & Berg
Georgia
$421K -$47.6K -637 -10%
GEA
465
Glen Eagle Advisors
New Jersey
$419K
ARG
466
Advisory Resource Group
Oklahoma
$411K +$399K +5,340 New
ACP
467
Aviance Capital Partners
Florida
$407K
WA
468
Winfield Associates
Ohio
$403K -$245K -3,275 -39%
WS
469
Wedbush Securities
California
$403K -$26.9K -360 -6%
NWP
470
Northstar Wealth Partners
Connecticut
$401K -$287K -3,840 -42%
HCP
471
Hexagon Capital Partners
Arkansas
$400K +$384K +5,136 New
WFM
472
Wolff Financial Management
Michigan
$397K
MWA
473
Meridian Wealth Advisors
Texas
$396K +$112K +1,500 +41%
CRC
474
Curi RMB Capital
Illinois
$391K -$509K -6,805 -57%
NFG
475
Next Financial Group
Texas
$391K +$65.1K +870 +21%

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.