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State Street Industrial Select Sector SPDR ETF

896 hedge funds and large institutions have $13B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 216 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 56

63% more funds holding in top 10

Funds holding in top 10: 3049 (+19)

60% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 216

23% more capital invested

Capital invested by funds: $10.6B → $13B (+$2.44B)

19% more funds holding

Funds holding: 750896 (+146)

7.47% less ownership

Funds ownership: 87.85%80.38% (-7.5%)

38% less call options, than puts

Call options by funds: $550M | Put options by funds: $885M

Holders
896
Holders Change
+146
Holders Change %
+19.47%
% of All Funds
15.86%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
0.87%
New
216
Increased
345
Reduced
216
Closed
56
Calls
$550M
Puts
$885M
Net Calls
-$336M
Net Calls Change
-$576M
Name Holding Trade Value Shares
Change
Change in
Stake
CICI
451
Capital Investment Counsel Inc
North Carolina
$805K -$14.1K -167 -2%
BSG
452
Black Swift Group
Colorado
$804K -$2.63M -31,165 -77%
VDI
453
Vaughan David Investments
Illinois
$804K
CG
454
Colony Group
Massachusetts
$790K +$5.48K +65 +0.7%
SFA
455
Source Financial Advisors
New York
$784K +$746K +8,854 New
FA
456
FDx Advisors
Illinois
$780K +$742K +8,810 New
H
457
HoyleCohen
California
$773K +$339K +4,021 +85%
CI
458
Cavalier Investments
Georgia
$765K +$727K +8,634 New
FI
459
FormulaFolio Investments
Michigan
$765K +$728K +8,639 New
CCFCSB
460
Cape Cod Five Cents Savings Bank
Massachusetts
$760K +$723K +8,584 New
CI
461
Chartist Inc
California
$757K -$3.79K -45 -0.5%
ACA
462
Atlas Capital Advisors
Wyoming
$755K +$63.1K +749 +10%
RCAG
463
Rehmann Capital Advisory Group
Michigan
$744K +$144K +1,711 +26%
TC
464
TAP Consulting
Missouri
$738K +$134K +1,591 +24%
DAM
465
Doheny Asset Management
California
$737K +$400K +4,745 +133%
BWP
466
Bernardo Wealth Planning
Pennsylvania
$731K +$221K +2,628 +47%
SFM
467
Signet Financial Management
New Jersey
$721K -$52.5K -623 -7%
EAM
468
Evanson Asset Management
California
$713K -$5.48K -65 -0.8%
LNB
469
Ledyard National Bank
$708K -$20.2K -240 -3%
FBFS
470
First Business Financial Services
Wisconsin
$702K
VRM
471
Vectors Research Management
New York
$699K +$323K +3,828 +94%
CASB
472
Cape Ann Savings Bank
Massachusetts
$698K +$664K +7,885 New
TA
473
TruWealth Advisors
Louisiana
$697K +$663K +7,872 New
HC
474
HNP Capital
New York
$695K +$311K +3,691 +89%
HWA
475
Hillcrest Wealth Advisors
New Jersey
$691K +$409K +4,850 +164%

XLI Hedge Fund Activity: Q4 2020 in Review

896 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2020, worth a combined $13B — up 23% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new XLI positions and 56 closed out — a net gain of 160 holders — while 345 added to existing stakes and 216 trimmed.

The largest buyer was Prudential plc, adding an estimated $378M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $555M.

  • 896 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2020, up from 750 in Q3 2020.
  • Funds reported $13B of State Street Industrial Select Sector SPDR ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 216 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2020 and 56 closed out, a net change of +160 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2020 was Prudential plc, an estimated $378M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $555M sold.

Based on aggregated 13F filings for Q4 2020.