We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
SMFG
26
Sumitomo Mitsui Financial Group
Japan
$42.9M +$47.2M +666,500 New
Caisse de Depot et Placement du Quebec (CDPQ)
27
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$42.4M +$6.04M +85,212 +15%
Bank of Nova Scotia
28
Bank of Nova Scotia
Ontario, Canada
$38.9M -$21.5M -303,915 -34%
RJA
29
Raymond James & Associates
Florida
$38.2M +$1.39M +19,677 +3%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$35.9M -$1.51M -21,259 -4%
SCCM
31
Schafer Cullen Capital Management
New York
$32.9M +$36.2M +510,502 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$32.8M -$9.35M -131,944 -21%
Deutsche Bank
33
Deutsche Bank
Germany
$32.4M +$1.27M +17,977 +4%
SEIA
34
Signature Estate & Investment Advisors
California
$32M +$470K +6,633 +1%
Barclays
35
Barclays
United Kingdom
$29.5M -$338M -4,771,101 -91%
SAS
36
Sage Advisory Services
Texas
$26.9M +$9.27M +130,870 +46%
PAG
37
Pinnacle Advisory Group
Maryland
$25.8M -$1.49M -20,989 -5%
ONB
38
Old National Bancorp
Indiana
$22.2M -$316K -4,455 -1%
Northern Trust
39
Northern Trust
Illinois
$21M -$1.04M -14,678 -4%
PVH
40
Psagot Value Holdings
Israel
$20.5M +$667K +9,419 +3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$20.4M -$774K -10,915 -3%
MIH
42
Meitav Investment House
Israel
$20M -$4.96K -70 -0%
Citadel Advisors
43
Citadel Advisors
Florida
$19.2M +$5.34M +75,357 +34%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$19.1M
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$18.9M -$363K -5,125 -2%
DA
46
Duality Advisers
Florida
$18.8M +$20.7M +291,420 New
EB
47
Eastern Bank
Massachusetts
$17.3M +$202K +2,849 +1%
ECM
48
Element Capital Management
New York
$16.7M +$18.4M +259,176 New
Wellington Management Group
49
Wellington Management Group
Massachusetts
$16.4M +$15M +212,331 +508%
US Bancorp
50
US Bancorp
Minnesota
$16M -$353K -4,987 -2%

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.