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State Street Industrial Select Sector SPDR ETF

670 hedge funds and large institutions have $8.88B invested in State Street Industrial Select Sector SPDR ETF in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

3% less funds holding

Funds holding: 692670 (-22)

5% less capital invested

Capital invested by funds: $9.4B → $8.88B (-$514M)

7.26% less ownership

Funds ownership: 92.96%85.7% (-7.3%)

16% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 77

34% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 289

56% less call options, than puts

Call options by funds: $477M | Put options by funds: $1.08B

Holders
670
Holders Change
-22
Holders Change %
-3.18%
% of All Funds
14.55%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
65
Increased
192
Reduced
289
Closed
77
Calls
$477M
Puts
$1.08B
Net Calls
-$601M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
26
Paloma Partners
Connecticut
$53.9M +$47M +617,789 +789%
UBS AM
27
UBS AM
Illinois
$46.1M -$18.2M -239,506 -29%
RJA
28
Raymond James & Associates
Florida
$44.4M +$5.04M +66,251 +13%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$42.2M -$4.39M -57,756 -10%
SEIA
30
Signature Estate & Investment Advisors
California
$40.3M +$1.06M +13,951 +3%
CS
31
Credit Suisse
Switzerland
$37.1M +$17.9M +235,875 +97%
UCFA
32
United Capital Financial Advisors
Texas
$35.9M -$12.1M -158,542 -25%
CL
33
Cabana LLC
Arkansas
$34M +$34M +446,933 +6,311%
Wellington Management Group
34
Wellington Management Group
Massachusetts
$33.7M +$22.3M +293,463 +207%
ONB
35
Old National Bancorp
Indiana
$27.9M -$139K -1,823 -0.5%
HighTower Advisors
36
HighTower Advisors
Illinois
$27.7M +$10.3M +135,724 +61%
HIM
37
Hanlon Investment Management
New Jersey
$25.2M -$2.08M -27,307 -8%
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$24.5M -$10.2M -134,099 -30%
Simplex Trading
39
Simplex Trading
Illinois
$24.2M +$22.6M +297,790 +1,994%
AssetMark Inc
40
AssetMark Inc
California
$23.3M -$11.8M -154,657 -34%
FIA
41
Foundations Investment Advisors
Arizona
$23.1M +$22.6M +296,647 New
Northern Trust
42
Northern Trust
Illinois
$22.3M +$128K +1,689 +0.6%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$21.4M -$1.82M -23,996 -8%
BFA
44
Beaumont Financial Advisors
Massachusetts
$20.9M +$17.4M +228,516 +547%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$19.4M -$781K -10,266 -4%
Stifel Financial
46
Stifel Financial
Missouri
$19.4M +$5.96M +78,436 +46%
KIA
47
KCM Investment Advisors
California
$18.8M +$1.48M +19,457 +9%
MIS
48
Morningstar Investment Services
Illinois
$18.1M +$715K +9,400 +4%
US Bancorp
49
US Bancorp
Minnesota
$16.9M -$958K -12,595 -5%
PAG
50
Pinnacle Advisory Group
Maryland
$16.6M -$415K -5,464 -2%

XLI Hedge Fund Activity: Q2 2019 in Review

670 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2019, worth a combined $8.88B — down 5.5% from $9.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of XLI and 65 opened new positions — a net loss of 12 holders — while 289 trimmed existing stakes and 192 added.

The largest buyer was JP Morgan Chase, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $284M.

  • 670 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2019, down from 692 in Q1 2019.
  • Funds reported $8.88B of State Street Industrial Select Sector SPDR ETF stock for Q2 2019, down 5.5% quarter-over-quarter.
  • 65 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2019 and 77 closed out, a net change of -12 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $148M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2019 was Bank of America, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2019.