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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
MFBTD
476
MB Financial Bank - Trust Department
Illinois
$282K +$18.9K +260 +7%
FP
477
FDO Partners
Massachusetts
$282K +$271K +3,726 New
BAS
478
Brown Advisory Securities
Maryland
$281K +$271K +3,720 New
ACM
479
Aviance Capital Management
Florida
$274K -$30.9K -425 -11%
CS
480
Comerica Securities
Michigan
$270K +$5.46K +75 +2%
CG
481
Caprock Group
Idaho
$263K -$17.5K -240 -7%
RIM
482
Rampart Investment Management
Connecticut
$263K +$253K +3,480 New
JGIA
483
Jackson Grant Investment Advisers
Connecticut
$259K +$168K +2,307 +207%
LNC
484
Lincoln National Corp
Pennsylvania
$258K +$248K +3,409 New
AIM
485
Acropolis Investment Management
Missouri
$257K
PAI
486
Pittenger & Anderson Inc
Nebraska
$252K -$25.5K -350 -9%
PFA
487
Pathway Financial Advisors
Vermont
$250K +$240K +3,300 New
SAM
488
Solaris Asset Management
New York
$247K -$741K -10,190 -76%
FHA
489
Flagship Harbor Advisors
Massachusetts
$247K
PA
490
Pinnacle Associates
New York
$247K +$8.29K +114 +4%
BL
491
BFSG LLC
California
$244K
PIM
492
Parker Investment Management
California
$243K
FPGK
493
Financial Partners Group (Kansas)
Kansas
$240K +$231K +3,174 New
BSW
494
Buckingham Strategic Wealth
Missouri
$240K +$231K +3,175 New
BFS
495
Bradley Foster & Sargent
Connecticut
$239K -$27.7K -380 -11%
GWM
496
Geneos Wealth Management
Colorado
$237K +$176K +2,417 +333%
BWM
497
BerganKDV Wealth Management
Minnesota
$236K -$17.2K -237 -7%
RWA
498
River Wealth Advisors
Pennsylvania
$235K
W
499
WealthShield
North Carolina
$232K +$222K +3,049 New
WP
500
WealthShield Partners
North Carolina
$232K +$222K +3,049 New

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.