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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
476
Glenview Trust
Kentucky
$287K
Luther King Capital Management (LKCM)
477
Luther King Capital Management (LKCM)
Texas
$279K
KIG
478
Kessler Investment Group
Indiana
$272K -$439K -5,702 -61%
DDC
479
Daniel Devine & Co
Florida
$271K -$170K -2,200 -38%
WFWM
480
Wechter Feldman Wealth Management
New Jersey
$266K -$6.67M -86,561 -96%
DY
481
Dowling & Yahnke
California
$266K -$112K -1,454 -29%
RG
482
Rikoon Group
New Mexico
$266K +$283K +3,667 New
XS
483
XML Securities
Maryland
$255K -$30K -389 -10%
AWA
484
ARS Wealth Advisors
Florida
$251K -$206K -2,670 -44%
IGGA
485
Iron Gate Global Advisors
Utah
$250K -$90.3K -1,172 -26%
AIM
486
Acropolis Investment Management
Missouri
$249K -$3.08K -40 -1%
MFBTD
487
MB Financial Bank - Trust Department
Illinois
$247K -$31.3K -406 -11%
FHA
488
Flagship Harbor Advisors
Massachusetts
$247K +$15.9K +206 +6%
PFA
489
Pathway Financial Advisors
Vermont
$245K
PAI
490
Pittenger & Anderson Inc
Nebraska
$242K -$5.78K -75 -2%
BL
491
BFSG LLC
California
$242K +$2.39K +31 +1%
BFS
492
Bradley Foster & Sargent
Connecticut
$240K +$5.47K +71 +2%
ACM
493
Aviance Capital Management
Florida
$239K -$30.8K -400 -11%
PIM
494
Parker Investment Management
California
$239K
BJL
495
Brighton Jones LLC
Washington
$239K +$25K +325 +11%
CAM
496
Concorde Asset Management
Michigan
$238K -$455K -5,905 -65%
BDS
497
Banco de Sabadell
Florida
$237K +$248K +3,215 New
SFG
498
StrategIQ Financial Group
Indiana
$234K -$111K -1,447 -31%
BWM
499
BerganKDV Wealth Management
Minnesota
$232K
RWA
500
River Wealth Advisors
Pennsylvania
$231K

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.