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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
RG
476
Rikoon Group
New Mexico
$253K -$10.2K -137 -4%
DY
477
Dowling & Yahnke
California
$253K -$4.08K -55 -2%
KIG
478
Kessler Investment Group
Indiana
$252K -$11K -148 -4%
PG
479
Patten Group
Tennessee
$251K -$64.9K -875 -20%
KA
480
Kovack Advisors
Florida
$246K -$119K -1,602 -32%
AWA
481
ARS Wealth Advisors
Florida
$245K +$2.23K +30 +0.9%
SCM
482
Stellar Capital Management
Arizona
$245K +$34.6K +467 +16%
BRF
483
B. Riley Financial
California
$242K +$23.4K +315 +11%
PAM
484
Private Asset Management
California
$241K +$250K +3,371 New
SFG
485
StrategIQ Financial Group
Indiana
$240K +$15.2K +205 +7%
BAS
486
Brown Advisory Securities
Maryland
$239K -$345K -4,653 -58%
PFA
487
Pathway Financial Advisors
Vermont
$236K
BL
488
BFSG LLC
California
$233K
CAM
489
Concorde Asset Management
Michigan
$233K +$1.33K +18 +0.6%
AIM
490
Acropolis Investment Management
Missouri
$231K -$10K -135 -4%
BFS
491
Bradley Foster & Sargent
Connecticut
$231K
PIM
492
Parker Investment Management
California
$230K
WTC
493
WhitTier Trust Company
Nevada
$227K +$90K +1,214 +62%
SCP
494
Silverleafe Capital Partners
Tennessee
$225K +$232K +3,134 New
MCM
495
MV Capital Management
Maryland
$224K -$902K -12,167 -80%
BWM
496
BerganKDV Wealth Management
Minnesota
$224K
CG
497
Caprock Group
Idaho
$224K +$2.89K +39 +1%
RWA
498
River Wealth Advisors
Pennsylvania
$223K
SBWM
499
Sunflower Bank Wealth Management
Arizona
$222K -$4.12M -55,558 -95%
SCCM
500
Schafer Cullen Capital Management
New York
$222K +$230K +3,105 New

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.