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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
GVAG
476
Great Valley Advisor Group
Delaware
$249K +$274K +3,865 New
GWM
477
Geneos Wealth Management
Colorado
$244K +$71 +1 +0%
SFSIG
478
San Francisco Sentry Investment Group
California
$243K -$10.6K -149 -4%
FPS
479
Fieldpoint Private Securities
Connecticut
$243K +$23.7K +335 +10%
AAS
480
Avantax Advisory Services
Texas
$243K +$270K +3,806 New
BOPW
481
Brandywine Oak Private Wealth
Pennsylvania
$242K +$267K +3,766 New
SFM
482
Stack Financial Management
Montana
$240K +$264K +3,731 New
DWA
483
Dougherty Wealth Advisers
Minnesota
$236K +$229K +3,229 New
SCM
484
Stellar Capital Management
Arizona
$235K -$4.61K -65 -2%
FAM
485
Foothills Asset Management
Arizona
$235K +$259K +3,653 New
PAM
486
Private Asset Management
California
$232K +$15.8K +223 +7%
Luther King Capital Management (LKCM)
487
Luther King Capital Management (LKCM)
Texas
$228K
FHA
488
Flagship Harbor Advisors
Massachusetts
$227K -$342K -4,828 -58%
CFB
489
Cullen/Frost Bankers
Texas
$227K -$140K -1,975 -36%
PWSG
490
Pacific Wealth Strategies Group
California
$226K +$249K +3,515 New
WFWM
491
Wechter Feldman Wealth Management
New Jersey
$224K -$7.58K -107 -3%
SFG
492
StrategIQ Financial Group
Indiana
$224K +$7.72K +109 +3%
BWM
493
BerganKDV Wealth Management
Minnesota
$219K +$19.5K +275 +9%
SW
494
SlateStone Wealth
Florida
$219K +$241K +3,400 New
MCM
495
MV Capital Management
Maryland
$218K -$832K -11,734 -78%
BFC
496
Blue Fin Capital
Rhode Island
$215K +$237K +3,343 New
PFA
497
Pathway Financial Advisors
Vermont
$213K
SF
498
Synovus Financial
Georgia
$213K +$116K +1,636 +98%
BFS
499
Bradley Foster & Sargent
Connecticut
$208K
AIM
500
Acropolis Investment Management
Missouri
$207K

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.