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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
VWM
476
Valley Wealth Managers
New Jersey
$268K
GFS
477
GYL Financial Synergies
Connecticut
$267K +$22.8K +300 +10%
SFSIG
478
San Francisco Sentry Investment Group
California
$266K -$16.7K -219 -6%
HPC
479
Hobart Private Capital
North Carolina
$265K +$260K +3,424 New
BAAM
480
Baker Avenue Asset Management
California
$265K +$3.27K +43 +1%
FAM
481
Foothills Asset Management
Arizona
$263K -$9.51K -125 -4%
AC
482
Alley Company
Illinois
$263K -$989 -13 -0.4%
BWM
483
BerganKDV Wealth Management
Minnesota
$263K
RJT
484
Raymond James Trust
Florida
$255K -$14.6K -192 -6%
PFA
485
Pathway Financial Advisors
Vermont
$255K
BCA
486
Bray Capital Advisors
Florida
$254K -$292K -3,844 -54%
NCM
487
Noesis Capital Mangement
Florida
$254K -$23.2K -305 -9%
Bank of Nova Scotia
488
Bank of Nova Scotia
Ontario, Canada
$252K
FGAM
489
Financial Gravity Asset Management
Texas
$251K -$225K -2,954 -48%
EB
490
Eastern Bank
Massachusetts
$250K -$395K -5,195 -62%
DWA
491
Dougherty Wealth Advisers
Minnesota
$250K
SIA
492
Strategic Investment Advisors
Michigan
$250K +$244K +3,208 New
TFS
493
TrustCore Financial Services
Tennessee
$249K -$45.6K -600 -16%
MC
494
Moors & Cabot
Massachusetts
$249K -$5.02K -66 -2%
AIM
495
Allen Investment Management
New York
$248K
BFS
496
Bradley Foster & Sargent
Connecticut
$244K -$5.4K -71 -2%
KFGK
497
Keystone Financial Group (Kentucky)
Kentucky
$244K +$1.22K +16 +0.5%
SW
498
SlateStone Wealth
Florida
$243K -$22.8K -300 -9%
BL
499
BFSG LLC
California
$240K
FHB
500
First Hawaiian Bank
Hawaii
$238K -$38K -500 -14%

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.