We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
476
Welch Group
Alabama
$391K +$380K +5,080 New
EWM
477
Evercore Wealth Management
New York
$386K +$54.2K +725 +17%
ECM
478
Evergreen Capital Management
Washington
$385K
CL
479
CPWM LLC
Washington
$383K
NRS
480
Neville Rodie & Shaw
New York
$383K +$22.4K +300 +6%
M&T Bank
481
M&T Bank
New York
$380K +$78.2K +1,046 +27%
HIS
482
Harvest Investment Services
Illinois
$378K +$368K +4,917 New
PSUF
483
People's United Financial
Connecticut
$376K -$9.35K -125 -2%
AWM
484
Avitas Wealth Management
California
$376K -$8.53K -114 -2%
LWM
485
Loveless Wealth Management
Montana
$372K +$118K +1,575 +48%
CT
486
Cambridge Trust
Massachusetts
$371K -$39.6K -530 -10%
GHAM
487
Gilman Hill Asset Management
Connecticut
$370K
VF
488
Virtu Financial
New York
$369K -$1.68M -22,423 -82%
RIA
489
Realta Investment Advisors
Delaware
$369K +$126K +1,683 +54%
H
490
HoyleCohen
California
$363K
CT
491
Chicago Trust
Illinois
$362K
WI
492
Wintrust Investments
Illinois
$361K
GC
493
Grace Capital
Massachusetts
$356K +$20.6K +275 +6%
DADC
494
D.A. Davidson & Co
Montana
$355K +$33.5K +448 +11%
GT
495
Greenleaf Trust
Michigan
$349K
SIM
496
Sterling Investment Management
Arizona
$347K -$3.14K -42 -0.9%
PJB
497
Paul John Balson
California
$346K +$449 +6 +0.1%
OCM
498
Orleans Capital Management
Louisiana
$344K -$7.48K -100 -2%
WAM
499
Weatherly Asset Management
California
$344K -$1.12K -15 -0.3%
HC
500
HNP Capital
New York
$338K +$311K +4,161 New

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.