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State Street Industrial Select Sector SPDR ETF

546 hedge funds and large institutions have $7.88B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 213 increasing their positions, 186 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 56

18% more funds holding in top 10

Funds holding in top 10: 3440 (+6)

15% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 186

2% more funds holding

Funds holding: 535546 (+11)

9% less capital invested

Capital invested by funds: $8.67B → $7.88B (-$796M)

10.08% less ownership

Funds ownership: 83.31%73.23% (-10%)

50% less call options, than puts

Call options by funds: $370M | Put options by funds: $739M

Holders
546
Holders Change
+11
Holders Change %
+2.06%
% of All Funds
13.61%
Holding in Top 10
40
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+17.65%
% of All Funds
1%
New
74
Increased
213
Reduced
186
Closed
56
Calls
$370M
Puts
$739M
Net Calls
-$368M
Net Calls Change
+$263M
Name Holding Trade Value Shares
Change
Change in
Stake
DPA
501
Delphi Private Advisors
California
$44K
BTIS
502
BB&T Investment Services
North Carolina
$42K +$35.2K +528 +686%
UWPG
503
Ullmann Wealth Partners Group
Florida
$40K -$2K -30 -5%
CHC
504
City Holding Co
West Virginia
$40K
SAM
505
Shamrock Asset Management
Texas
$39K +$37.9K +568 New
ClearBridge Investments
506
ClearBridge Investments
New York
$32K
WAM
507
Wealthspire Advisors (Maryland)
Maryland
$31K +$8.21K +123 +37%
NIC
508
Northwest Investment Counselors
Oregon
$31K +$30.6K +458 New
MIM
509
Macroview Investment Management
Maryland
$29K +$28.4K +425 New
M
510
MOTCO
Texas
$24K -$10.9K -163 -32%
PCFFS
511
Pacific Center for Financial Services
California
$24K
BP
512
Ballentine Partners
Massachusetts
$24K +$22.9K +343 New
MCM
513
McKinley Capital Management
Alaska
$23K +$22.3K +334 New
MRCM
514
M&R Capital Management
New Jersey
$22K
FMII
515
Farmers & Merchants Investments Inc
Nebraska
$19K +$9.34K +140 +101%
APSP
516
Asset Planning Services (Pennsylvania)
Pennsylvania
$17K +$16.7K +250 New
GWS
517
Glassman Wealth Services
Virginia
$16K
WTC
518
WhitTier Trust Company
Nevada
$16K
NA
519
NewEdge Advisors
Louisiana
$15.8K +$15.3K +229 New
CFD
520
Creative Financial Designs
Indiana
$15K +$12.7K +191 +682%
ATC
521
Adirondack Trust Company
New York
$14K
PFBT
522
Parkside Financial Bank & Trust
Missouri
$14K
Victory Capital Management
523
Victory Capital Management
Texas
$11K +$10.3K +155 New
BWA
524
BDO Wealth Advisors
Florida
$11K +$10.5K +158 New
AIS
525
Accurate Investment Solutions
Pennsylvania
$10K

XLI Hedge Fund Activity: Q2 2017 in Review

546 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2017, worth a combined $7.88B — down 9.2% from $8.67B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new XLI positions and 56 closed out — a net gain of 18 holders — while 213 added to existing stakes and 186 trimmed.

The largest buyer was Citigroup, adding an estimated $134M. The largest seller was Barclays, cutting an estimated $1.02B.

  • 546 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2017, up from 535 in Q1 2017.
  • Funds reported $7.88B of State Street Industrial Select Sector SPDR ETF stock for Q2 2017, down 9.2% quarter-over-quarter.
  • 74 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2017 and 56 closed out, a net change of +18 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2017 was Citigroup, an estimated $134M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2017 was Barclays, an estimated $1.02B sold.

Based on aggregated 13F filings for Q2 2017.