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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
B
501
Bailard
California
$231K
SCM
502
Stellar Capital Management
Arizona
$231K +$17.4K +239 +8%
MCM
503
Maryland Capital Management
Maryland
$227K
PFGIA
504
Patriot Financial Group Insurance Agency
Massachusetts
$226K +$17.1K +235 +9%
SS
505
Sunbelt Securities
Texas
$223K -$35.2K -484 -14%
GLA
506
Good Life Advisors
Pennsylvania
$223K +$208K +2,852 New
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$221K
OC
508
Oakworth Capital
Alabama
$220K
CC
509
Cedar Capital
Illinois
$220K +$212K +2,909 New
NFG
510
Next Financial Group
Texas
$219K -$1.45M -19,941 -87%
BJL
511
Brighton Jones LLC
Washington
$219K -$9.02K -124 -4%
Franklin Resources
512
Franklin Resources
California
$216K
AWM
513
AE Wealth Management
Kansas
$213K -$483K -6,636 -70%
VWM
514
Valley Wealth Managers
New Jersey
$212K +$203K +2,796 New
UFF
515
USA Financial Formulas
Michigan
$211K +$203K +2,795 New
FNBT
516
FineMark National Bank & Trust
Florida
$208K +$200K +2,747 New
AIA
517
Allegis Investment Advisors
Idaho
$207K -$126K -1,731 -39%
KFA
518
Kabarec Financial Advisors
Illinois
$202K +$194K +2,668 New
Neuberger Berman Group
519
Neuberger Berman Group
New York
$201K -$40K -550 -17%
FPS
520
Fieldpoint Private Securities
Connecticut
$199K +$36.4K +500 +23%
MCM
521
MV Capital Management
Maryland
$196K -$898K -12,344 -83%
KHLMVGHM
522
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$186K
EWM
523
Evercore Wealth Management
New York
$183K -$8.73K -120 -5%
RFA
524
Reilly Financial Advisors
California
$183K -$2.84K -39 -2%
AP
525
Advisors Preferred
Maryland
$183K +$176K +2,417 New

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.