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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Caprock Group
Idaho
$230K -$15K -195 -6%
BCM
502
Brookstone Capital Management
Illinois
$229K +$237K +3,076 New
GLA
503
Good Life Advisors
Pennsylvania
$227K +$21.4K +278 +10%
MCM
504
Maryland Capital Management
Maryland
$223K
MTIM
505
Marathon Trading Investment Management
Pennsylvania
$223K +$231K +3,000 New
BRF
506
B. Riley Financial
California
$221K +$229K +2,972 New
SCM
507
Stellar Capital Management
Arizona
$220K -$7.71K -100 -3%
BBPWM
508
Blue Bell Private Wealth Management
Pennsylvania
$217K
Franklin Resources
509
Franklin Resources
California
$215K +$3.62K +47 +2%
MSR
510
Main Street Research
Connecticut
$214K +$222K +2,876 New
OC
511
Oakworth Capital
Alabama
$213K
MA
512
Montag & Associates
Georgia
$210K -$104K -1,345 -32%
EWM
513
Empirical Wealth Management
Washington
$210K +$218K +2,829 New
RIA
514
Regal Investment Advisors
Michigan
$208K +$216K +2,797 New
PFGIA
515
Patriot Financial Group Insurance Agency
Massachusetts
$207K -$4.55K -59 -2%
B
516
Bailard
California
$205K -$23K -298 -10%
VWM
517
Valley Wealth Managers
New Jersey
$200K -$7.71K -100 -4%
KFA
518
Kabarec Financial Advisors
Illinois
$200K +$1.7K +22 +0.8%
RFA
519
Reilly Financial Advisors
California
$199K +$19.3K +250 +10%
FPS
520
Fieldpoint Private Securities
Connecticut
$196K
C
521
Cerebellum
California
$185K +$192K +2,490 New
APP
522
Avantax Planning Partners
Iowa
$183K +$190K +2,468 New
MCWS
523
McKinley Carter Wealth Services
West Virginia
$178K +$185K +2,398 New
FCB
524
First Command Bank
Texas
$175K -$111K -1,443 -38%
MA
525
MUFG Americas
New York
$168K +$50.8K +659 +41%

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.