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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

622 hedge funds and large institutions have $11.2B invested in Industrial Select Sector SPDR Fund in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
14.24%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
68
Increased
221
Reduced
227
Closed
69
Calls
$929M
Puts
$966M
Net Calls
-$36.5M
Net Calls Change
+$1.2B

Top Buyers

1
Barclays
Barclays
United Kingdom
+$121M
2
Bank of America
Bank of America
North Carolina
+$113M
3
QIM
Quantitative Investment Management
Virginia
+$76.8M
4
CHCM
Columbus Hill Capital Management
New Jersey
+$55.5M
5
MB
Mizuho Bank
Japan
+$51M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$256M
2
Goldman Sachs
Goldman Sachs
New York
-$254M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$173M
4
Citigroup
Citigroup
New York
-$106M
5
CM
Churchill Management
California
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
501
Linscomb Wealth
Texas
$224K +$224K +2,861 New
EWM
502
Empirical Wealth Management
Washington
$222K – – –
WTC
503
WhitTier Trust Company
Nevada
$221K -$28.2K -359 -11%
PFA
504
Pathway Financial Advisors
Vermont
$220K – – –
AWA
505
ARS Wealth Advisors
Florida
$217K -$50.9K -649 -19%
SMC
506
Smith, Moore & Co
Missouri
$216K +$216K +2,761 New
BBPWM
507
Blue Bell Private Wealth Management
Pennsylvania
$214K – – –
VWM
508
Valley Wealth Managers
New Jersey
$212K +$212K +2,709 New
BFO
509
Boston Family Office
Massachusetts
$211K +$211K +2,690 New
BWM
510
Brickley Wealth Management
California
$204K +$204K +2,600 New
HH
511
Hilltop Holdings
Texas
$204K +$204K +2,608 New
FWM
512
Frontier Wealth Management
Missouri
$203K +$203K +2,588 New
Franklin Resources
513
Franklin Resources
California
$202K +$202K +2,572 New
DC
514
Davenport & Co
Virginia
$202K +$202K +2,574 New
RFA
515
Reilly Financial Advisors
California
$197K – – –
MFBTD
516
MB Financial Bank - Trust Department
Illinois
$168K – – –
CCMW
517
Cypress Capital Management (Wyoming)
Wyoming
$165K – – –
LJHT
518
Laurie J. Hall Trustee
$164K – – –
AC
519
Avestar Capital
New York
$161K – – –
CFN
520
Cordasco Financial Network
Florida
$157K – – –
CFA
521
Carroll Financial Associates
North Carolina
$156K +$70.6K +901 +83%
RMC
522
Resources Management Corp
Connecticut
$154K +$154K +1,970 New
PMFA
523
Plante Moran Financial Advisors
Michigan
$149K – – –
WIM
524
Westside Investment Management
California
$142K – – –
APP
525
Avantax Planning Partners
Iowa
$139K +$139K +1,779 New
19 20
21
22 23