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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
501
Parker Investment Management
California
$207K
GFS
502
GYL Financial Synergies
Connecticut
$203K +$223K +3,144 New
BA
503
Boston Advisors
Massachusetts
$202K +$222K +3,136 New
BL
504
BFSG LLC
California
$201K -$9.28K -131 -4%
KIG
505
Kessler Investment Group
Indiana
$201K -$4.75K -67 -2%
QAM
506
Questar Asset Management
Minnesota
$201K +$221K +3,116 New
PFA
507
Pettinga Financial Advisors
Indiana
$201K +$221K +3,125 New
JGIA
508
Jackson Grant Investment Advisers
Connecticut
$199K -$79.6K -1,123 -27%
PAI
509
Pittenger & Anderson Inc
Nebraska
$197K
MA
510
MUFG Americas
New York
$193K -$53.5K -755 -20%
OC
511
Oakworth Capital
Alabama
$190K
FNBOSM
512
First National Bank of South Miami
Florida
$184K +$181K +2,558 New
MFBTD
513
MB Financial Bank - Trust Department
Illinois
$177K +$42.5K +600 +28%
BBPWM
514
Blue Bell Private Wealth Management
Pennsylvania
$176K
RWA
515
River Wealth Advisors
Pennsylvania
$165K -$54.7K -772 -23%
FCB
516
First Command Bank
Texas
$151K -$166K -2,349 -50%
FCFS
517
First Command Financial Services
Texas
$151K -$166K -2,349 -50%
CFA
518
Carroll Financial Associates
North Carolina
$135K +$4.54K +64 +3%
JIR
519
James Investment Research
Ohio
$135K +$98.9K +1,395 +199%
APW
520
Acima Private Wealth
Virginia
$135K +$148K +2,092 New
AC
521
Avestar Capital
New York
$132K
RMC
522
Resources Management Corp
Connecticut
$131K +$5.32K +75 +4%
CCMW
523
Cypress Capital Management (Wyoming)
Wyoming
$128K -$8.57K -121 -6%
EWA
524
Evolution Wealth Advisors
Florida
$128K +$141K +1,983 New
WIM
525
Westside Investment Management
California
$115K

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.