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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
SSWG
501
Seven Springs Wealth Group
Tennessee
$337K +$18K +241 +6%
DSC
502
Duncker Streett & Co
Missouri
$333K +$37.4K +500 +13%
DY
503
Dowling & Yahnke
California
$329K -$25.1K -335 -7%
3AM
504
3D Asset Management
Connecticut
$329K +$319K +4,271 New
MCM
505
MAI Capital Management
Ohio
$322K +$4.49K +60 +1%
KPWS
506
Kestra Private Wealth Services
Texas
$318K +$309K +4,125 New
VRM
507
Vectors Research Management
New York
$315K +$290K +3,872 +2,006%
NF
508
Nikulski Financial
Iowa
$313K +$75 +1 +0%
DI
509
DAGCO Inc
Ohio
$312K -$188K -2,512 -38%
PWS
510
Private Wealth Strategies
Ohio
$310K -$32.8K -439 -10%
CNFG
511
Creegan & Nassoura Financial Group
New Hampshire
$308K
FNBOO
512
First National Bank of Omaha
Nebraska
$306K
ERIM
513
Eagle Ridge Investment Management
Connecticut
$306K +$298K +3,981 New
LW
514
Linscomb Wealth
Texas
$304K +$295K +3,943 New
VFA
515
Voya Financial Advisors
Connecticut
$303K -$183K -2,449 -38%
TFF
516
The Family Firm
Maryland
$301K +$6.66K +89 +2%
AIC
517
Ameritas Investment Company
Nebraska
$300K
WTC
518
WhitTier Trust Company
Nevada
$299K -$2.02K -27 -0.7%
BBVA
519
Banco Bilbao Vizcaya Argentaria
Spain
$294K -$474K -6,342 -62%
BFA
520
Beacon Financial Advisory
Ohio
$294K +$64K +856 +29%
NCM
521
Noesis Capital Mangement
Florida
$288K +$15.3K +205 +6%
EM
522
ELCO Management
New York
$287K
WTB
523
Washington Trust Bank
Washington
$287K +$16.5K +221 +6%
VWM
524
Valley Wealth Managers
New Jersey
$284K +$32.5K +434 +13%
AIFAIM
525
American Institute for Advanced Investment Management
Arizona
$281K

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.