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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
CFN
526
Cordasco Financial Network
Florida
$143K
PMFA
527
Plante Moran Financial Advisors
Michigan
$137K -$5.93K -80 -4%
NA
528
Neuburgh Advisers
California
$136K -$10.1K -136 -7%
WIM
529
Westside Investment Management
California
$129K
WOC
530
West Oak Capital
California
$127K
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$126K +$109K +1,464 +486%
SF
532
Synovus Financial
Georgia
$119K -$35.2K -474 -22%
GFP
533
Gryphon Financial Partners
Ohio
$117K
MMG
534
Monetary Management Group
Missouri
$116K -$43K -580 -26%
FCM
535
Flinton Capital Management
Pennsylvania
$112K -$8.31K -112 -7%
MPWT
536
MassMutual Private Wealth & Trust
Connecticut
$103K
IP
537
Intellectus Partners
California
$92K +$14.3K +193 +18%
BFC
538
Bedel Financial Consulting
Indiana
$90K -$48.2K -650 -34%
PGWM
539
Parisi Gray Wealth Management
New Jersey
$90K -$15.6K -211 -15%
TAM
540
Tyers Asset Management
Texas
$88K -$6.53K -88 -7%
PFGIA
541
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$125K -1,686 -59%
SFG
542
SevenBridge Financial Group
Pennsylvania
$80K
JIR
543
James Investment Research
Ohio
$79K -$20.4K -275 -20%
CFA
544
Carroll Financial Associates
North Carolina
$78K +$3.41K +46 +4%
SWP
545
Strategic Wealth Partners
Ohio
$75K +$11.8K +159 +18%
WB
546
Webster Bank
Connecticut
$71K
CTC
547
Central Trust Company
Missouri
$68K -$1.56K -21 -2%
CHP
548
Cable Hill Partners
Oregon
$68K -$742 -10 -1%
CTB
549
Country Trust Bank
Illinois
$68K -$222 -3 -0.3%
BG
550
Bollard Group
Massachusetts
$65K +$297 +4 +0.4%

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.