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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
WOC
526
West Oak Capital
California
$114K
KPCM
527
Kings Point Capital Management
New York
$112K +$67.4K +951 +121%
CFG
528
Citizens Financial Group
Rhode Island
$112K +$123K +1,739 New
NFG
529
Next Financial Group
Texas
$110K +$21.6K +305 +22%
HR
530
Howe & Rusling
New York
$108K -$307K -4,326 -72%
MOS
531
MGO One Seven
Ohio
$107K +$118K +1,665 New
MMG
532
Monetary Management Group
Missouri
$106K +$1.77K +25 +2%
PG
533
Patten Group
Tennessee
$104K -$145K -2,052 -56%
CTC
534
Central Trust Company
Missouri
$103K +$51.4K +725 +84%
TAM
535
Tiverton Asset Management
Delaware
$99K -$164K -2,319 -60%
DWM
536
Doyle Wealth Management
Florida
$99K +$109K +1,540 New
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$97K
MFW
538
Mosaic Family Wealth
Missouri
$94K
RFA
539
Reilly Financial Advisors
California
$91K -$78K -1,100 -44%
PFGIA
540
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$24.2K -342 -21%
KL
541
KWMG LLC
Kansas
$82K +$45.5K +642 +102%
BFC
542
Bedel Financial Consulting
Indiana
$81K
PGWM
543
Parisi Gray Wealth Management
New Jersey
$79K
PMFA
544
Plante Moran Financial Advisors
Michigan
$78K -$49.1K -693 -36%
PCA
545
Providence Capital Advisors
North Carolina
$75K
SFG
546
SevenBridge Financial Group
Pennsylvania
$72K
LWM
547
Lenox Wealth Management
Ohio
$66K -$202K -2,856 -69%
CT
548
Clearstead Trust
Maine
$64K +$70.9K +1,000 New
MPWT
549
MassMutual Private Wealth & Trust
Connecticut
$61.3K -$34.8K -491 -34%
CHP
550
Cable Hill Partners
Oregon
$61K

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.