We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

690 hedge funds and large institutions have $8.7B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 250 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

45% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $778M

40% more capital invested

Capital invested by funds: $6.21B → $8.7B (+$2.49B)

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

10.04% more ownership

Funds ownership: 87.26%97.29% (+10%)

2% more funds holding

Funds holding: 676690 (+14)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 250

Holders
690
Holders Change
+14
Holders Change %
+2.07%
% of All Funds
14.15%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
110
Increased
226
Reduced
250
Closed
90
Calls
$1.13B
Puts
$778M
Net Calls
+$352M
Net Calls Change
+$671M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
526
WP Advisors
California
$212K +$200K +3,083 New
CT
527
Caldwell Trust
Florida
$212K +$127K +1,958 +174%
SFSIG
528
San Francisco Sentry Investment Group
California
$208K -$2.14K -33 -1%
BL
529
BFSG LLC
California
$208K +$196K +3,026 New
MA
530
MUFG Americas
New York
$207K +$16.2K +250 +9%
NG
531
Northstar Group
New York
$206K -$84.2K -1,298 -30%
GI
532
GAMCO Investors
Connecticut
$206K +$195K +3,000 New
BMC
533
Beaton Management Company
Massachusetts
$203K -$29.2K -450 -13%
BFA
534
Beacon Financial Advisory
Ohio
$203K +$192K +2,966 New
ISL
535
Ingalls & Snyder LLC
New York
$202K -$77.8K -1,199 -29%
CA
536
Claro Advisors
Massachusetts
$201K +$189K +2,920 New
FHC
537
First Heartland Consultants
Missouri
$200K +$189K +2,911 New
FNBOSM
538
First National Bank of South Miami
Florida
$176K
PA
539
Procyon Advisors
Connecticut
$172K -$8.11K -125 -5%
PAI
540
Pittenger & Anderson Inc
Nebraska
$169K -$11.3K -175 -7%
CA
541
Clearstead Advisors
Ohio
$168K
RMC
542
Resources Management Corp
Connecticut
$156K
HI
543
Hudock Inc
Pennsylvania
$156K +$147K +2,273 New
FCB
544
First Command Bank
Texas
$151K +$22.7K +350 +19%
FCFS
545
First Command Financial Services
Texas
$151K +$22.7K +350 +19%
SF
546
Synovus Financial
Georgia
$145K -$663K -10,227 -83%
BBPWM
547
Blue Bell Private Wealth Management
Pennsylvania
$140K -$11.7K -181 -8%
GWM
548
Geneos Wealth Management
Colorado
$139K +$7.59K +117 +6%
SNT
549
Security National Trust
West Virginia
$133K
CF
550
Centaurus Financial
California
$129K -$50.5K -779 -29%

XLI Hedge Fund Activity: Q2 2020 in Review

690 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2020, worth a combined $8.7B — up 40% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLI positions and 90 closed out — a net gain of 20 holders — while 226 added to existing stakes and 250 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $174M.

  • 690 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2020, up from 676 in Q1 2020.
  • Funds reported $8.7B of State Street Industrial Select Sector SPDR ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 110 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2020 and 90 closed out, a net change of +20 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2020.