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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

1,181 hedge funds and large institutions have $15.6B invested in Industrial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 395 increasing their positions, 404 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+101
Holders Change %
+9.35%
% of All Funds
17.31%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
194
Increased
395
Reduced
404
Closed
77
Calls
$2.55B
Puts
$5.23B
Net Calls
-$2.68B
Net Calls Change
-$1.14B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$716M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$331M
3
UBS Group
UBS Group
Switzerland
+$142M
4
MIH
Meitav Investment House
Israel
+$91.7M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$53.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$367M
2
Goldman Sachs
Goldman Sachs
New York
-$298M
3
QFA
Quattro Financial Advisors
Texas
-$160M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$152M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
526
Visionary Wealth Advisors
Illinois
$855K -$248K -2,172 -22%
CW
527
CreativeOne Wealth
Kansas
$854K -$229K -2,005 -21%
HFS
528
Horizon Financial Services
North Carolina
$850K +$151K +1,322 +22%
WT
529
Whittier Trust
California
$850K -$1.35M -11,808 -61%
PVI
530
Pine Valley Investments
New Jersey
$846K -$162K -1,417 -16%
AF
531
Arrow Financial
New York
$845K -$17.6K -154 -2%
WI
532
Wintrust Investments
Illinois
$840K -$2.74K -24 -0.3%
MA
533
Montag & Associates
Georgia
$838K +$135K +1,183 +19%
CSPIA
534
Cary Street Partners Investment Advisory
Virginia
$834K +$618K +5,421 +286%
CCM
535
Canal Capital Management
Virginia
$833K +$833K +7,309 New
SSWM
536
Smith Salley Wealth Management
North Carolina
$832K – – –
WEG
537
World Equity Group
Illinois
$828K +$10.5K +92 +1%
PA
538
Procyon Advisors
Connecticut
$827K +$581K +5,100 +237%
MMH
539
Menora Mivtachim Holdings
Israel
$821K +$821K +7,200 New
GJIA
540
Glass Jacobson Investment Advisors
Maryland
$818K +$43.9K +385 +6%
Focus Partners Wealth
541
Focus Partners Wealth
Massachusetts
$816K +$816K +7,158 New
FI
542
Financial Insights
Washington
$815K – – –
Wealthfront Advisers
543
Wealthfront Advisers
California
$814K +$20.9K +183 +3%
HFRG
544
Houlihan Financial Resource Group
Virginia
$813K +$228 +2 +0%
SAG
545
SageView Advisory Group
California
$812K -$2.16M -18,951 -73%
Financial Engines Advisors
546
Financial Engines Advisors
California
$799K -$2.09M -18,314 -72%
DI
547
Diligent Investors
California
$786K – – –
CCM
548
Ciovacco Capital Management
Georgia
$784K -$40.1K -352 -5%
DBRC
549
D.B. Root & Company
Pennsylvania
$783K -$236K -2,069 -23%
PA
550
Parallel Advisors
California
$781K -$188K -1,650 -19%
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