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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SFG
551
SevenBridge Financial Group
Pennsylvania
$83K
IP
552
Intellectus Partners
California
$81K -$20.3K -264 -19%
CFA
553
Carroll Financial Associates
North Carolina
$77K -$9.94K -129 -11%
WB
554
Webster Bank
Connecticut
$73K
CTC
555
Central Trust Company
Missouri
$72K -$37.3K -484 -33%
CTB
556
Country Trust Bank
Illinois
$71K -$5.78K -75 -7%
GHCM
557
Glen Harbor Capital Management
California
$71K +$74K +960 New
CHP
558
Cable Hill Partners
Oregon
$70K +$51.2K +665 +227%
BG
559
Bollard Group
Massachusetts
$67K +$308 +4 +0.4%
SWP
560
Strategic Wealth Partners
Ohio
$66K +$68.5K +889 New
CAL
561
Capital Advisors Ltd
Ohio
$65K
FEG
562
Financial Enhancement Group
Indiana
$65K +$67.7K +879 New
VIA
563
Vantage Investment Advisors
Pennsylvania
$64K
LGWM
564
Litman Gregory Wealth Management
California
$63K +$3.08K +40 +5%
HFP
565
Holistic Financial Partners
Indiana
$61K
IIC
566
Integrated Investment Consultants
Michigan
$61K +$63.6K +826 New
KPCM
567
Kings Point Capital Management
New York
$59K
BA
568
Ballew Advisors
Mississippi
$59K +$61.4K +797 New
EA
569
Edge Advisors
Georgia
$57K +$308 +4 +0.5%
MCM
570
Manchester Capital Management
Vermont
$56K
AIP
571
Ameritas Investment Partners
Nebraska
$56K +$5.01K +65 +9%
BC
572
Bartlett & Co
Ohio
$49K
BCWM
573
Bartlett & Co Wealth Management
Ohio
$48.7K +$50.5K +655 New
CCM
574
Cribstone Capital Management
Maine
$47K -$19.3K -250 -28%
BBHC
575
Brown Brothers Harriman & Co
New York
$47K +$48.4K +628 New

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.