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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
GHCM
551
Glen Harbor Capital Management
California
$64K -$4.75K -64 -7%
CAL
552
Capital Advisors Ltd
Ohio
$63K
LGWM
553
Litman Gregory Wealth Management
California
$61K
VIA
554
Vantage Investment Advisors
Pennsylvania
$61K
BA
555
Ballew Advisors
Mississippi
$57K
KPCM
556
Kings Point Capital Management
New York
$57K +$74 +1 +0.1%
AIP
557
Ameritas Investment Partners
Nebraska
$54K
MCM
558
Manchester Capital Management
Vermont
$54K
S
559
SignatureFD
Georgia
$52K +$46.5K +627 +627%
CPA
560
Clear Perspective Advisors
Illinois
$48K -$55.6K -750 -53%
KL
561
KWMG LLC
Kansas
$48K +$49.5K +668 New
BC
562
Bartlett & Co
Ohio
$47K
BCWM
563
Bartlett & Co Wealth Management
Ohio
$46.9K
WEC
564
Winslow Evans & Crocker
Massachusetts
$46K -$514K -6,928 -92%
BBHC
565
Brown Brothers Harriman & Co
New York
$45K
CCM
566
Cribstone Capital Management
Maine
$45K
TL
567
TrueWealth LLC
Georgia
$44K +$14.8K +200 +49%
CHC
568
City Holding Co
West Virginia
$40K
ATC
569
Adirondack Trust Company
New York
$39K
VCM
570
Vigilant Capital Management
Maine
$39K +$40.8K +550 New
ANBT
571
American National Bank & Trust
Texas
$38K
RE
572
RBC Europe
United Kingdom
$33.7K
IFAM
573
Institutional & Family Asset Management
Colorado
$31K +$2.6K +35 +9%
1IA
574
1834 Investment Advisors
Wisconsin
$28K -$79.8K -1,076 -73%
WWM
575
Willingdon Wealth Management
North Carolina
$26K

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.