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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
ClearBridge Investments
551
ClearBridge Investments
New York
$61K +$50.5K +712 +297%
BG
552
Bollard Group
Massachusetts
$59K +$425 +6 +0.7%
IFAM
553
Institutional & Family Asset Management
Colorado
$58K
APC
554
Aspire Private Capital
North Carolina
$58K +$64K +903 New
MG
555
MilWealth Group
Wisconsin
$56K +$61.6K +869 New
MCM
556
Manchester Capital Management
Vermont
$54K
LDFR
557
Lehman & Derafelo Financial Resources
Pennsylvania
$54K +$59.5K +839 New
1IA
558
1834 Investment Advisors
Wisconsin
$53K -$10.8K -152 -16%
CDIA
559
Capital Directions Investment Advisors
Georgia
$51K
LGWM
560
Litman Gregory Wealth Management
California
$49K -$5.74K -81 -10%
M
561
MOTCO
Texas
$48K -$11.3K -160 -18%
PWM
562
PRW Wealth Management
Massachusetts
$48K +$53.1K +750 New
AIP
563
Ameritas Investment Partners
Nebraska
$47K -$1.42K -20 -3%
LWANC
564
Laurel Wealth Advisors (North Carolina)
North Carolina
$47K +$51.4K +725 New
BCWM
565
Bartlett & Co Wealth Management
Ohio
$42.2K
BC
566
Bartlett & Co
Ohio
$42K
CCM
567
Cribstone Capital Management
Maine
$41K
TL
568
TrueWealth LLC
Georgia
$39K
FMTCOCP
569
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$39K +$42.5K +600 New
CFN
570
Cordasco Financial Network
Florida
$37K -$101K -1,425 -71%
CAL
571
Capital Advisors Ltd
Ohio
$36K -$13.4K -189 -25%
CHC
572
City Holding Co
West Virginia
$35K -$8.72K -123 -19%
ANBT
573
American National Bank & Trust
Texas
$34K
RCAG
574
Rehmann Capital Advisory Group
Michigan
$33.2K -$1.52M -21,391 -98%
PCG
575
Private Capital Group
Connecticut
$33K

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.