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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
TFS
551
TrustCore Financial Services
Tennessee
$121K -$59.5K -918 -34%
WOC
552
West Oak Capital
California
$121K
Ensign Peak Advisors
553
Ensign Peak Advisors
Utah
$120K -$2.16M -33,329 -95%
Franklin Resources
554
Franklin Resources
California
$118K +$106K +1,632 New
SBSB
555
Sullivan, Bruyette, Speros & Blaney
Virginia
$110K -$78K -1,203 -43%
EDRH
556
Edmond de Rothschild Holding
Switzerland
$108K
EIP
557
Ellis Investment Partners
Pennsylvania
$105K -$20.3K -313 -17%
1W
558
1776 Wealth
Georgia
$103K -$59K -910 -38%
CWC
559
Carolinas Wealth Consulting
North Carolina
$97K +$4.15K +64 +5%
APWM
560
Atlas Private Wealth Management
New York
$95K +$130 +2 +0.1%
CFA
561
Carroll Financial Associates
North Carolina
$94K -$52.5K -810 -37%
MMG
562
Monetary Management Group
Missouri
$93K +$8.11K +125 +10%
CHC
563
City Holding Co
West Virginia
$92K
BC
564
Bartlett & Co
Ohio
$91K +$43K +663 +101%
BCWM
565
Bartlett & Co Wealth Management
Ohio
$90.5K +$43K +663 +101%
BFC
566
Bedel Financial Consulting
Indiana
$86K
CAAS
567
Capital Asset Advisory Services
Michigan
$84K +$22.8K +352 +48%
EW
568
Evoke Wealth
California
$82K +$77.4K +1,193 New
AIP
569
Ameritas Investment Partners
Nebraska
$81K +$130 +2 +0.2%
RFA
570
Reilly Financial Advisors
California
$80K
RP
571
Rice Partnership
Hawaii
$75K +$8.24K +127 +13%
PFPT
572
Pinnacle Financial Partners (Tennessee)
Tennessee
$75K +$17.6K +272 +33%
ClearBridge Investments
573
ClearBridge Investments
New York
$74K +$3.57K +55 +5%
CFO
574
CVA Family Office
Colorado
$72K
BG
575
Bollard Group
Massachusetts
$65K +$195 +3 +0.3%

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.