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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
551
Dougherty Wealth Advisers
Minnesota
$249K
CTC
552
Central Trust Company
Missouri
$248K -$161K -2,150 -40%
JPLA
553
Joseph P. Lucia & Associates
New York
$247K -$59.4K -794 -20%
AIM
554
Allen Investment Management
New York
$246K
FEM
555
Fulcrum Equity Management
Texas
$245K +$238K +3,183 New
NB
556
Northwest Bancshares
Pennsylvania
$244K -$13.8K -185 -6%
AIM
557
Acropolis Investment Management
Missouri
$244K
CIM
558
Contravisory Investment Management
Massachusetts
$243K -$106K -1,417 -31%
CTB
559
Country Trust Bank
Illinois
$241K -$51.4K -687 -18%
AF
560
Apexium Financial
Texas
$241K
BWM
561
BerganKDV Wealth Management
Minnesota
$241K
CWM
562
Circle Wealth Management
New Jersey
$239K
WA
563
WP Advisors
California
$238K +$972 +13 +0.4%
TA
564
Tiedemann Advisors
New York
$237K
BL
565
BFSG LLC
California
$233K
SFSIG
566
San Francisco Sentry Investment Group
California
$233K +$75 +1 +0%
MA
567
MUFG Americas
New York
$232K
SF
568
Synovus Financial
Georgia
$232K +$65.4K +874 +41%
GI
569
GAMCO Investors
Connecticut
$231K
NG
570
Northstar Group
New York
$231K
DCM
571
Dimension Capital Management
Florida
$231K +$224K +3,000 New
G
572
GenTrust
Florida
$230K +$224K +2,990 New
IFG
573
Investors Financial Group
Minnesota
$229K +$223K +2,976 New
CAPTRUST Financial Advisors
574
CAPTRUST Financial Advisors
North Carolina
$228K -$188K -2,518 -46%
ISL
575
Ingalls & Snyder LLC
New York
$227K -$150 -2 -0.1%

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.