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State Street Industrial Select Sector SPDR ETF

896 hedge funds and large institutions have $13B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 216 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 56

63% more funds holding in top 10

Funds holding in top 10: 3049 (+19)

60% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 216

23% more capital invested

Capital invested by funds: $10.6B → $13B (+$2.44B)

19% more funds holding

Funds holding: 750896 (+146)

7.47% less ownership

Funds ownership: 87.85%80.38% (-7.5%)

38% less call options, than puts

Call options by funds: $550M | Put options by funds: $885M

Holders
896
Holders Change
+146
Holders Change %
+19.47%
% of All Funds
15.86%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
0.87%
New
216
Increased
345
Reduced
216
Closed
56
Calls
$550M
Puts
$885M
Net Calls
-$336M
Net Calls Change
-$576M
Name Holding Trade Value Shares
Change
Change in
Stake
SPFA
551
Summit Place Financial Advisors
New Jersey
$471K -$82.6K -980 -16%
CIM
552
Contravisory Investment Management
Massachusetts
$467K +$178K +2,114 +67%
RIA
553
Realta Investment Advisors
Delaware
$465K +$38K +451 +9%
WHG
554
Westwood Holdings Group
Texas
$464K +$442K +5,240 New
CCG
555
Cypress Capital Group
Florida
$463K +$441K +5,232 New
WFM
556
Wolff Financial Management
Michigan
$457K
MWA
557
Meridian Wealth Advisors
Texas
$456K
HCP
558
Hexagon Capital Partners
Arkansas
$454K
CL
559
CPWM LLC
Washington
$454K +$12.2K +145 +3%
GP
560
Girard Partners
Pennsylvania
$453K +$432K +5,125 New
UR
561
USCA RIA
Texas
$449K +$428K +5,074 New
PSUF
562
People's United Financial
Connecticut
$437K +$4.21K +50 +1%
MWM
563
Meridian Wealth Management
Kentucky
$435K +$414K +4,919 New
FUBT
564
First United Bank & Trust
Maryland
$434K -$105K -1,250 -20%
PJB
565
Paul John Balson
California
$434K +$34.4K +408 +9%
WP
566
WealthSource Partners
California
$429K -$85.9K -1,020 -17%
DADC
567
D.A. Davidson & Co
Montana
$429K +$20.3K +241 +5%
GHAM
568
Gilman Hill Asset Management
Connecticut
$425K
FMN
569
Financial Management Network
California
$420K +$395K +4,686 New
AWM
570
Avitas Wealth Management
California
$418K -$13.5K -160 -3%
SFG
571
Summit Financial Group
West Virginia
$417K +$397K +4,708 New
PAS
572
Park Avenue Securities
New York
$414K +$394K +4,672 New
CT
573
Chicago Trust
Illinois
$412K -$3.79K -45 -1%
OCM
574
Orleans Capital Management
Louisiana
$410K +$12.6K +150 +3%
LW
575
Linscomb Wealth
Texas
$410K +$58.3K +692 +18%

XLI Hedge Fund Activity: Q4 2020 in Review

896 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2020, worth a combined $13B — up 23% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new XLI positions and 56 closed out — a net gain of 160 holders — while 345 added to existing stakes and 216 trimmed.

The largest buyer was Prudential plc, adding an estimated $378M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $555M.

  • 896 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2020, up from 750 in Q3 2020.
  • Funds reported $13B of State Street Industrial Select Sector SPDR ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 216 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2020 and 56 closed out, a net change of +160 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2020 was Prudential plc, an estimated $378M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $555M sold.

Based on aggregated 13F filings for Q4 2020.