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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
BTIS
576
BB&T Investment Services
North Carolina
$30K -$9.24K -127 -24%
ATC
577
Adirondack Trust Company
New York
$30K
WWM
578
Willingdon Wealth Management
North Carolina
$27K
M
579
MOTCO
Texas
$26K
PCFFS
580
Pacific Center for Financial Services
California
$26K
MRCM
581
M&R Capital Management
New Jersey
$24K
TWA
582
TCI Wealth Advisors
Arizona
$24K
CHP
583
Cable Hill Partners
Oregon
$23K +$21.3K +293 New
JFGIW
584
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$23K +$21.8K +300 New
SAM
585
Shamrock Asset Management
Texas
$21K
ClearBridge Investments
586
ClearBridge Investments
New York
$18K -$17.1K -235 -49%
GWS
587
Glassman Wealth Services
Virginia
$18K
RFM
588
Royal Fund Management
Florida
$16K +$14.1K +194 +808%
MWM
589
MinichMacGregor Wealth Management
New York
$15K +$14.6K +200 New
NPP
590
New Potomac Partners
Maryland
$15K +$14.6K +200 New
AC
591
Avestar Capital
New York
$15K +$14.7K +202 New
AF
592
Allworth Financial
California
$13K
Victory Capital Management
593
Victory Capital Management
Texas
$12K
WWMSC
594
Wagner Wealth Management (South Carolina)
South Carolina
$12K +$11.1K +152 New
AWE
595
Avidian Wealth Enterprises
Texas
$11.7K +$849K +11,667 +8%
FMII
596
Farmers & Merchants Investments Inc
Nebraska
$11K
RIA
597
RPG Investment Advisory
California
$11K
AWA
598
Acorn Wealth Advisors
Michigan
$11K +$9.9K +136 New
FIB
599
First Interstate Bank
Montana
$11K +$10.6K +145 New
IF
600
Ironwood Financial
Arizona
$9K

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.