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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CHC
576
City Holding Co
West Virginia
$42K -$539 -7 -1%
ATC
577
Adirondack Trust Company
New York
$40K +$11.6K +150 +38%
ANBT
578
American National Bank & Trust
Texas
$39K
RE
579
RBC Europe
United Kingdom
$34.9K
NC
580
NewSquare Capital
Pennsylvania
$32K +$33K +428 New
TL
581
TrueWealth LLC
Georgia
$31K +$31.7K +412 New
IFAM
582
Institutional & Family Asset Management
Colorado
$29K +$30.1K +391 New
AP
583
Advisors Preferred
Maryland
$27K -$159K -2,059 -85%
WWM
584
Willingdon Wealth Management
North Carolina
$27K
DPA
585
Delphi Private Advisors
California
$26K -$23.7K -307 -47%
PCFFS
586
Pacific Center for Financial Services
California
$26K
TAIM
587
TD Ameritrade Investment Management
Nebraska
$25K -$13.4K -174 -34%
MRCM
588
M&R Capital Management
New Jersey
$24K
TWA
589
TCI Wealth Advisors
Arizona
$23K
M
590
MOTCO
Texas
$22K -$4.47K -58 -17%
WAP
591
Wealthcare Advisory Partners
Pennsylvania
$22K +$21.6K +280 +1,333%
SAM
592
Shamrock Asset Management
Texas
$21K
CL
593
Cabana LLC
Arkansas
$20.3K +$5.68M +73,713 +40%
SFC
594
SYM Financial Corp
Indiana
$20K +$21K +273 New
FCMT
595
Founders Capital Management (Texas)
Texas
$19K +$19.3K +250 New
ClearBridge Investments
596
ClearBridge Investments
New York
$18K
GWS
597
Glassman Wealth Services
Virginia
$18K
WAM
598
Wealthspire Advisors (Maryland)
Maryland
$17K -$17.3K -224 -49%
Financial Engines Advisors
599
Financial Engines Advisors
California
$17K +$18K +233 New
JA
600
JOYN Advisors
Georgia
$15K +$15.4K +200 New

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.