We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
PCFFS
576
Pacific Center for Financial Services
California
$25K
SMFS
577
Squar Milner Financial Services
California
$24K +$25.1K +338 New
DPA
578
Delphi Private Advisors
California
$23K -$1.41K -19 -5%
MRCM
579
M&R Capital Management
New Jersey
$23K
TWA
580
TCI Wealth Advisors
Arizona
$22K
M
581
MOTCO
Texas
$21K
PGA
582
Premia Global Advisors
Florida
$20K -$1.35M -18,224 -98%
SAM
583
Shamrock Asset Management
Texas
$20K
SFC
584
SYM Financial Corp
Indiana
$20K +$74 +1 +0.4%
WAM
585
Wealthspire Advisors (Maryland)
Maryland
$19K +$2.52K +34 +15%
QCIG
586
Quad-Cities Investment Group
Iowa
$19K +$20K +270 New
ClearBridge Investments
587
ClearBridge Investments
New York
$17K
GWS
588
Glassman Wealth Services
Virginia
$17K
TAIM
589
TD Ameritrade Investment Management
Nebraska
$16K -$8.38K -113 -33%
Bessemer Group
590
Bessemer Group
New Jersey
$15K -$18.5M -249,866 -100%
BSG
591
Black Swift Group
Colorado
$14K +$14.8K +200 New
AIL
592
AGF Investments LLC
Ontario, Canada
$13.9K +$457K +6,165 +32,447%
MCM
593
Mainstay Capital Management
Michigan
$12K +$12.2K +165 New
WAS
594
Winch Advisory Services
Wisconsin
$11K -$5.16M -69,523 -100%
CAL
595
Capital Analysts LLC
Pennsylvania
$11K -$1.41K -19 -11%
WWMSC
596
Wagner Wealth Management (South Carolina)
South Carolina
$11K
Victory Capital Management
597
Victory Capital Management
Texas
$10K -$742 -10 -6%
FMII
598
Farmers & Merchants Investments Inc
Nebraska
$10K
CA
599
Crewe Advisors
Utah
$9K +$8.97K +121 New
BWA
600
BDO Wealth Advisors
Florida
$9K +$9.27K +125 New

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.