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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
576
1 North Wealth Services
Maryland
$33K +$36.7K +518 New
AAP
577
Arax Advisory Partners
Colorado
$32K
Victory Capital Management
578
Victory Capital Management
Texas
$32K +$34.7K +490 New
RE
579
RBC Europe
United Kingdom
$30.3K
S
580
SignatureFD
Georgia
$30K -$8.65K -122 -21%
BAM
581
Bruderman Asset Management
New York
$29K -$4.68M -66,037 -99%
PWMG
582
Prestige Wealth Management Group
New Jersey
$26K +$28.8K +407 New
ESB
583
Essex Savings Bank
Connecticut
$26K +$29.1K +410 New
KCM
584
Karp Capital Management
California
$25K -$1.2M -16,875 -98%
LIM
585
Longfellow Investment Management
Massachusetts
$25K
JA
586
JOYN Advisors
Georgia
$24K
TODC
587
Trustees of Dartmouth College
New Hampshire
$24K +$26.4K +372 New
CIAS
588
Capital Investment Advisory Services
North Carolina
$24K +$26.9K +379 New
ATC
589
Adirondack Trust Company
New York
$23K -$14.2K -200 -36%
WWM
590
Willingdon Wealth Management
North Carolina
$23K
LWM
591
Liberty Wealth Management
California
$23K +$26.1K +368 New
SGS
592
Sterling Global Strategies
California
$22.4K +$24.7K +348 New
NA
593
Neuburgh Advisers
California
$22K -$33.7K -476 -58%
PCFFS
594
Pacific Center for Financial Services
California
$22K
FMII
595
Farmers & Merchants Investments Inc
Nebraska
$22K +$14.2K +200 +144%
DPA
596
Delphi Private Advisors
California
$21K
MRCM
597
M&R Capital Management
New Jersey
$20K
TWA
598
TCI Wealth Advisors
Arizona
$20K
MLM
599
Mount Lucas Management
Pennsylvania
$19K -$9.97M -140,699 -100%
PB
600
Pinnacle Bancorp
Nebraska
$19K +$21.3K +300 New

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.