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State Street Industrial Select Sector SPDR ETF

670 hedge funds and large institutions have $8.88B invested in State Street Industrial Select Sector SPDR ETF in 2019 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 192 increasing their positions, 289 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2626 (0)

3% less funds holding

Funds holding: 692670 (-22)

5% less capital invested

Capital invested by funds: $9.4B → $8.88B (-$514M)

7.26% less ownership

Funds ownership: 92.96%85.7% (-7.3%)

16% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 77

34% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 289

56% less call options, than puts

Call options by funds: $477M | Put options by funds: $1.08B

Holders
670
Holders Change
-22
Holders Change %
-3.18%
% of All Funds
14.55%
Holding in Top 10
26
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.56%
New
65
Increased
192
Reduced
289
Closed
77
Calls
$477M
Puts
$1.08B
Net Calls
-$601M
Net Calls Change
-$105M
Name Holding Trade Value Shares
Change
Change in
Stake
LDFR
576
Lehman & Derafelo Financial Resources
Pennsylvania
$65K
TL
577
TrueWealth LLC
Georgia
$64K -$48.3K -635 -43%
AIP
578
Ameritas Investment Partners
Nebraska
$64K
ESB
579
Essex Savings Bank
Connecticut
$64K +$31.6K +416 +101%
1IA
580
1834 Investment Advisors
Wisconsin
$63K +$4.41K +58 +8%
LWM
581
Lenox Wealth Management
Ohio
$62K -$1.82K -24 -3%
RP
582
Rice Partnership
Hawaii
$61K +$59.7K +785 New
LGWM
583
Litman Gregory Wealth Management
California
$59K
MCM
584
Manchester Capital Management
Vermont
$58K
RBC
585
Roble Belko & Company
Pennsylvania
$57K +$39.8K +523 +247%
AA
586
AlphaMark Advisors
Kentucky
$55K +$53.8K +707 New
RFWA
587
RPg Family Wealth Advisory
Massachusetts
$54.8K +$19.3K +254 +56%
AIM
588
Anchor Investment Management
South Carolina
$52.7K +$49.7K +654 +2,422%
BC
589
Bartlett & Co
Ohio
$51K
BCWM
590
Bartlett & Co Wealth Management
Ohio
$50.7K
CBT
591
Capital Bank & Trust
California
$50K +$35.3K +464 +249%
CFG
592
Citizens Financial Group
Rhode Island
$48K +$16.7K +220 +55%
WAP
593
Wealthcare Advisory Partners
Pennsylvania
$46K -$69.3K -911 -60%
FMTCOCP
594
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
OIA
595
OneDigital Investment Advisors
Kansas
$46K +$34.4K +453 +331%
CFN
596
Cordasco Financial Network
Florida
$45K
GWA
597
Guidant Wealth Advisors
Illinois
$45K +$228 +3 +0.5%
ANBT
598
American National Bank & Trust
Texas
$41K
AAP
599
Arax Advisory Partners
Colorado
$39K +$38K +500 New
Victory Capital Management
600
Victory Capital Management
Texas
$37K +$15.1K +199 +70%

XLI Hedge Fund Activity: Q2 2019 in Review

670 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2019, worth a combined $8.88B — down 5.5% from $9.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of XLI and 65 opened new positions — a net loss of 12 holders — while 289 trimmed existing stakes and 192 added.

The largest buyer was JP Morgan Chase, adding an estimated $148M. The largest seller was Bank of America, cutting an estimated $284M.

  • 670 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2019, down from 692 in Q1 2019.
  • Funds reported $8.88B of State Street Industrial Select Sector SPDR ETF stock for Q2 2019, down 5.5% quarter-over-quarter.
  • 65 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2019 and 77 closed out, a net change of -12 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2019 was JP Morgan Chase, an estimated $148M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2019 was Bank of America, an estimated $284M sold.

Based on aggregated 13F filings for Q2 2019.