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State Street Industrial Select Sector SPDR ETF

690 hedge funds and large institutions have $8.7B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 250 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

45% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $778M

40% more capital invested

Capital invested by funds: $6.21B → $8.7B (+$2.49B)

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

10.04% more ownership

Funds ownership: 87.26%97.29% (+10%)

2% more funds holding

Funds holding: 676690 (+14)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 250

Holders
690
Holders Change
+14
Holders Change %
+2.07%
% of All Funds
14.15%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
110
Increased
226
Reduced
250
Closed
90
Calls
$1.13B
Puts
$778M
Net Calls
+$352M
Net Calls Change
+$671M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
576
MassMutual Private Wealth & Trust
Connecticut
$64K +$13.6K +210 +29%
FCA
577
FinTrust Capital Advisors
South Carolina
$63K
VNA
578
Valley National Advisers
Pennsylvania
$63K +$58K +894 +5,259%
PIMG
579
Patriot Investment Management Group
Tennessee
$60.7K +$57.3K +883 New
TL
580
TrueWealth LLC
Georgia
$60K +$2.59K +40 +5%
MG
581
MilWealth Group
Wisconsin
$59.7K
QCMC
582
Quantum Capital Management (California)
California
$58K
TPCW
583
TD Private Client Wealth
New York
$57K -$48.3K -745 -47%
HR
584
Howe & Rusling
New York
$56K -$4.21K -65 -7%
KPCM
585
Kings Point Capital Management
New York
$55K -$61.6K -950 -54%
CDIA
586
Capital Directions Investment Advisors
Georgia
$55K
OPS
587
Orion Portfolio Solutions
Nebraska
$55K +$1.95K +30 +4%
Northwestern Mutual Wealth Management
588
Northwestern Mutual Wealth Management
Wisconsin
$54K -$621K -9,582 -92%
ACA
589
Aptus Capital Advisors
Alabama
$53K +$43.5K +671 +599%
OFG
590
Oxford Financial Group
Indiana
$52K
SFSG
591
Stearns Financial Services Group
North Carolina
$52K +$259 +4 +0.5%
OC
592
Oakworth Capital
Alabama
$51K
IA
593
Independence Advisors
Pennsylvania
$51K +$5.25K +81 +12%
MRC
594
Millburn Ridgefield Corp
New York
$51K +$48.2K +743 New
WC
595
Wexford Capital
Florida
$48K +$45.4K +700 New
CFD
596
Creative Financial Designs
Indiana
$48K +$45.6K +703 New
JGIA
597
Jackson Grant Investment Advisers
Connecticut
$47K -$24.8K -383 -36%
CHA
598
Carmichael Hill & Associates
Maryland
$47K
AIM
599
Anchor Investment Management
South Carolina
$46.8K
TF
600
Tompkins Financial
New York
$43K

XLI Hedge Fund Activity: Q2 2020 in Review

690 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2020, worth a combined $8.7B — up 40% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLI positions and 90 closed out — a net gain of 20 holders — while 226 added to existing stakes and 250 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $174M.

  • 690 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2020, up from 676 in Q1 2020.
  • Funds reported $8.7B of State Street Industrial Select Sector SPDR ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 110 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2020 and 90 closed out, a net change of +20 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2020.