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State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
BMC
576
Beaton Management Company
Massachusetts
$227K
HWA
577
Hillcrest Wealth Advisors
New Jersey
$227K +$221K +2,950 New
AMCA
578
Arthur M. Cohen & Associates
Illinois
$223K +$217K +2,897 New
NFG
579
Nations Financial Group
Iowa
$223K +$217K +2,897 New
FFA
580
Founders Financial Alliance
North Carolina
$223K +$218K +2,909 New
Brown Advisory
581
Brown Advisory
Maryland
$220K +$214K +2,866 New
SBSB
582
Sullivan, Bruyette, Speros & Blaney
Virginia
$218K +$92.3K +1,234 +77%
SIC
583
Sigma Investment Counselors
Michigan
$218K +$211K +2,827 New
LJAC
584
L.J. Altfest & Co
New York
$205K -$98.2K -1,313 -33%
SBIA
585
Sheaff Brock Investment Advisors
Indiana
$205K +$199K +2,661 New
SAM
586
Seelaus Asset Management
New Jersey
$205K +$199K +2,665 New
COF
587
Capital One Financial
Virginia
$204K -$514K -6,869 -72%
DIM
588
Delta Investment Management
California
$204K +$198K +2,652 New
PAM
589
Private Asset Management
California
$203K +$197K +2,633 New
PAI
590
Pittenger & Anderson Inc
Nebraska
$199K +$9.35K +125 +5%
KPCM
591
Kings Point Capital Management
New York
$192K +$127K +1,698 +213%
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$188K +$148K +1,976 +428%
RMC
593
Resources Management Corp
Connecticut
$175K
CWC
594
Carolinas Wealth Consulting
North Carolina
$172K +$61.9K +828 +59%
FCB
595
First Command Bank
Texas
$169K
FCFS
596
First Command Financial Services
Texas
$169K
FNBOSM
597
First National Bank of South Miami
Florida
$162K -$34.2K -457 -18%
BBPWM
598
Blue Bell Private Wealth Management
Pennsylvania
$154K
SNT
599
Security National Trust
West Virginia
$149K
GWM
600
Geneos Wealth Management
Colorado
$142K -$18.7K -250 -12%

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.