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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Allworth Financial
California
$13K +$77 +1 +0.6%
CAL
602
Capital Analysts LLC
Pennsylvania
$13K +$11.5K +149 +648%
Victory Capital Management
603
Victory Capital Management
Texas
$12K
WWMSC
604
Wagner Wealth Management (South Carolina)
South Carolina
$11K
JWA
605
JFS Wealth Advisors
Pennsylvania
$11K +$9.09K +118 +454%
AWA
606
Acorn Wealth Advisors
Michigan
$10K
FMII
607
Farmers & Merchants Investments Inc
Nebraska
$10K
IF
608
Ironwood Financial
Arizona
$9K
AWM
609
Avior Wealth Management
Nebraska
$9K +$8.86K +115 New
GI
610
Gradient Investments
Minnesota
$8K +$8.17K +106 New
PCM
611
Poehling Capital Management
Wisconsin
$8K +$8.55K +111 New
WPW
612
Winthrop Partners - WNY
New York
$7.25K +$7.71K +100 New
SWA
613
Sutton Wealth Advisors
Florida
$7.21K +$4.62K +60 +162%
FRA
614
Front Row Advisors
California
$7K
OSNBOA
615
Old Second National Bank of Aurora
Illinois
$7K
CCA
616
Clearwater Capital Advisors
Illinois
$7K +$7.71K +100 New
PCM
617
Princeton Capital Management
New Jersey
$7K +$7.71K +100 New
S
618
SignatureFD
Georgia
$7K +$7.71K +100 New
RFM
619
Royal Fund Management
Florida
$6K -$9.86K -128 -59%
ADL
620
Asset Dedication LLC
California
$6K
TIM
621
Tortoise Investment Management
New York
$6K
BWM
622
Baystate Wealth Management
Massachusetts
$5K +$4.78K +62 New
BCI
623
Brinker Capital Investments
Pennsylvania
$4K +$3.78K +49 New
MIM
624
Macroview Investment Management
Maryland
$4K +$4.32K +56 New
WCM
625
Whitener Capital Management
North Carolina
$4K +$4.55K +59 New

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.