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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
IF
601
Ironwood Financial
Arizona
$8K
PCM
602
Poehling Capital Management
Wisconsin
$8K
GI
603
Gradient Investments
Minnesota
$8K +$816 +11 +10%
WPW
604
Winthrop Partners - WNY
New York
$7.16K
FEG
605
Financial Enhancement Group
Indiana
$7K -$57.8K -779 -89%
OSNBOA
606
Old Second National Bank of Aurora
Illinois
$7K
PCM
607
Princeton Capital Management
New Jersey
$7K
SQA
608
Simon Quick Advisors
New Jersey
$7K +$7.34K +99 New
TIM
609
Tortoise Investment Management
New York
$6K
LYV
610
Live Your Vision
Pennsylvania
$6K +$5.93K +80 New
B
611
Bridgeworth
Alabama
$6K +$7.04K +95 New
AF
612
Allworth Financial
California
$5K -$7.93K -107 -61%
SWA
613
Sutton Wealth Advisors
Florida
$4.3K -$2.74K -37 -38%
MIM
614
Macroview Investment Management
Maryland
$4K
IAS
615
IMA Advisory Services
Colorado
$3K +$3.34K +45 New
NA
616
NewEdge Advisors
Louisiana
$2.1K +$2.17M +29,276 New
MFT
617
Moisand Fitzgerald Tamayo
Florida
$2K
RWG
618
Regal Wealth Group
California
$2K
AIM
619
Anchor Investment Management
South Carolina
$1.93K
AFNAS
620
American Financial Network Advisory Services
California
$1.27K +$74 +1 +3%
RFM
621
Royal Fund Management
Florida
$1K -$4.89K -66 -73%
PPFA
622
Provida Pension Fund Administrator
Chile
$1K
VNA
623
Valley National Advisers
Pennsylvania
$1K
FRA
624
Front Row Advisors
California
$16 +$9.27K +125 +142%
QIM
625
Quantitative Investment Management
Virginia
-$210M -2,820,800 Closed

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.