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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
601
Flinton Capital Management
Pennsylvania
$18K -$27.8K -392 -58%
SFC
602
SYM Financial Corp
Indiana
$18K +$71 +1 +0.4%
QCIG
603
Quad-Cities Investment Group
Iowa
$17K
WAM
604
Wealthspire Advisors (Maryland)
Maryland
$17K
AIL
605
AGF Investments LLC
Ontario, Canada
$17K +$10.8K +152 +128%
LPWM
606
Lake Point Wealth Management
Texas
$17K +$18.8K +265 New
GWS
607
Glassman Wealth Services
Virginia
$16K
SWP
608
Strategic Wealth Partners
Ohio
$15K -$65.3K -922 -81%
GI
609
Gradient Investments
Minnesota
$15K +$16K +226 New
NSG
610
Nalls Sherbakoff Group
Tennessee
$15K +$16.1K +227 New
WB
611
Webster Bank
Connecticut
$14K -$55.1K -778 -79%
TAM
612
Tyers Asset Management
Texas
$14K -$21.8K -308 -58%
FRA
613
Front Row Advisors
California
$14K
EWM
614
Executive Wealth Management
Michigan
$14K +$15.6K +220 New
CI
615
CX Institutional
Indiana
$13K +$14K +198 New
MWC
616
MKD Wealth Coaches
Michigan
$13K +$14.2K +200 New
ZB
617
Zions Bancorporation
Utah
$12K -$64.8K -914 -83%
LC
618
Lavaca Capital
Texas
$12K +$12.9K +182 New
SIAG
619
Signet Investment Advisory Group
Rhode Island
$12K +$14.2K +201 New
VRM
620
Vectors Research Management
New York
$11K
ME
621
McIlrath & Eck
Washington
$11K +$12.6K +178 New
GHCM
622
Glen Harbor Capital Management
California
$10K -$15.9K -224 -58%
CAL
623
Capital Analysts LLC
Pennsylvania
$10K
WAS
624
Winch Advisory Services
Wisconsin
$10K +$71 +1 +0.7%
CA
625
Claro Advisors
Massachusetts
$10K +$8.65K +122 New

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.