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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
AA
601
AlphaCentric Advisors
Puerto Rico
$141K +$137K +1,834 New
Northwestern Mutual Wealth Management
602
Northwestern Mutual Wealth Management
Wisconsin
$139K +$76.4K +1,022 +129%
WOC
603
West Oak Capital
California
$136K
SC
604
SouthState Corp
Florida
$127K +$123K +1,647 New
MCM
605
MV Capital Management
Maryland
$125K +$118K +1,577 +3,504%
Franklin Resources
606
Franklin Resources
California
$124K -$1.12K -15 -0.9%
EIP
607
Ellis Investment Partners
Pennsylvania
$119K +$898 +12 +0.8%
TRCT
608
Tower Research Capital (TRC)
New York
$118K -$299K -3,996 -72%
TFS
609
TrustCore Financial Services
Tennessee
$117K -$17.4K -232 -13%
ECM
610
ExodusPoint Capital Management
New York
$115K -$1.02M -13,670 -90%
Ensign Peak Advisors
611
Ensign Peak Advisors
Utah
$109K -$24.5K -327 -19%
APWM
612
Atlas Private Wealth Management
New York
$106K
CFA
613
Carroll Financial Associates
North Carolina
$105K -$1.12K -15 -1%
MMG
614
Monetary Management Group
Missouri
$104K
CHC
615
City Holding Co
West Virginia
$103K
AIP
616
Ameritas Investment Partners
Nebraska
$103K +$11.4K +153 +13%
BCWM
617
Bartlett & Co Wealth Management
Ohio
$101K
BC
618
Bartlett & Co
Ohio
$101K
CHA
619
Carmichael Hill & Associates
Maryland
$100K +$46.1K +616 +91%
CAAS
620
Capital Asset Advisory Services
Michigan
$99K +$15K +201 +19%
BFC
621
Bedel Financial Consulting
Indiana
$97K
RFA
622
Reilly Financial Advisors
California
$90K
Schroder Investment Management Group
623
Schroder Investment Management Group
United Kingdom
$89K -$40.9M -546,375 -100%
NFSG
624
Newbridge Financial Services Group
Florida
$87K +$84.4K +1,128 New
PFPT
625
Pinnacle Financial Partners (Tennessee)
Tennessee
$84K

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.