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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
OIA
626
OneDigital Investment Advisors
Kansas
$9K +$9.71K +137 New
DWM
627
Destination Wealth Management
California
$8K -$3.76K -53 -31%
W
628
WealthOne
New York
$8K +$9.14K +129 New
IF
629
Ironwood Financial
Arizona
$7K
WANY
630
Wealthspire Advisors (New York)
New York
$7K +$7.94K +112 New
RFM
631
Royal Fund Management
Florida
$7K +$8.36K +118 New
WPW
632
Winthrop Partners - WNY
New York
$6.44K +$7.09K +100 New
PCM
633
Princeton Capital Management
New Jersey
$6K
SMFS
634
Squar Milner Financial Services
California
$6K
SQA
635
Simon Quick Advisors
New Jersey
$6K +$71 +1 +1%
IC
636
Inscription Capital
Texas
$6K +$6.09K +86 New
AWMS
637
Advocacy Wealth Management Services
Georgia
$6K +$6.24K +88 New
GWMIA
638
Global Wealth Management Investment Advisory
Florida
$6K +$6.24K +88 New
Bessemer Group
639
Bessemer Group
New Jersey
$5K
TIM
640
Tortoise Investment Management
New York
$5K
WA
641
WBH Advisory
Maryland
$4.14K -$583K -8,222 -11%
AF
642
Allworth Financial
California
$4K -$7.72K -109 -62%
AWM
643
Aevitas Wealth Management
Massachusetts
$4K +$3.97K +56 New
SWA
644
Sutton Wealth Advisors
Florida
$3.87K
WCM
645
Whitener Capital Management
North Carolina
$3K
HI
646
Human Investing
Oregon
$3K +$2.83K +40 New
SFA
647
Semmax Financial Advisors
North Carolina
$3K +$3.05K +43 New
SMG
648
Spectrum Management Group
Indiana
$2K -$10.9M -153,405 -100%
MIM
649
Macroview Investment Management
Maryland
$2K
MFT
650
Moisand Fitzgerald Tamayo
Florida
$2K

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.