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State Street Industrial Select Sector SPDR ETF

690 hedge funds and large institutions have $8.7B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 250 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

45% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $778M

40% more capital invested

Capital invested by funds: $6.21B → $8.7B (+$2.49B)

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

10.04% more ownership

Funds ownership: 87.26%97.29% (+10%)

2% more funds holding

Funds holding: 676690 (+14)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 250

Holders
690
Holders Change
+14
Holders Change %
+2.07%
% of All Funds
14.15%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
110
Increased
226
Reduced
250
Closed
90
Calls
$1.13B
Puts
$778M
Net Calls
+$352M
Net Calls Change
+$671M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
626
Sugarloaf Wealth Management
Georgia
$18K
AWMS
627
Advocacy Wealth Management Services
Georgia
$18K +$11.2K +172 +205%
GWS
628
Glassman Wealth Services
Virginia
$17K
LFG
629
LifePlan Financial Group
Ohio
$17K
CB
630
Community Bank
New York
$17K +$15.8K +243 New
RDWM
631
Red Door Wealth Management
Tennessee
$16K
FRA
632
Front Row Advisors
California
$15K
MAWCM
633
Mine & Arao Wealth Creation & Management
California
$14K
SC
634
Steph & Co
Wisconsin
$14K
BW
635
Bison Wealth
Georgia
$14K +$6.87K +106 +104%
VRM
636
Vectors Research Management
New York
$13K -$5.06K -78 -29%
BAM
637
Bellevue Asset Management
Washington
$13K
RFWA
638
RPg Family Wealth Advisory
Massachusetts
$12.4K
PMFA
639
Plante Moran Financial Advisors
Michigan
$12K -$33.2K -512 -74%
HFA
640
HC Financial Advisors
California
$12K
LDFR
641
Lehman & Derafelo Financial Resources
Pennsylvania
$12K
ME
642
McIlrath & Eck
Washington
$12K
AIC
643
Archer Investment Corporation
Indiana
$11.7K +$7.78K +120 +240%
WAS
644
Winch Advisory Services
Wisconsin
$11K +$65 +1 +0.6%
LWM
645
Lenox Wealth Management
Ohio
$10K -$259 -4 -3%
AW
646
Avion Wealth
Texas
$10K
SIC
647
Salem Investment Counselors
North Carolina
$10K
WB
648
Webster Bank
Connecticut
$10K
FMII
649
Farmers & Merchants Investments Inc
Nebraska
$9K
SFPG
650
Stonebridge Financial Planning Group
Florida
$9K

XLI Hedge Fund Activity: Q2 2020 in Review

690 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2020, worth a combined $8.7B — up 40% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLI positions and 90 closed out — a net gain of 20 holders — while 226 added to existing stakes and 250 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $174M.

  • 690 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2020, up from 676 in Q1 2020.
  • Funds reported $8.7B of State Street Industrial Select Sector SPDR ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 110 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2020 and 90 closed out, a net change of +20 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2020.