We are live on ! Find out more
XLI icon

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
RP
626
Rice Partnership
Hawaii
$84K
CFO
627
CVA Family Office
Colorado
$81K
SFSG
628
Stearns Financial Services Group
North Carolina
$81K +$21.5K +288 +38%
MRC
629
Millburn Ridgefield Corp
New York
$79K +$21.2K +283 +38%
WC
630
Wexford Capital
Florida
$77K +$22.4K +300 +43%
GSWM
631
Golden State Wealth Management
California
$77K +$75.2K +1,006 New
TPCW
632
TD Private Client Wealth
New York
$75.4K +$11.3K +151 +18%
BG
633
Bollard Group
Massachusetts
$73K +$150 +2 +0.2%
AA
634
Ancora Advisors
Ohio
$71K +$35.8K +478 +106%
CT
635
Caldwell Trust
Florida
$70.1K -$163K -2,175 -71%
VNA
636
Valley National Advisers
Pennsylvania
$70K
CA
637
Clearstead Advisors
Ohio
$69K -$116K -1,555 -63%
MG
638
MilWealth Group
Wisconsin
$66.9K
CFD
639
Creative Financial Designs
Indiana
$66K +$11.5K +154 +22%
QCMC
640
Quantum Capital Management (California)
California
$65K
IA
641
Independence Advisors
Pennsylvania
$65K +$7.33K +98 +13%
JHCP
642
Jackson Hole Capital Partners
Oklahoma
$65K +$63.6K +850 New
C
643
Cerebellum
California
$63K +$61.6K +824 New
CDIA
644
Capital Directions Investment Advisors
Georgia
$61K
HS
645
Horan Securities
United States
$59K +$57.6K +770 New
OFG
646
Oxford Financial Group
Indiana
$58K
OC
647
Oakworth Capital
Alabama
$57K
LC
648
Lindbrook Capital
California
$55K +$15.2K +203 +40%
HR
649
Howe & Rusling
New York
$54K -$8.15K -109 -13%
WP
650
WealthShield Partners
North Carolina
$54K +$52.4K +700 New

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.