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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

1,181 hedge funds and large institutions have $15.6B invested in Industrial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 395 increasing their positions, 404 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+101
Holders Change %
+9.35%
% of All Funds
17.31%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
194
Increased
395
Reduced
404
Closed
77
Calls
$2.55B
Puts
$5.23B
Net Calls
-$2.68B
Net Calls Change
-$1.14B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$716M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$331M
3
UBS Group
UBS Group
Switzerland
+$142M
4
MIH
Meitav Investment House
Israel
+$91.7M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$53.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$367M
2
Goldman Sachs
Goldman Sachs
New York
-$298M
3
QFA
Quattro Financial Advisors
Texas
-$160M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$152M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
626
Neville Rodie & Shaw
New York
$559K +$103K +900 +23%
Empower Advisory Group
627
Empower Advisory Group
Colorado
$558K -$4.45K -39 -0.8%
MWA
628
Meridian Wealth Advisors
Texas
$558K – – –
BFA
629
Beacon Financial Advisory
Ohio
$554K +$38.6K +339 +8%
RAM
630
Riggs Asset Management
Pennsylvania
$553K +$49.6K +435 +10%
JCM
631
Janney Capital Management
Pennsylvania
$553K -$5.07M -44,497 -90%
JIC
632
Johnson Investment Counsel
Ohio
$552K +$33.5K +294 +6%
PGIM
633
Pacific Global Investment Management
California
$551K +$2.96K +26 +0.5%
NFP
634
Narus Financial Partners
Utah
$550K +$297K +2,604 +117%
FCP
635
Fidelis Capital Partners
Florida
$548K +$228 +2 +0%
WAM
636
WNY Asset Management
New York
$547K -$57.1K -501 -9%
ACP
637
Aviance Capital Partners
Florida
$546K -$33.9K -297 -6%
TFP
638
Traction Financial Partners
Wyoming
$544K +$544K +4,772 New
EFA
639
Evernest Financial Advisors
Indiana
$544K +$544K +4,770 New
CT
640
Chicago Trust
Illinois
$543K -$4.9K -43 -0.9%
BWM
641
BNC Wealth Management
Oregon
$542K +$542K +4,759 New
VPP
642
Vertex Planning Partners
Illinois
$541K -$7.52K -66 -1%
HWA
643
Hillcrest Wealth Advisors
New Jersey
$541K +$114K +1,000 +27%
BF
644
BOK Financial
Oklahoma
$541K – – –
EGA
645
E&G Advisors
Texas
$534K +$51K +447 +11%
DI
646
DFPG Investments
Utah
$532K +$26.3K +237 +5%
PWMAG
647
Pinnacle Wealth Management Advisory Group
New Jersey
$529K -$114K -1,000 -18%
SFS
648
Security Financial Services
Indiana
$529K +$1.14K +10 +0.2%
OCPWS
649
One Charles Private Wealth Services
Massachusetts
$526K +$226K +1,983 +75%
NP
650
NorthRock Partners
Minnesota
$523K +$523K +4,590 New
24 25
26
27 28