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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
JGIA
651
Jackson Grant Investment Advisers
Connecticut
$53K +$75 +1 +0.1%
Bank Julius Baer & Co
652
Bank Julius Baer & Co
Switzerland
$53K +$51.2K +685 New
AIM
653
Anchor Investment Management
South Carolina
$52.4K
TF
654
Tompkins Financial
New York
$48K
HIA
655
Harbor Investment Advisory
Maryland
$47K +$45.6K +610 New
FMTCOCP
656
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
ACA
657
Aptus Capital Advisors
Alabama
$44K -$15.5K -207 -26%
BEI
658
Benjamin Edwards Inc
Missouri
$44K -$1.42K -19 -3%
DAC
659
Dividend Assets Capital
South Carolina
$43K
1IA
660
1834 Investment Advisors
Wisconsin
$42K
ANBT
661
American National Bank & Trust
Texas
$41K
CWM
662
Cranbrook Wealth Management
Michigan
$40K +$75 +1 +0.2%
AAP
663
Arax Advisory Partners
Colorado
$38K
RE
664
RBC Europe
United Kingdom
$36.2K
APW
665
Acima Private Wealth
Virginia
$34K
LFG
666
LifePlan Financial Group
Ohio
$34K +$14.5K +194 +79%
HPC
667
HM Payson & Co
Maine
$32K
PCFFS
668
Pacific Center for Financial Services
California
$32K +$2.54K +34 +9%
OSNBOA
669
Old Second National Bank of Aurora
Illinois
$31K +$29.9K +400 New
WB
670
West Bancorporation
Iowa
$30K
LWM
671
Liberty Wealth Management
California
$29K +$75 +1 +0.3%
EFSCE
672
Enterprise Financial Services Corp (EFSC)
Missouri
$28K +$25K +334 +928%
EP
673
Eudaimonia Partners
Tennessee
$28K +$27.6K +369 New
TAM
674
Townsend Asset Management
North Carolina
$26K -$10.5K -141 -30%
ADL
675
Asset Dedication LLC
California
$25K

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.