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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
C
676
Cerebellum
California
-$185K -2,490 Closed
APP
677
Avantax Planning Partners
Iowa
-$183K -2,468 Closed
MCWS
678
McKinley Carter Wealth Services
West Virginia
-$178K -2,398 Closed
CFC
679
Coyle Financial Counsel
Illinois
-$104K -1,595 Closed
ZB
680
Zions Bancorporation
Utah
-$97K -1,300 Closed
HFP
681
Holistic Financial Partners
Indiana
-$61K -827 Closed
IIC
682
Integrated Investment Consultants
Michigan
-$61K -826 Closed
NC
683
NewSquare Capital
Pennsylvania
-$32K -428 Closed
AP
684
Advisors Preferred
Maryland
-$27K -358 Closed
FCMT
685
Founders Capital Management (Texas)
Texas
-$19K -250 Closed
Financial Engines Advisors
686
Financial Engines Advisors
California
-$17K -233 Closed
JA
687
JOYN Advisors
Georgia
-$15K -200 Closed
JWA
688
JFS Wealth Advisors
Pennsylvania
-$11K -144 Closed
AWA
689
Acorn Wealth Advisors
Michigan
-$10K -136 Closed
AWM
690
Avior Wealth Management
Nebraska
-$9K -115 Closed
CCA
691
Clearwater Capital Advisors
Illinois
-$7K -100 Closed
ADL
692
Asset Dedication LLC
California
-$6K -75 Closed
BWM
693
Baystate Wealth Management
Massachusetts
-$5K -62 Closed
WCM
694
Whitener Capital Management
North Carolina
-$4K -59 Closed
BCI
695
Brinker Capital Investments
Pennsylvania
-$4K -49 Closed
DWM
696
Destination Wealth Management
California
-$1K -9 Closed
Capstone Investment Advisors
697
Capstone Investment Advisors
New York
+$74 +1 New

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.