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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
MF
676
Manchester Financial
California
$25K
EW
677
Evoke Wealth
California
$24K -$65.8K -880 -74%
PB
678
Pinnacle Bancorp
Nebraska
$23K
GI
679
Gradient Investments
Minnesota
$22K +$12.7K +170 +145%
BCM
680
Bourgeon Capital Management
Connecticut
$21K -$3.74K -50 -16%
KCM
681
Kathmere Capital Management
Pennsylvania
$21K +$20.2K +270 New
AWMS
682
Advocacy Wealth Management Services
Georgia
$20K
SWM
683
Sugarloaf Wealth Management
Georgia
$20K
FRA
684
Front Row Advisors
California
$19K
GWS
685
Glassman Wealth Services
Virginia
$19K
PMFA
686
Plante Moran Financial Advisors
Michigan
$19K +$4.86K +65 +36%
PS
687
Planned Solutions
California
$19K +$18.7K +250 New
CSPIA
688
Cary Street Partners Investment Advisory
Virginia
$19K +$18.8K +252 New
KTC
689
Kistler-Tiffany Companies
Pennsylvania
$17K +$16.8K +224 New
BW
690
Bison Wealth
Georgia
$16K
MAWCM
691
Mine & Arao Wealth Creation & Management
California
$16K
SC
692
Steph & Co
Wisconsin
$16K
GWMIA
693
Global Wealth Management Investment Advisory
Florida
$16K +$9.72K +130 +155%
JSC
694
Jackson Square Capital
California
$16K +$15K +201 +2,513%
1832 Asset Management
695
1832 Asset Management
Ontario, Canada
$15K -$537K -7,185 -97%
BAM
696
Bellevue Asset Management
Washington
$15K
AF
697
Allworth Financial
California
$15K +$7.48K +100 +105%
LDFR
698
Lehman & Derafelo Financial Resources
Pennsylvania
$14K
ME
699
McIlrath & Eck
Washington
$14K
NNP
700
Nachman Norwood & Parrott
South Carolina
$14K +$13.8K +185 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.