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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
USGIU
701
U.S. Global Investors (USGI)
Texas
-$557K -7,100 Closed
GC
702
Grace Capital
Massachusetts
-$495K -6,310 Closed
EP
703
Edgestream Partners
New Jersey
-$483K -6,161 Closed
TSS
704
Two Sigma Securities
New York
-$392K -5,529 Closed
MC
705
Moors & Cabot
Massachusetts
-$407K -5,167 Closed
IWP
706
Icon Wealth Partners
Texas
-$380K -4,851 Closed
VAM
707
Visionary Asset Management
Texas
-$366K -4,672 Closed
PFPT
708
Pinnacle Financial Partners (Tennessee)
Tennessee
-$359K -4,581 Closed
BSAM
709
Blue Sky Asset Management
Colorado
-$358K -4,564 Closed
DWM
710
Dynasty Wealth Management
Florida
-$329K -4,200 Closed
PAS
711
Partnervest Advisory Services
California
-$324K -4,134 Closed
WI
712
WrapManager Inc
California
-$304K -3,883 Closed
RIM
713
Rampart Investment Management
Connecticut
-$291K -3,709 Closed
SCP
714
Silverleafe Capital Partners
Tennessee
-$289K -3,691 Closed
IGGA
715
Iron Gate Global Advisors
Utah
-$285K -3,634 Closed
JIP
716
Jaffetilchin Investment Partners
Florida
-$283K -3,609 Closed
BSW
717
Buckingham Strategic Wealth
Missouri
-$277K -3,530 Closed
TG
718
TLP Group
Illinois
-$276K -3,521 Closed
RJT
719
Raymond James Trust
Florida
-$276K -3,515 Closed
CAN
720
Claraphi Advisory Network
United States
-$245K -3,120 Closed
BAS
721
Brown Advisory Securities
Maryland
-$244K -3,089 Closed
BJL
722
Brighton Jones LLC
Washington
-$239K -3,052 Closed
WA
723
WESPAC Advisors
California
-$238K -3,032 Closed
MIG
724
McGuire Investment Group
Rhode Island
-$236K -3,014 Closed
CA
725
Continuum Advisory
Idaho
-$237K -2,992 Closed

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.