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State Street Industrial Select Sector SPDR ETF

896 hedge funds and large institutions have $13B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 216 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 56

63% more funds holding in top 10

Funds holding in top 10: 3049 (+19)

60% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 216

23% more capital invested

Capital invested by funds: $10.6B → $13B (+$2.44B)

19% more funds holding

Funds holding: 750896 (+146)

7.47% less ownership

Funds ownership: 87.85%80.38% (-7.5%)

38% less call options, than puts

Call options by funds: $550M | Put options by funds: $885M

Holders
896
Holders Change
+146
Holders Change %
+19.47%
% of All Funds
15.86%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
0.87%
New
216
Increased
345
Reduced
216
Closed
56
Calls
$550M
Puts
$885M
Net Calls
-$336M
Net Calls Change
-$576M
Name Holding Trade Value Shares
Change
Change in
Stake
RM
701
Resource Management
Louisiana
$213K +$203K +2,405 New
LJAC
702
L.J. Altfest & Co
New York
$211K -$24.3K -288 -11%
BWM
703
Birchcreek Wealth Management
Ohio
$210K +$201K +2,381 New
LWANC
704
Laurel Wealth Advisors (North Carolina)
North Carolina
$209K -$77.5K -920 -28%
WAP
705
Wealthcare Advisory Partners
Pennsylvania
$209K +$199K +2,365 New
GFS
706
GYL Financial Synergies
Connecticut
$207K +$197K +2,333 New
MWM
707
Mission Wealth Management
California
$207K +$197K +2,343 New
KFS
708
Kaizen Financial Strategies
California
$205K +$195K +2,313 New
UIA
709
UBP Investment Advisors
Switzerland
$204K +$194K +2,300 New
Brown Advisory
710
Brown Advisory
Maryland
$202K -$49.6K -589 -21%
PAM
711
Private Asset Management
California
$202K -$29.2K -347 -13%
OPW
712
Oxler Private Wealth
New York
$202K +$193K +2,288 New
DC
713
Davenport & Co
Virginia
$201K +$191K +2,269 New
CFD
714
Creative Financial Designs
Indiana
$200K +$118K +1,396 +163%
CWC
715
Carolinas Wealth Consulting
North Carolina
$199K +$1.18K +14 +0.6%
PAI
716
Pittenger & Anderson Inc
Nebraska
$195K -$32.6K -387 -15%
FCB
717
First Command Bank
Texas
$195K
FCFS
718
First Command Financial Services
Texas
$195K
ASBI
719
American State Bank (Iowa)
Iowa
$195K +$186K +2,202 New
HIA
720
Harbor Investment Advisory
Maryland
$190K +$130K +1,541 +253%
FNBOSM
721
First National Bank of South Miami
Florida
$185K -$674 -8 -0.4%
RMC
722
Resources Management Corp
Connecticut
$182K -$18.5K -220 -10%
BBPWM
723
Blue Bell Private Wealth Management
Pennsylvania
$180K -$1.6K -19 -0.9%
M
724
MOTCO
Texas
$177K -$119K -1,417 -41%
ED
725
Exane Derivatives
France
$174K +$166K +1,970 New

XLI Hedge Fund Activity: Q4 2020 in Review

896 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2020, worth a combined $13B — up 23% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new XLI positions and 56 closed out — a net gain of 160 holders — while 345 added to existing stakes and 216 trimmed.

The largest buyer was Prudential plc, adding an estimated $378M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $555M.

  • 896 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2020, up from 750 in Q3 2020.
  • Funds reported $13B of State Street Industrial Select Sector SPDR ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 216 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2020 and 56 closed out, a net change of +160 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2020 was Prudential plc, an estimated $378M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $555M sold.

Based on aggregated 13F filings for Q4 2020.