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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
Sumitomo Mitsui Trust Group
51
Sumitomo Mitsui Trust Group
Japan
$21.5M +$16.3M +220,000 +275%
WMSA
52
Weiss Multi-Strategy Advisers
New York
$21.2M +$22M +295,994 New
SAS
53
Sage Advisory Services
Texas
$21M +$30.3K +409 +0.1%
KIA
54
KCM Investment Advisors
California
$20.6M +$4.02M +54,154 +23%
PI
55
Putnam Investments
Massachusetts
$20.6M +$21.3M +287,619 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$20.5M -$5.29M -71,395 -20%
JP
57
Jana Partners
New York
$20M +$20.7M +279,186 New
EB
58
Eastern Bank
Massachusetts
$19.1M +$333K +4,493 +2%
FIA
59
Foundations Investment Advisors
Arizona
$18.7M +$19.3M +260,387 New
ST
60
Spinnaker Trust
Maine
$18.5M +$351K +4,729 +2%
US Bancorp
61
US Bancorp
Minnesota
$17.9M -$2.42M -32,615 -12%
HighTower Advisors
62
HighTower Advisors
Illinois
$17.5M +$667K +8,989 +4%
CS
63
Credit Suisse
Switzerland
$15.7M -$23.4M -315,510 -59%
AA
64
ALPS Advisors
Colorado
$15M -$556K -7,502 -3%
SB
65
Suntrust Banks
Georgia
$14.8M +$881K +11,873 +6%
Lazard Asset Management
66
Lazard Asset Management
New York
$14.4M +$8.97M +120,965 +151%
HAM
67
Hillswick Asset Management
Connecticut
$13.9M
PP
68
Paloma Partners
Connecticut
$13.9M +$4.76M +64,160 +50%
JMPWA
69
JP Morgan Private Wealth Advisors
California
$13.8M +$1.54M +20,796 +12%
AIM
70
Assured Investment Management
New York
$13.2M +$7.87M +106,160 +135%
BHWM
71
Bar Harbor Wealth Management
New Hampshire
$12.8M +$25.1K +338 +0.2%
Stifel Financial
72
Stifel Financial
Missouri
$12.4M -$5.57M -75,161 -30%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$12.2M
Citadel Advisors
74
Citadel Advisors
Florida
$12.2M +$5.22M +70,343 +71%
Balyasny Asset Management
75
Balyasny Asset Management
Illinois
$12M -$1.63M -21,912 -12%

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.