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State Street Industrial Select Sector SPDR ETF

622 hedge funds and large institutions have $11.2B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

2% more capital invested

Capital invested by funds: $11B → $11.2B (+$189M)

1% less funds holding

Funds holding: 627622 (-5)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

3% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 227

4% less call options, than puts

Call options by funds: $929M | Put options by funds: $966M

6.03% less ownership

Funds ownership: 91.76%85.72% (-6%)

Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
68
Increased
221
Reduced
227
Closed
69
Calls
$929M
Puts
$966M
Net Calls
-$36.5M
Net Calls Change
+$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$23.4M +$951K +12,480 +4%
FIA
52
Foundations Investment Advisors
Arizona
$23.1M +$2.57M +33,721 +13%
Squarepoint
53
Squarepoint
New York
$22.8M +$22.2M +290,828 New
SAS
54
Sage Advisory Services
Texas
$22.4M -$487K -6,392 -2%
ST
55
Spinnaker Trust
Maine
$21.1M +$835K +10,961 +4%
EB
56
Eastern Bank
Massachusetts
$20.9M -$1.68K -22 -0%
FCC
57
Florin Court Capital
United Kingdom
$20.3M +$9.23M +121,100 +88%
US Bancorp
58
US Bancorp
Minnesota
$19.9M +$366K +4,797 +2%
LSA
59
L & S Advisors
California
$18.7M +$18.2M +238,884 New
HighTower Advisors
60
HighTower Advisors
Illinois
$18.6M -$588K -7,711 -3%
Citadel Advisors
61
Citadel Advisors
Florida
$17.4M +$3.96M +52,036 +31%
HIIFS
62
Harel Insurance Investments & Financial Services
Israel
$16.8M -$694K -9,114 -16%
Stifel Financial
63
Stifel Financial
Missouri
$16.5M +$2.83M +37,108 +21%
SB
64
Suntrust Banks
Georgia
$16.4M +$152K +1,989 +1%
AssetMark Inc
65
AssetMark Inc
California
$16.3M -$16.5M -216,005 -51%
PAG
66
Private Advisor Group
New Jersey
$16.1M +$7.03M +92,308 +82%
CG
67
Cutler Group
California
$15.3M +$9.86M +129,447 +197%
JMPWA
68
JP Morgan Private Wealth Advisors
California
$15.3M +$199K +2,614 +1%
HAM
69
Hillswick Asset Management
Connecticut
$15.2M
CI
70
Cavalier Investments
Georgia
$14.5M +$13.7M +180,378 +4,412%
AA
71
ALPS Advisors
Colorado
$14.4M -$1.96M -25,669 -12%
BHWM
72
Bar Harbor Wealth Management
New Hampshire
$14M -$75.6K -992 -0.6%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$13.2M +$234K +3,069 +2%
GFPC
74
Global Financial Private Capital
Florida
$13M +$258K +3,392 +2%
Jane Street
75
Jane Street
New York
$12.8M -$16.2M -213,265 -57%

XLI Hedge Fund Activity: Q3 2018 in Review

622 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2018, worth a combined $11.2B — up 1.7% from $11B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of XLI and 68 opened new positions — a net loss of 1 holder — while 227 trimmed existing stakes and 221 added.

The largest buyer was Barclays, adding an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 622 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2018, down from 627 in Q2 2018.
  • Funds reported $11.2B of State Street Industrial Select Sector SPDR ETF stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 68 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2018 and 69 closed out, a net change of -1 holder.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2018 was Barclays, an estimated $118M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2018 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2018.