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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
CG
726
Caprock Group
Idaho
-$234K -2,981 Closed
SBWM
727
Sunflower Bank Wealth Management
Arizona
-$232K -2,965 Closed
AMCA
728
Arthur M. Cohen & Associates
Illinois
-$227 -2,897 Closed
Neuberger Berman Group
729
Neuberger Berman Group
New York
-$227K -2,891 Closed
LW
730
Linscomb Wealth
Texas
-$224K -2,861 Closed
EWM
731
Empirical Wealth Management
Washington
-$222K -2,829 Closed
AWA
732
ARS Wealth Advisors
Florida
-$217K -2,766 Closed
SMC
733
Smith, Moore & Co
Missouri
-$216K -2,761 Closed
BFO
734
Boston Family Office
Massachusetts
-$211K -2,690 Closed
HH
735
Hilltop Holdings
Texas
-$204K -2,608 Closed
BWM
736
Brickley Wealth Management
California
-$204K -2,600 Closed
FWM
737
Frontier Wealth Management
Missouri
-$203K -2,588 Closed
DC
738
Davenport & Co
Virginia
-$202K -2,574 Closed
Franklin Resources
739
Franklin Resources
California
-$202K -2,572 Closed
LJHT
740
Laurie J. Hall Trustee
-$164K -2,094 Closed
APP
741
Avantax Planning Partners
Iowa
-$139K -1,779 Closed
RMAM
742
Raab & Moskowitz Asset Management
New Jersey
-$118K -1,520 Closed
ML
743
McAdam LLC
Pennsylvania
-$87K -1,094 Closed
IP
744
Intellectus Partners
California
-$84K -1,072 Closed
BA
745
Ballew Advisors
Mississippi
-$55K -797 Closed
AA
746
Ancora Advisors
Ohio
-$47K -600 Closed
LA
747
Legacy Advisors
Pennsylvania
-$31K -400 Closed
ADL
748
Asset Dedication LLC
California
-$13K -174 Closed
BWA
749
BDO Wealth Advisors
Florida
-$10K -125 Closed
KJWM
750
Kiley Juergens Wealth Management
Washington
-$7K -100 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.