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State Street Industrial Select Sector SPDR ETF

690 hedge funds and large institutions have $8.7B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 250 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

45% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $778M

40% more capital invested

Capital invested by funds: $6.21B → $8.7B (+$2.49B)

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

10.04% more ownership

Funds ownership: 87.26%97.29% (+10%)

2% more funds holding

Funds holding: 676690 (+14)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 250

Holders
690
Holders Change
+14
Holders Change %
+2.07%
% of All Funds
14.15%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
110
Increased
226
Reduced
250
Closed
90
Calls
$1.13B
Puts
$778M
Net Calls
+$352M
Net Calls Change
+$671M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
751
Evolution Wealth Advisors
Florida
-$139K -2,362 Closed
HIA
752
Harbor Investment Advisory
Maryland
-$103K -1,744 Closed
WAP
753
Wealthcare Advisory Partners
Pennsylvania
-$80K -1,352 Closed
BMM
754
Berkshire Money Management
Massachusetts
-$70K -1,194 Closed
Victory Capital Management
755
Victory Capital Management
Texas
-$62K -1,054 Closed
MWM
756
MBE Wealth Management
Wisconsin
-$60K -1,030 Closed
GSWM
757
Golden State Wealth Management
California
-$59K -1,006 Closed
CT
758
Clearstead Trust
Maine
-$59K -1,000 Closed
First Manhattan
759
First Manhattan
New York
-$44K -758 Closed
LWCFA
760
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$35K -600 Closed
EWM
761
EPG Wealth Management
Georgia
-$33K -566 Closed
DWM
762
Darwin Wealth Management
Florida
-$29K -522 Closed
CBT
763
Capital Bank & Trust
California
-$22K -377 Closed
WIM
764
Westside Investment Management
California
-$19 -327 Closed
TC
765
Truvestments Capital
Florida
-$18K -316 Closed
CWM
766
Cedar Wealth Management
California
-$14K -237 Closed
IA
767
IndexIQ Advisors
New York
-$13K -223 Closed
CAN
768
Claraphi Advisory Network
United States
-$8K -135 Closed
AC
769
AlphaCore Capital
California
-$8K -132 Closed
MCM
770
McMillion Capital Management
North Carolina
-$8K -130 Closed
WQ
771
Wealth Quarterback
New Jersey
-$6.63K -112 Closed
CFN
772
Cordasco Financial Network
Florida
-$6K -110 Closed
VCS
773
Vaughan & Co Securities
New Jersey
-$5.55K -94 Closed
SMFS
774
Squar Milner Financial Services
California
-$3K -66 Closed
PCMK
775
Paragon Capital Management (Kansas)
Kansas
-$3K -52 Closed

XLI Hedge Fund Activity: Q2 2020 in Review

690 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2020, worth a combined $8.7B — up 40% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLI positions and 90 closed out — a net gain of 20 holders — while 226 added to existing stakes and 250 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $174M.

  • 690 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2020, up from 676 in Q1 2020.
  • Funds reported $8.7B of State Street Industrial Select Sector SPDR ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 110 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2020 and 90 closed out, a net change of +20 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2020.