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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

1,181 hedge funds and large institutions have $15.6B invested in Industrial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 395 increasing their positions, 404 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+101
Holders Change %
+9.35%
% of All Funds
17.31%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
194
Increased
395
Reduced
404
Closed
77
Calls
$2.55B
Puts
$5.23B
Net Calls
-$2.68B
Net Calls Change
-$1.14B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$716M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$331M
3
UBS Group
UBS Group
Switzerland
+$142M
4
MIH
Meitav Investment House
Israel
+$91.7M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$53.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$367M
2
Goldman Sachs
Goldman Sachs
New York
-$298M
3
QFA
Quattro Financial Advisors
Texas
-$160M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$152M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCV
751
Banque Cantonale Vaudoise
Switzerland
$382K -$71.1K -624 -16%
OIA
752
Optimum Investment Advisors
Illinois
$382K -$22.8K -200 -6%
SA
753
Strategic Advisors
New York
$380K +$4.33K +38 +1%
WANY
754
Wealthspire Advisors (New York)
New York
$380K +$380K +3,330 New
USCWA
755
U.S. Capital Wealth Advisors
Texas
$379K +$10.5K +92 +3%
NL
756
NVWM LLC
Pennsylvania
$378K – – –
AIM
757
Acropolis Investment Management
Missouri
$376K -$9.12K -80 -2%
RCA
758
Ranch Capital Advisors
Florida
$376K -$735K -6,449 -66%
ACS
759
Archford Capital Strategies
Illinois
$376K – – –
BFG
760
Bleakley Financial Group
New Jersey
$376K -$14.3K -125 -4%
FEM
761
Fulcrum Equity Management
Texas
$373K -$612K -5,367 -62%
WA
762
WP Advisors
California
$372K +$2.05K +18 +0.6%
SC
763
Savant Capital
Illinois
$371K -$15K -132 -4%
MMG
764
Monetary Management Group
Missouri
$370K +$148K +1,300 +67%
VCM
765
Vivaldi Capital Management
Illinois
$370K +$72.3K +624 +24%
TFA
766
Teamwork Financial Advisors
Texas
$369K +$134K +1,175 +57%
DWA
767
Dougherty Wealth Advisers
Minnesota
$368K – – –
BCG
768
Breakwater Capital Group
New Jersey
$368K – – –
AIM
769
Allen Investment Management
New York
$365K – – –
DIM
770
Delta Investment Management
California
$365K +$1.82K +16 +0.5%
GIM
771
Goelzer Investment Management
Indiana
$365K -$798 -7 -0.2%
OCM
772
Orleans Capital Management
Louisiana
$363K +$56.4K +495 +18%
AWM
773
Activest Wealth Management
Florida
$362K +$1.71K +15 +0.5%
CNFG
774
Creegan & Nassoura Financial Group
New Hampshire
$362K – – –
IAIM
775
International Assets Investment Management
Florida
$357K +$357K +3,132 New
29 30
31
32 33