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State Street Industrial Select Sector SPDR ETF

896 hedge funds and large institutions have $13B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 216 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 56

63% more funds holding in top 10

Funds holding in top 10: 3049 (+19)

60% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 216

23% more capital invested

Capital invested by funds: $10.6B → $13B (+$2.44B)

19% more funds holding

Funds holding: 750896 (+146)

7.47% less ownership

Funds ownership: 87.85%80.38% (-7.5%)

38% less call options, than puts

Call options by funds: $550M | Put options by funds: $885M

Holders
896
Holders Change
+146
Holders Change %
+19.47%
% of All Funds
15.86%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
0.87%
New
216
Increased
345
Reduced
216
Closed
56
Calls
$550M
Puts
$885M
Net Calls
-$336M
Net Calls Change
-$576M
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
776
Capital Directions Investment Advisors
Georgia
$70K
OFG
777
Oxford Financial Group
Indiana
$66K
HR
778
Howe & Rusling
New York
$66K +$3.88K +46 +7%
COCM
779
Charter Oak Capital Management
New Hampshire
$64K +$61K +724 New
BG
780
Bollard Group
Massachusetts
$61K -$21.5K -255 -27%
JGIA
781
Jackson Grant Investment Advisers
Connecticut
$61K
AIM
782
Anchor Investment Management
South Carolina
$60.3K
OC
783
Oakworth Capital
Alabama
$54K -$10.3K -122 -17%
FMTCOCP
784
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$53K
HPC
785
HM Payson & Co
Maine
$53K +$14.9K +177 +42%
GWS
786
Glassman Wealth Services
Virginia
$53K +$29.7K +352 +145%
ACA
787
Aptus Capital Advisors
Alabama
$51K
1IA
788
1834 Investment Advisors
Wisconsin
$51K +$2.87K +34 +6%
WT
789
Washington Trust
Rhode Island
$51K +$40.4K +480 +505%
DWP
790
Destiny Wealth Partners
Florida
$51K +$48.5K +576 New
DAC
791
Dividend Assets Capital
South Carolina
$49K
PCFFS
792
Pacific Center for Financial Services
California
$48K +$10.7K +127 +31%
ANBT
793
American National Bank & Trust
Texas
$47K
VC
794
Vestor Capital
Illinois
$47K +$44.7K +530 New
AAP
795
Arax Advisory Partners
Colorado
$44K
AP
796
Atwood & Palmer
Missouri
$44K +$42.1K +500 New
PA
797
Perennial Advisors
New York
$44K +$42.1K +500 New
RE
798
RBC Europe
United Kingdom
$41.6K
EFSCE
799
Enterprise Financial Services Corp (EFSC)
Missouri
$41K +$8.01K +95 +26%
FWM
800
Focused Wealth Management
New York
$41K +$38.8K +460 New

XLI Hedge Fund Activity: Q4 2020 in Review

896 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2020, worth a combined $13B — up 23% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new XLI positions and 56 closed out — a net gain of 160 holders — while 345 added to existing stakes and 216 trimmed.

The largest buyer was Prudential plc, adding an estimated $378M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $555M.

  • 896 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2020, up from 750 in Q3 2020.
  • Funds reported $13B of State Street Industrial Select Sector SPDR ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 216 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2020 and 56 closed out, a net change of +160 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2020 was Prudential plc, an estimated $378M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $555M sold.

Based on aggregated 13F filings for Q4 2020.