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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

760 hedge funds and large institutions have $8.2B invested in Industrial Select Sector SPDR Fund in 2019 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 244 increasing their positions, 228 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
760
Holders Change
+92
Holders Change %
+13.77%
% of All Funds
15.01%
Holding in Top 10
20
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+17.65%
% of All Funds
0.39%
New
170
Increased
244
Reduced
228
Closed
64
Calls
$689M
Puts
$1.17B
Net Calls
-$477M
Net Calls Change
-$208M

Top Buyers

1
BlackRock
BlackRock
New York
$253M
2
Citadel Advisors
Citadel Advisors
Florida
$90.4M
3
CM
Churchill Management
California
$63.5M
4
CL
Cabana LLC
Arkansas
$45.1M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$96.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$509M
2
Bank of America
Bank of America
North Carolina
$2.02B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
4
Goldman Sachs
Goldman Sachs
New York
$450M
5
UBS Group
UBS Group
Switzerland
$332M
Name Holding Trade Value Shares
Change 		Shares
Change %
LW
801
Linscomb Wealth
Texas
– -$208K -2,674 Closed
BOPW
802
Brandywine Oak Private Wealth
Pennsylvania
– -$205K -2,648 Closed
KWM
803
Kingsview Wealth Management
Oregon
– -$200K -2,580 Closed
GSWM
804
Golden State Wealth Management
California
– -$194K -2,505 Closed
BEI
805
Benjamin Edwards Inc
Missouri
– -$159K -2,042 Closed
CPA
806
Capital Planning Advisors
California
– -$152K -1,959 Closed
SB
807
Strategic Blueprint
Georgia
– -$114K -1,466 Closed
PW
808
Price Wealth
Texas
– -$77K -990 Closed
LM
809
Luminus Management
Texas
– -$64K -820 Closed
LGWM
810
Litman Gregory Wealth Management
California
– -$59K -766 Closed
BHWM
811
Bay Harbor Wealth Management
Maryland
– -$45K -579 Closed
IBOK
812
Independence Bank of Kentucky
Kentucky
– -$35K -448 Closed
HCM
813
Hilton Capital Management
New York
– -$26K -338 Closed
TC
814
Truvestments Capital
Florida
– -$24K -313 Closed
QCIG
815
Quad-Cities Investment Group
Iowa
– -$21K -270 Closed
NIC
816
Northwest Investment Counselors
Oregon
– -$18K -229 Closed
KWA
817
KCS Wealth Advisory
California
– -$16.8K -216 Closed
SWP
818
Strategic Wealth Partners
Ohio
– -$13 -179 Closed
First Manhattan
819
First Manhattan
New York
– -$12K -164 Closed
CAN
820
Claraphi Advisory Network
United States
– -$8K -105 Closed
WCM
821
Whitener Capital Management
North Carolina
– -$7K -100 Closed
PCM
822
Princeton Capital Management
New Jersey
– -$8K -100 Closed
Macquarie Group
823
Macquarie Group
Australia
– -$5K -95 Closed
Toronto Dominion Bank
824
Toronto Dominion Bank
Ontario, Canada
– -$5K -59 Closed
Luther King Capital Management (LKCM)
825
Luther King Capital Management (LKCM)
Texas
– -$212K – –
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