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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
SMG
801
Spectrum Management Group
Indiana
$40K +$38.3K +455 New
APW
802
Acima Private Wealth
Virginia
$39K
WWMSC
803
Wagner Wealth Management (South Carolina)
South Carolina
$38K +$36.2K +430 New
CYG
804
Clean Yield Group
Vermont
$36K +$33.8K +401 New
OSNBOA
805
Old Second National Bank of Aurora
Illinois
$35K
FCMT
806
Founders Capital Management (Texas)
Texas
$35K +$33.4K +396 New
RWA
807
Ropes Wealth Advisors
Massachusetts
$34K +$32.4K +384 New
ADIM
808
Alpha DNA Investment Management
Maryland
$34K +$32.6K +387 New
EP
809
Eudaimonia Partners
Tennessee
$33K
LWM
810
Liberty Wealth Management
California
$32K +$169 +2 +0.5%
SWM
811
Sugarloaf Wealth Management
Georgia
$32K +$8.43K +100 +39%
MPWT
812
MassMutual Private Wealth & Trust
Connecticut
$32K +$24.6K +292 +389%
SC
813
Steph & Co
Wisconsin
$31K +$11.7K +139 +66%
CPFP
814
Clear Perspectives Financial Planning
Ohio
$31K +$29.5K +350 New
PGAM
815
Princeton Global Asset Management
New Jersey
$31K +$29.6K +351 New
HCM
816
Horrell Capital Management
Arkansas
$31K +$29.7K +352 New
FF
817
FourThought Financial
Florida
$31K +$29.9K +355 New
ADL
818
Asset Dedication LLC
California
$29K
MF
819
Manchester Financial
California
$29K
PB
820
Pinnacle Bancorp
Nebraska
$27K
PMFA
821
Plante Moran Financial Advisors
Michigan
$27K +$5.39K +64 +26%
SMA
822
Sage Mountain Advisors
Georgia
$27K +$25.4K +302 New
TF
823
Tompkins Financial
New York
$26K -$27.5K -326 -52%
BCV
824
Banque Cantonale Vaudoise
Switzerland
$25K +$24K +285 New
BCM
825
Bourgeon Capital Management
Connecticut
$24K

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.