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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
LTFS
76
Ladenburg Thalmann Financial Services
Florida
$11.8M -$1.12M -15,327 -9%
SFA
77
Sequoia Financial Advisors
Ohio
$11.6M -$15.1K -208 -0.1%
BFEC
78
Benjamin F. Edwards & Company
Missouri
$11.6M -$648K -8,901 -5%
CI
79
Cavalier Investments
Georgia
$11.4M +$1.12M +15,405 +11%
WCG
80
Wall Capital Group
Arizona
$11.4M -$280K -3,845 -2%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$11.3M +$493K +6,781 +5%
MLM
82
Mount Lucas Management
Pennsylvania
$11.1M -$418K -5,750 -4%
Cambridge Investment Research Advisors
83
Cambridge Investment Research Advisors
Iowa
$10.9M +$4.12M +56,647 +65%
SLF
84
Sun Life Financial
Ontario, Canada
$10.9M
AIC
85
Ayalon Insurance Company
Israel
$10.7M +$10.3M +141,549 New
MIS
86
Morningstar Investment Services
Illinois
$10.2M +$3.38M +46,503 +52%
MCM
87
Murphy Capital Management
New Jersey
$10.2M +$1.06M +14,545 +12%
Twin Tree Management
88
Twin Tree Management
Texas
$10M +$8.39M +115,302 +683%
V
89
Veritable
Delaware
$9.38M -$2.64M -36,222 -23%
TFA
90
Toth Financial Advisory
Virginia
$9.15M +$755K +10,372 +9%
VDFA
91
Vickerman & Driscoll Financial Advisors
Washington
$8.97M +$8.62M +118,521 New
BII
92
Bainco International Investors
Massachusetts
$8.76M +$366K +5,030 +5%
SB
93
Suntrust Banks
Georgia
$8.53M +$1.9M +26,107 +30%
KSA
94
Ken Stern & Associates
California
$8.3M -$280K -3,844 -3%
SWP
95
Stratos Wealth Partners
Ohio
$8.24M -$97.7K -1,342 -1%
PAG
96
Private Advisor Group
New Jersey
$8.2M -$5.19M -71,290 -40%
BWM
97
Biltmore Wealth Management
Arizona
$8.09M -$5.53M -75,981 -42%
DCC
98
Dow Chemical Company
Michigan
$8.06M +$6.13M +84,216 +378%
LFAS
99
Level Four Advisory Services
Texas
$8.01M +$365K +5,022 +5%
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
$7.92M +$3.59M +49,368 +89%

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.