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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
WF
76
WealthTrust Fairport
Ohio
$11.8M +$513K +6,919 +4%
MLM
77
Mount Lucas Management
Pennsylvania
$11.7M -$4.27M -57,510 -26%
GFPC
78
Global Financial Private Capital
Florida
$11.6M -$1.48M -19,926 -11%
AWE
79
Avidian Wealth Enterprises
Texas
$11.4M +$150K +2,017 +1%
SMG
80
Spectrum Management Group
Indiana
$10.6M -$318K -4,294 -3%
PFM
81
Parsec Financial Management
North Carolina
$10.6M -$406K -5,471 -4%
AIC
82
Ayalon Insurance Company
Israel
$10.2M +$7.04K +95 +0.1%
MCM
83
Murphy Capital Management
New Jersey
$10.1M -$216K -2,910 -2%
CWM
84
Cornerstone Wealth Management
Missouri
$10M +$52.5M +708,260 +7,094%
FA
85
FDx Advisors
Illinois
$9.99M -$700K -9,435 -6%
FCC
86
Florin Court Capital
United Kingdom
$9.84M +$1.16M +15,600 +13%
SFA
87
Sequoia Financial Advisors
Ohio
$9.76M -$8.01K -108 -0.1%
MIS
88
Morningstar Investment Services
Illinois
$9.65M +$464K +6,255 +5%
Asset Management One
89
Asset Management One
Japan
$9.45M +$9.79M +131,980 New
VR
90
Viridian RIA
Washington
$9.04M -$2.41M -32,541 -21%
WCG
91
Wall Capital Group
Arizona
$8.86M -$409K -5,511 -4%
V
92
Veritable
Delaware
$8.85M +$121K +1,634 +1%
UCFA
93
United Capital Financial Advisors
Texas
$8.75M +$665K +8,965 +8%
TFA
94
Toth Financial Advisory
Virginia
$8.69M +$28.8K +389 +0.3%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$8.24M -$4.06M -54,747 -32%
NSLI
96
Nan Shan Life Insurance
Taiwan
$8.21M
PAG
97
Private Advisor Group
New Jersey
$8.1M -$346K -4,668 -4%
LFAS
98
Level Four Advisory Services
Texas
$8.06M +$284K +3,833 +4%
MC
99
Martin & Co
Tennessee
$7.77M +$38K +513 +0.5%
TI
100
TTP Investments
California
$7.63M +$373K +5,036 +5%

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.