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State Street Industrial Select Sector SPDR ETF

622 hedge funds and large institutions have $11.2B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 221 increasing their positions, 227 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more funds holding in top 10

Funds holding in top 10: 2930 (+1)

2% more capital invested

Capital invested by funds: $11B → $11.2B (+$189M)

1% less funds holding

Funds holding: 627622 (-5)

1% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 69

3% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 227

4% less call options, than puts

Call options by funds: $929M | Put options by funds: $966M

6.03% less ownership

Funds ownership: 91.76%85.72% (-6%)

Holders
622
Holders Change
-5
Holders Change %
-0.8%
% of All Funds
14.22%
Holding in Top 10
30
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.45%
% of All Funds
0.69%
New
68
Increased
221
Reduced
227
Closed
69
Calls
$929M
Puts
$966M
Net Calls
-$36.5M
Net Calls Change
+$1.2B
Name Holding Trade Value Shares
Change
Change in
Stake
AWE
76
Avidian Wealth Enterprises
Texas
$12.3M -$131K -1,715 -1%
Millennium Management
77
Millennium Management
New York
$12.1M -$15.5M -202,992 -57%
WF
78
WealthTrust Fairport
Ohio
$12.1M -$757K -9,931 -6%
SMG
79
Spectrum Management Group
Indiana
$12M +$375K +4,916 +3%
Lazard Asset Management
80
Lazard Asset Management
New York
$12M -$3.65M -47,865 -24%
William Blair & Company
81
William Blair & Company
Illinois
$12M +$3.76M +49,405 +48%
MCM
82
Murphy Capital Management
New Jersey
$11.8M +$666K +8,745 +6%
AC
83
Aristeia Capital
Connecticut
$11.6M +$11.2M +147,631 New
AIC
84
Ayalon Insurance Company
Israel
$11.5M +$178K +2,340 +2%
PFM
85
Parsec Financial Management
North Carolina
$11.2M -$338K -4,430 -3%
NSLI
86
Nan Shan Life Insurance
Taiwan
$11.2M +$2.13M +28,000 +24%
MLM
87
Mount Lucas Management
Pennsylvania
$11.1M -$1.74M -22,838 -14%
MIS
88
Morningstar Investment Services
Illinois
$10.9M +$287K +3,766 +3%
SFA
89
Sequoia Financial Advisors
Ohio
$10.7M -$1.68K -22 -0%
Cambridge Investment Research Advisors
90
Cambridge Investment Research Advisors
Iowa
$10.6M +$1.58M +20,769 +18%
Susquehanna International Group
91
Susquehanna International Group
Pennsylvania
$10.3M +$6.82M +89,468 +215%
KP
92
Keel Point
Alabama
$10M +$9.73M +127,711 New
V
93
Veritable
Delaware
$9.68M -$10.5K -138 -0.1%
FA
94
FDx Advisors
Illinois
$9.67M -$1.22M -16,058 -12%
Asset Management One
95
Asset Management One
Japan
$9.64M -$687K -9,020 -7%
TFA
96
Toth Financial Advisory
Virginia
$9.39M -$117K -1,540 -1%
Renaissance Technologies
97
Renaissance Technologies
New York
$9.25M +$8.99M +118,000 New
MC
98
Martin & Co
Tennessee
$8.86M +$344K +4,510 +4%
BFM
99
Boothbay Fund Management
New York
$8.29M +$8.06M +105,746 New
AG
100
Advisor Group
Arizona
$8.15M -$67.1K -880 -0.8%

XLI Hedge Fund Activity: Q3 2018 in Review

622 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2018, worth a combined $11.2B — up 1.7% from $11B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of XLI and 68 opened new positions — a net loss of 1 holder — while 227 trimmed existing stakes and 221 added.

The largest buyer was Barclays, adding an estimated $118M. The largest seller was Morgan Stanley, cutting an estimated $249M.

  • 622 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2018, down from 627 in Q2 2018.
  • Funds reported $11.2B of State Street Industrial Select Sector SPDR ETF stock for Q3 2018, up 1.7% quarter-over-quarter.
  • 68 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2018 and 69 closed out, a net change of -1 holder.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2018 was Barclays, an estimated $118M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2018 was Morgan Stanley, an estimated $249M sold.

Based on aggregated 13F filings for Q3 2018.