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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

1,207 hedge funds and large institutions have $17.4B invested in Industrial Select Sector SPDR Fund in 2024 Q1 according to their latest regulatory filings, with 143 funds opening new positions, 445 increasing their positions, 400 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,207
Holders Change
+26
Holders Change %
+2.2%
% of All Funds
17.5%
Holding in Top 10
53
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+12.77%
% of All Funds
0.77%
New
143
Increased
445
Reduced
400
Closed
102
Calls
$2.79B
Puts
$3.2B
Net Calls
-$408M
Net Calls Change
+$2.27B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.16B
2
Bank of America
Bank of America
North Carolina
$2.28B
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$277M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$828M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
$158M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1B
2
Goldman Sachs
Goldman Sachs
New York
$954M
3
MIH
Meitav Investment House
Israel
$113M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$286M
5
Barclays
Barclays
United Kingdom
$338M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
976
Valicenti Advisory Services
New York
$214K -$558K -4,435 -72%
RFA
977
Register Financial Advisors
Georgia
$213K +$126 +1 +0.1%
APP
978
Avantax Planning Partners
Iowa
$213K -$16.2K -129 -7%
CCM
979
Coldstream Capital Management
Washington
$211K +$211K +1,675 New
BJL
980
Brighton Jones LLC
Washington
$210K +$210K +1,670 New
CA
981
Clearstead Advisors
Ohio
$210K -$16.8K -134 -7%
PAI
982
Pittenger & Anderson Inc
Nebraska
$210K -$36.3K -288 -15%
MFA
983
Mayflower Financial Advisors
Massachusetts
$210K +$210K +1,664 New
CD
984
Chapin Davis
Maryland
$209K -$25.2K -200 -11%
WWM
985
Wagner Wealth Management
South Carolina
$208K +$252 +2 +0.1%
MWM
986
Mattern Wealth Management
Kansas
$208K +$208K +1,650 New
BP
987
Ballentine Partners
Massachusetts
$207K +$207K +1,647 New
PWLP
988
Prio Wealth Limited Partnership
Massachusetts
$207K +$207K +1,645 New
SFG
989
SevenBridge Financial Group
Pennsylvania
$206K +$206K +1,682 New
BBPWM
990
Blue Bell Private Wealth Management
Pennsylvania
$206K -$38.7K -307 -16%
CCM
991
Consolidated Capital Management
California
$203K +$203K +1,615 New
PWP
992
Precedent Wealth Partners
Texas
$203K +$203K +1,612 New
WHCI
993
W.H. Cornerstone Investments
Massachusetts
$203K +$203K +1,613 New
HHGA
994
Halbert Hargrove Global Advisors
California
$202K +$202K +1,604 New
CIA
995
Cladis Investment Advisory
Montana
$202K +$202K +1,600 New
SIC
996
Sigma Investment Counselors
Michigan
$201K -$54.7K -434 -21%
TCWA
997
Turtle Creek Wealth Advisors
Texas
$201K -$35.8K -284 -15%
FTDI
998
First Trust Direct Indexing
Massachusetts
$201K +$201K +1,594 New
Pictet Asset Management
999
Pictet Asset Management
Switzerland
$201K +$201K +1,592 New
NCM
1000
Noesis Capital Mangement
Florida
$200K +$200K +1,589 New
38 39
40
41 42