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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
QA
101
Quantitative Advantage
Minnesota
$7.77M -$2.89M -39,691 -28%
TI
102
TTP Investments
California
$7.68M +$7.38M +101,474 New
RWP
103
RWA Wealth Partners
Massachusetts
$7.63M -$4.76M -65,395 -39%
UCFA
104
United Capital Financial Advisors
Texas
$7.45M +$768K +10,560 +12%
MML Investors Services
105
MML Investors Services
Massachusetts
$7.41M +$204K +2,807 +3%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$7.09M +$332K +4,569 +5%
AF
107
Alerus Financial
North Dakota
$6.92M +$6.65M +91,430 New
WFWM
108
Wechter Feldman Wealth Management
New Jersey
$6.82M +$11.1K +152 +0.2%
Renaissance Technologies
109
Renaissance Technologies
New York
$6.79M -$4.42M -60,800 -40%
William Blair & Company
110
William Blair & Company
Illinois
$6.69M +$325K +4,464 +5%
P
111
PhaseCapital
New York
$6.69M +$2.97M +40,847 +86%
CC
112
Callan Capital
California
$6.33M -$230K -3,159 -4%
ACPU
113
Arrowgrass Capital Partners (US)
Delaware
$6.33M -$3.54M -48,617 -37%
LPC
114
Loeb Partners Corp
New York
$6.2M +$4.64M +63,750 +351%
Sumitomo Mitsui Trust Group
115
Sumitomo Mitsui Trust Group
Japan
$6.05M
MBTD
116
Mechanics Bank - Trust Department
California
$5.98M +$24.7K +340 +0.4%
CIBC World Market
117
CIBC World Market
Ontario, Canada
$5.71M -$1.73M -23,823 -24%
CA
118
Cumberland Advisors
Florida
$5.67M +$290K +3,990 +6%
MSWM
119
Mader & Shannon Wealth Management
Missouri
$5.67M +$5.45M +74,936 New
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$5.64M +$1.16M +15,958 +27%
CRC
121
Curi RMB Capital
Illinois
$5.58M +$1.13M +15,500 +27%
HCM
122
HMS Capital Management
Tennessee
$5.57M +$582K +7,998 +12%
MC
123
Martin & Co
Tennessee
$5.52M +$62.9K +865 +1%
ACS
124
Archford Capital Strategies
Illinois
$5.39M -$407K -5,600 -7%
HCMNY
125
Howard Capital Management (New York)
New York
$5.34M +$23.1K +317 +0.5%

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.