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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
NSLI
101
Nan Shan Life Insurance
Taiwan
$8.51M +$8.83M +114,600 New
UCFA
102
United Capital Financial Advisors
Texas
$8.41M +$1.15M +14,956 +15%
VDFA
103
Vickerman & Driscoll Financial Advisors
Washington
$8.39M -$428K -5,549 -5%
Squarepoint
104
Squarepoint
New York
$8.35M +$5.8M +75,247 +202%
Renaissance Technologies
105
Renaissance Technologies
New York
$8.28M +$1.68M +21,800 +24%
MML Investors Services
106
MML Investors Services
Massachusetts
$8.16M +$910K +11,810 +12%
LFAS
107
Level Four Advisory Services
Texas
$8.07M +$221K +2,872 +3%
KSA
108
Ken Stern & Associates
California
$8.04M -$111K -1,443 -1%
MC
109
Martin & Co
Tennessee
$8.02M +$2.7M +35,067 +48%
BFA
110
Beaumont Financial Advisors
Massachusetts
$7.72M +$3.64M +47,235 +83%
QA
111
Quantitative Advantage
Minnesota
$7.69M +$67.2K +872 +0.8%
TI
112
TTP Investments
California
$7.54M +$3.85K +50 +0%
Citadel Advisors
113
Citadel Advisors
Florida
$7.4M +$2.9M +37,641 +61%
William Blair & Company
114
William Blair & Company
Illinois
$7.07M +$512K +6,642 +8%
Capital Fund Management (CFM)
115
Capital Fund Management (CFM)
France
$6.81M +$7.07M +91,706 New
Janney Montgomery Scott
116
Janney Montgomery Scott
Pennsylvania
$6.76M +$1.27M +16,450 +22%
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$6.44M +$2.35M +30,482 +54%
FCFS
118
First Command Financial Services
Texas
$6.41M +$6.04M +78,374 +2,067%
FCAS
119
First Command Advisory Services
Texas
$6.23M +$6.14M +79,698 +66,973%
OAM
120
Oppenheimer Asset Management
New York
$6.18M +$2.42M +31,382 +61%
BWM
121
Biltmore Wealth Management
Arizona
$6.13M -$1.88M -24,415 -23%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$6.07M -$929K -12,062 -13%
SWP
123
Stratos Wealth Partners
Ohio
$6M -$2.17M -28,144 -26%
Lazard Asset Management
124
Lazard Asset Management
New York
$5.97M +$5.15M +66,805 +495%
Sumitomo Mitsui Trust Group
125
Sumitomo Mitsui Trust Group
Japan
$5.94M

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.