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State Street Industrial Select Sector SPDR ETF

690 hedge funds and large institutions have $8.7B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q2 according to their latest regulatory filings, with 110 funds opening new positions, 226 increasing their positions, 250 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1224 (+12)

45% more call options, than puts

Call options by funds: $1.13B | Put options by funds: $778M

40% more capital invested

Capital invested by funds: $6.21B → $8.7B (+$2.49B)

22% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 90

10.04% more ownership

Funds ownership: 87.26%97.29% (+10%)

2% more funds holding

Funds holding: 676690 (+14)

10% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 250

Holders
690
Holders Change
+14
Holders Change %
+2.07%
% of All Funds
14.15%
Holding in Top 10
24
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+100%
% of All Funds
0.49%
New
110
Increased
226
Reduced
250
Closed
90
Calls
$1.13B
Puts
$778M
Net Calls
+$352M
Net Calls Change
+$671M
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$4.92M +$1.06M +16,358 +30%
VAS
102
Vestmark Advisory Solutions
Massachusetts
$4.75M +$1.76M +27,177 +65%
CFGS
103
Concourse Financial Group Securities
Alabama
$4.66M -$328K -5,054 -7%
BB
104
Busey Bank
Illinois
$4.57M -$37.8K -583 -0.9%
SL
105
Salomon & Ludwin
Virginia
$4.49M -$137K -2,117 -3%
KHLMTHM
106
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.47M +$4.22M +65,004 New
SC
107
Sepio Capital
Utah
$4.46M -$238K -3,663 -5%
Bank of New York Mellon
108
Bank of New York Mellon
New York
$4.45M +$2.09M +32,170 +99%
HIP
109
Harrell Investment Partners
Texas
$4.26M +$2.04M +31,421 +103%
CWM
110
CMH Wealth Management
New Hampshire
$4.23M -$14.6K -225 -0.4%
KWM
111
Keebeck Wealth Management
Illinois
$4.22M -$56.8K -876 -1%
MBTD
112
Mechanics Bank - Trust Department
California
$4.19M -$177K -2,724 -4%
CC
113
Callan Capital
California
$4.19M +$195K +3,013 +5%
UAS
114
United Asset Strategies
New York
$4.02M -$408K -6,292 -10%
LFPWM
115
Leicht Financial Planning & Wealth Management
New Jersey
$4M +$3.79M +58,371 New
AAM
116
Ameraudi Asset Management
New York
$3.89M +$3.68M +56,670 New
RA
117
RFG Advisory
Alabama
$3.89M +$3.67M +56,573 New
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$3.75M -$196K -3,021 -5%
PP
119
Prudential plc
United Kingdom
$3.71M -$91.1M -1,404,643 -96%
ST
120
Sabal Trust
Florida
$3.7M +$248K +3,831 +8%
CIC
121
Carnegie Investment Counsel
Ohio
$3.67M -$27K -416 -0.8%
SRC
122
Sage Rhino Capital
California
$3.66M +$428K +6,598 +14%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$3.63M -$26.1M -401,900 -88%
GLA
124
Great Lakes Advisors
Illinois
$3.55M -$22.9K -353 -0.7%
JWBC
125
J.W. Burns & Co
New York
$3.52M +$110K +1,690 +3%

XLI Hedge Fund Activity: Q2 2020 in Review

690 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2020, worth a combined $8.7B — up 40% from $6.21B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new XLI positions and 90 closed out — a net gain of 20 holders — while 226 added to existing stakes and 250 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $371M. The largest seller was Morgan Stanley, cutting an estimated $174M.

  • 690 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2020, up from 676 in Q1 2020.
  • Funds reported $8.7B of State Street Industrial Select Sector SPDR ETF stock for Q2 2020, up 40% quarter-over-quarter.
  • 110 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2020 and 90 closed out, a net change of +20 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2020 was BNP Paribas Financial Markets, an estimated $371M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2020 was Morgan Stanley, an estimated $174M sold.

Based on aggregated 13F filings for Q2 2020.