We are live on ! Find out more
XLI icon

State Street Industrial Select Sector SPDR ETF

750 hedge funds and large institutions have $10.6B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q3 according to their latest regulatory filings, with 124 funds opening new positions, 277 increasing their positions, 217 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 124 | Existing positions closed: 53

36% more call options, than puts

Call options by funds: $917M | Put options by funds: $677M

28% more repeat investments, than reductions

Existing positions increased: 277 | Existing positions reduced: 217

25% more funds holding in top 10

Funds holding in top 10: 2430 (+6)

21% more capital invested

Capital invested by funds: $8.7B → $10.6B (+$1.87B)

9% more funds holding

Funds holding: 690750 (+60)

9.44% less ownership

Funds ownership: 97.29%87.85% (-9.4%)

Holders
750
Holders Change
+60
Holders Change %
+8.7%
% of All Funds
15.13%
Holding in Top 10
30
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+25%
% of All Funds
0.61%
New
124
Increased
277
Reduced
217
Closed
53
Calls
$917M
Puts
$677M
Net Calls
+$240M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
101
Winton Group
United Kingdom
$7.62M +$5.19M +69,441 +235%
NFT
102
Nan Fung Trinity
Hong Kong
$7.56M
AF
103
Alerus Financial
North Dakota
$7.27M +$263K +3,513 +4%
AIM
104
Astor Investment Management
Illinois
$7.25M +$7.04M +94,189 New
FSA
105
Financial Sense Advisors
California
$7.25M +$5.9M +78,926 +519%
Mercer Global Advisors
106
Mercer Global Advisors
Colorado
$7.2M +$7.84M +104,864 New
V
107
Veritable
Delaware
$7.17M -$132K -1,759 -2%
CIAS
108
Capital Investment Advisory Services
North Carolina
$7.17M +$6.69M +89,407 +2,431%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$6.96M +$1.42M +18,923 +26%
Jane Street
110
Jane Street
New York
$6.9M -$4.67M -62,377 -41%
OAM
111
Oppenheimer Asset Management
New York
$6.86M -$345K -4,618 -5%
Bank of Montreal
112
Bank of Montreal
Ontario, Canada
$6.81M +$3.16M +42,228 +93%
HIP
113
Harrell Investment Partners
Texas
$6.79M +$1.96M +26,139 +42%
EC
114
Estate Counselors
Wisconsin
$6.76M +$273K +3,650 +4%
CM
115
Capula Management
Cayman Islands
$6.76M -$8.32M -111,257 -56%
AI
116
Atria Investments
North Carolina
$6.72M +$2.95M +39,471 +83%
FAAS
117
First Allied Advisory Services
California
$6.71M +$5.46M +73,001 +516%
Creative Planning
118
Creative Planning
Kansas
$6.57M +$4.1M +54,757 +179%
HJMC
119
Hellman Jordan Management Company
Massachusetts
$6.35M +$6.17M +82,500 New
PFO
120
Pathstone Family Office
New Jersey
$6.32M -$298K -3,984 -5%
FIB
121
First Interstate Bank
Montana
$5.89M +$13.7K +183 +0.2%
PWMG
122
Prestige Wealth Management Group
New Jersey
$5.82M -$776K -10,372 -12%
BIAS
123
Beacon Investment Advisory Services
New Jersey
$5.56M +$5.4M +72,186 New
AA
124
Advisory Alpha
Michigan
$5.4M +$333K +4,454 +7%
Bank of New York Mellon
125
Bank of New York Mellon
New York
$5.38M +$380K +5,081 +8%

XLI Hedge Fund Activity: Q3 2020 in Review

750 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q3 2020, worth a combined $10.6B — up 21% from $8.7B a quarter earlier.

Buyers outnumbered sellers: 124 funds opened new XLI positions and 53 closed out — a net gain of 71 holders — while 277 added to existing stakes and 217 trimmed.

The largest buyer was Prudential plc, adding an estimated $358M. The largest seller was Bank of America, cutting an estimated $364M.

  • 750 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q3 2020, up from 690 in Q2 2020.
  • Funds reported $10.6B of State Street Industrial Select Sector SPDR ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 124 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q3 2020 and 53 closed out, a net change of +71 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q3 2020 was Prudential plc, an estimated $358M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q3 2020 was Bank of America, an estimated $364M sold.

Based on aggregated 13F filings for Q3 2020.