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Industrial Select Sector SPDR Fund
XLI

Overview Fund Activity

1,181 hedge funds and large institutions have $15.6B invested in Industrial Select Sector SPDR Fund in 2023 Q4 according to their latest regulatory filings, with 194 funds opening new positions, 395 increasing their positions, 404 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,181
Holders Change
+101
Holders Change %
+9.35%
% of All Funds
17.31%
Holding in Top 10
47
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.44%
% of All Funds
0.69%
New
194
Increased
395
Reduced
404
Closed
77
Calls
$2.55B
Puts
$5.23B
Net Calls
-$2.68B
Net Calls Change
-$1.14B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$716M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$331M
3
UBS Group
UBS Group
Switzerland
+$142M
4
MIH
Meitav Investment House
Israel
+$91.7M
5
CIBC World Market
CIBC World Market
Ontario, Canada
+$53.2M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$367M
2
Goldman Sachs
Goldman Sachs
New York
-$298M
3
QFA
Quattro Financial Advisors
Texas
-$160M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
-$152M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$130M
Name Holding Trade Value Shares
Change 		Shares
Change %
Optiver Holding
1226
Optiver Holding
Netherlands
– -$299K -2,946 Closed
LCWP
1227
Legacy Capital Wealth Partners
Arkansas
– -$281K -2,773 Closed
PWM
1228
Peterson Wealth Management
Nevada
– -$270K -2,663 Closed
PFGIA
1229
Patriot Financial Group Insurance Agency
Massachusetts
– -$261K -2,572 Closed
PFA
1230
Peak Financial Advisors
Colorado
– -$253K -2,495 Closed
BMCM
1231
Burns Matteson Capital Management
New York
– -$237K -2,334 Closed
ZIM
1232
Zacks Investment Management
Illinois
– -$228K -2,249 Closed
WAOTB
1233
Wealth Advisors of Tampa Bay
Florida
– -$209K -2,060 Closed
FLPIM
1234
F.L. Putnam Investment Management
Massachusetts
– -$206K -2,031 Closed
SAM
1235
Secure Asset Management
Michigan
– -$202K -1,988 Closed
OCM
1236
One Capital Management
California
– -$201K -1,986 Closed
KI
1237
Kapitalo Investimentos
Brazil
– -$183K -1,810 Closed
HL
1238
HeadInvest LLC
Maine
– -$172K -1,717 Closed
APCM
1239
Alaska Permanent Capital Management
Alaska
– -$122K -1,207 Closed
MAWA
1240
Moss Adams Wealth Advisors
Washington
– -$103K -1,020 Closed
TCOV
1241
Trust Company of Vermont
Vermont
– -$101K -1,000 Closed
WWP
1242
WR Wealth Planners
Missouri
– -$93.5K -922 Closed
IUHSA
1243
Itau Unibanco Holding S.A.
Brazil
– -$92.7K -914 Closed
RCG
1244
Rock Creek Group
District of Columbia
– -$68.3K -674 Closed
SOS
1245
Silver Oak Securities
Tennessee
– -$46.7K -461 Closed
NIC
1246
Northwest Investment Counselors
Oregon
– -$26.8K -264 Closed
BCM
1247
BluePath Capital Management
Georgia
– -$24.4K -241 Closed
Toronto Dominion Bank
1248
Toronto Dominion Bank
Ontario, Canada
– -$22.6K -223 Closed
CMANY
1249
Capital Management Associates (New York)
New York
– -$22K -215 Closed
CCM
1250
CAAS Capital Management
New York
– -$17.7K -175 Closed
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