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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
FIB
126
First Interstate Bank
Montana
$5.88M +$6.09M +79,014 +54,492%
HCM
127
HMS Capital Management
Tennessee
$5.84M +$385K +5,002 +7%
AIM
128
Assured Investment Management
New York
$5.83M +$6.05M +78,506 New
CC
129
Callan Capital
California
$5.83M -$398K -5,160 -6%
MBTD
130
Mechanics Bank - Trust Department
California
$5.74M -$135K -1,752 -2%
Rafferty Asset Management
131
Rafferty Asset Management
New York
$5.52M +$1.58M +20,487 +38%
HCMNY
132
Howard Capital Management (New York)
New York
$5.49M +$261K +3,381 +5%
BTS
133
BB&T Securities
Virginia
$5.49M +$3.09M +40,156 +119%
ACS
134
Archford Capital Strategies
Illinois
$5.42M +$22.3K +289 +0.4%
WA
135
WBH Advisory
Maryland
$5.28M +$169K +2,196 +3%
KFA
136
Kays Financial Advisory
Georgia
$5.18M +$249K +3,232 +5%
WAS
137
Winch Advisory Services
Wisconsin
$5.18M +$200K +2,592 +4%
CA
138
Cumberland Advisors
Florida
$5.11M -$478K -6,200 -8%
BS
139
Banco Santander
Spain
$5.1M +$3.96M +51,425 +299%
CIBC World Market
140
CIBC World Market
Ontario, Canada
$5.06M -$568K -7,369 -10%
NR
141
Newfound Research
Massachusetts
$5.04M +$2.73M +35,491 +110%
HFS
142
HL Financial Services
Kentucky
$5.03M +$519K +6,732 +11%
Bank of New York Mellon
143
Bank of New York Mellon
New York
$4.94M +$563K +7,303 +12%
TEE
144
Tibra Equities Europe
United Kingdom
$4.94M +$5.12M +66,466 New
Manulife (Manufacturers Life Insurance)
145
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.87M +$352K +4,562 +7%
RT
146
Rockland Trust
Massachusetts
$4.78M +$575K +7,459 +13%
UAS
147
United Asset Strategies
New York
$4.76M -$7.54M -97,823 -60%
EC
148
Estate Counselors
Wisconsin
$4.72M +$701K +9,100 +17%
VWM
149
Venturi Wealth Management
Texas
$4.71M +$3.05M +39,633 +167%
CRC
150
Curi RMB Capital
Illinois
$4.67M -$842K -10,927 -15%

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.