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State Street Industrial Select Sector SPDR ETF

663 hedge funds and large institutions have $8.44B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 185 increasing their positions, 257 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 87

7% more funds holding

Funds holding: 622663 (+41)

2.65% more ownership

Funds ownership: 85.72%88.37% (+2.6%)

5% less call options, than puts

Call options by funds: $735M | Put options by funds: $773M

24% less capital invested

Capital invested by funds: $11.2B → $8.44B (-$2.73B)

28% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 257

37% less funds holding in top 10

Funds holding in top 10: 3019 (-11)

Holders
663
Holders Change
+41
Holders Change %
+6.59%
% of All Funds
14.77%
Holding in Top 10
19
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-36.67%
% of All Funds
0.42%
New
136
Increased
185
Reduced
257
Closed
87
Calls
$735M
Puts
$773M
Net Calls
-$38.8M
Net Calls Change
-$2.21M
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
126
Quattro Financial Advisors
Texas
$4.25M -$131K -1,845 -3%
PP
127
Paloma Partners
Connecticut
$4.2M +$3.07M +43,283 +197%
BNP Paribas Financial Markets
128
BNP Paribas Financial Markets
France
$4.19M -$84M -1,185,631 -95%
SFSG
129
Stearns Financial Services Group
North Carolina
$4.17M +$255K +3,598 +6%
AssetMark Inc
130
AssetMark Inc
California
$4.16M -$10.2M -143,398 -69%
KPW
131
Kore Private Wealth
New York
$3.96M +$4.36M +61,459 New
GLA
132
Great Lakes Advisors
Illinois
$3.93M +$92.7K +1,308 +2%
Point72 Asset Management
133
Point72 Asset Management
Connecticut
$3.93M +$780K +11,000 +22%
PP
134
Prudential plc
United Kingdom
$3.9M
BWM
135
Biltmore Wealth Management
Arizona
$3.89M +$43.8K +618 +1%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$3.83M -$906K -12,781 -18%
BCM
137
BlueCrest Capital Management
Jersey
$3.78M +$2.43M +34,266 +140%
WIC
138
Water Island Capital
New York
$3.77M +$3.05M +43,093 +278%
GFPC
139
Global Financial Private Capital
Florida
$3.75M -$7.62M -107,459 -65%
PWAP
140
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$3.71M -$50.7K -716 -1%
VWM
141
Venturi Wealth Management
Texas
$3.69M -$1.62M -22,857 -28%
BRCM
142
Bright Rock Capital Management
Massachusetts
$3.67M
WT
143
Whittier Trust
California
$3.66M +$3.37M +47,523 +508%
NAM
144
NTV Asset Management
West Virginia
$3.61M -$163K -2,300 -4%
CWM
145
CMH Wealth Management
New Hampshire
$3.56M -$741K -10,455 -16%
MM
146
Main Management
California
$3.3M
GPC
147
Glacier Peak Capital
Washington
$3.22M +$3.54M +50,000 New
CA
148
Cetera Advisors
Colorado
$3.21M +$328K +4,626 +10%
SWP
149
Stratos Wealth Partners
Ohio
$3.19M -$326K -4,596 -8%
HIIFS
150
Harel Insurance Investments & Financial Services
Israel
$3.17M -$29.6K -418 -0.8%

XLI Hedge Fund Activity: Q4 2018 in Review

663 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2018, worth a combined $8.44B — down 24% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new XLI positions and 87 closed out — a net gain of 49 holders — while 185 added to existing stakes and 257 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $141M. The largest seller was Barclays, cutting an estimated $338M.

  • 663 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2018, up from 622 in Q3 2018.
  • Funds reported $8.44B of State Street Industrial Select Sector SPDR ETF stock for Q4 2018, down 24% quarter-over-quarter.
  • 136 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2018 and 87 closed out, a net change of +49 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2018 was Morgan Stanley, an estimated $141M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2018 was Barclays, an estimated $338M sold.

Based on aggregated 13F filings for Q4 2018.