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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
MM
126
Main Management
California
$3.52M
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$3.4M -$773K -11,912 -19%
ASN
128
Advisory Services Network
Georgia
$3.4M -$562K -8,667 -15%
TW
129
Transform Wealth
Colorado
$3.34M -$1.7M -26,287 -35%
MPM
130
Meritage Portfolio Management
Kansas
$3.31M +$3.13M +48,233 New
SCA
131
Stillwater Capital Advisors
Pennsylvania
$3.31M +$219K +3,374 +8%
AI
132
Atria Investments
North Carolina
$3.29M +$212K +3,276 +7%
RSWM
133
Robertson Stephens Wealth Management
California
$3.25M -$556K -8,571 -15%
SG
134
Swarthmore Group
Pennsylvania
$3.18M +$2.51M +38,700 +506%
Fidelity International
135
Fidelity International
Bermuda
$3.14M -$203K -3,127 -6%
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$3.11M
WA
137
WBH Advisory
Maryland
$3.1M -$1.51M -23,307 -34%
5L
138
55I LLC
Massachusetts
$3.04M +$1.73M +26,603 +150%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$3.04M -$10.2M -157,350 -78%
TF
140
Trek Financial
Arizona
$2.88M +$95.7K +1,476 +4%
IC
141
InterOcean Capital
Illinois
$2.8M -$962K -14,828 -27%
PA
142
Pinnacle Associates
New York
$2.8M -$379K -5,837 -13%
FCI
143
Financial Counselors Inc
Kansas
$2.78M -$98.6K -1,521 -4%
MA
144
Mutual Advisors
Nebraska
$2.77M +$2.21M +34,076 +549%
SIGI
145
Susquehanna International Group (Ireland)
Ireland
$2.75M +$2.24M +34,468 +624%
NAM
146
NTV Asset Management
West Virginia
$2.69M -$643K -9,918 -20%
GIA
147
Granite Investment Advisors
New Hampshire
$2.68M -$270K -4,160 -10%
GAB
148
German American Bancorp
Indiana
$2.68M +$2.53M +39,031 New
KF
149
Krilogy Financial
Missouri
$2.68M -$59K -910 -2%
Citadel Advisors
150
Citadel Advisors
Florida
$2.66M -$28.9M -445,276 -92%

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.