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State Street Industrial Select Sector SPDR ETF

896 hedge funds and large institutions have $13B invested in State Street Industrial Select Sector SPDR ETF in 2020 Q4 according to their latest regulatory filings, with 216 funds opening new positions, 345 increasing their positions, 216 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 216 | Existing positions closed: 56

63% more funds holding in top 10

Funds holding in top 10: 3049 (+19)

60% more repeat investments, than reductions

Existing positions increased: 345 | Existing positions reduced: 216

23% more capital invested

Capital invested by funds: $10.6B → $13B (+$2.44B)

19% more funds holding

Funds holding: 750896 (+146)

7.47% less ownership

Funds ownership: 87.85%80.38% (-7.5%)

38% less call options, than puts

Call options by funds: $550M | Put options by funds: $885M

Holders
896
Holders Change
+146
Holders Change %
+19.47%
% of All Funds
15.86%
Holding in Top 10
49
Holding in Top 10 Change
+19
Holding in Top 10 Change %
+63.33%
% of All Funds
0.87%
New
216
Increased
345
Reduced
216
Closed
56
Calls
$550M
Puts
$885M
Net Calls
-$336M
Net Calls Change
-$576M
Name Holding Trade Value Shares
Change
Change in
Stake
BUB
126
BBVA USA Bancshares
Texas
$8.65M +$6.43M +76,297 +357%
CS
127
Credit Suisse
Switzerland
$8.62M +$3.56M +42,231 +77%
BFA
128
Beaumont Financial Advisors
Massachusetts
$8.59M -$1.47M -17,493 -15%
CI
129
CX Institutional
Indiana
$8.07M -$1.26M -14,994 -14%
PWMG
130
Prestige Wealth Management Group
New Jersey
$8.03M +$1.28M +15,144 +20%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$8.01M +$169K +2,003 +2%
FSA
132
Financial Sense Advisors
California
$8M -$323K -3,838 -4%
SPC
133
Sigma Planning Corp
Michigan
$7.95M +$2.56M +30,330 +51%
HIM
134
Hanlon Investment Management
New Jersey
$7.94M -$1.51M -17,910 -17%
Creative Planning
135
Creative Planning
Kansas
$7.67M +$109K +1,298 +2%
OAM
136
Oppenheimer Asset Management
New York
$7.64M -$237K -2,809 -3%
HIP
137
Harrell Investment Partners
Texas
$7.62M -$183K -2,177 -2%
V
138
Veritable
Delaware
$7.51M -$699K -8,300 -9%
EC
139
Estate Counselors
Wisconsin
$7.51M -$260K -3,080 -4%
QIM
140
Quest Investment Management
Oregon
$7.35M +$6M +71,153 +602%
WMSA
141
Weiss Multi-Strategy Advisers
New York
$7.28M +$6.92M +82,165 New
PFO
142
Pathstone Family Office
New Jersey
$7.21M -$60.2K -715 -0.9%
BIAS
143
Beacon Investment Advisory Services
New Jersey
$7.13M +$705K +8,365 +12%
GM
144
GeoWealth Management
Illinois
$7.12M +$2.89M +34,257 +75%
GAB
145
German American Bancorp
Indiana
$7.09M +$1.03M +12,271 +18%
WC
146
Wexford Capital
Florida
$7.07M +$6.65M +78,887 +7,889%
PCH
147
PGIM Custom Harvest
New Jersey
$7.03M +$6.67M +79,175 New
PM
148
Parametrica Management
Hong Kong
$6.65M +$6.32M +75,000 New
TF
149
Trek Financial
Arizona
$6.61M +$1.08M +12,852 +21%
AF
150
Alerus Financial
North Dakota
$6.34M -$1.92M -22,842 -24%

XLI Hedge Fund Activity: Q4 2020 in Review

896 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2020, worth a combined $13B — up 23% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 216 funds opened new XLI positions and 56 closed out — a net gain of 160 holders — while 345 added to existing stakes and 216 trimmed.

The largest buyer was Prudential plc, adding an estimated $378M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $555M.

  • 896 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2020, up from 750 in Q3 2020.
  • Funds reported $13B of State Street Industrial Select Sector SPDR ETF stock for Q4 2020, up 23% quarter-over-quarter.
  • 216 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2020 and 56 closed out, a net change of +160 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2020 was Prudential plc, an estimated $378M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $555M sold.

Based on aggregated 13F filings for Q4 2020.