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State Street Industrial Select Sector SPDR ETF

410 hedge funds and large institutions have $7.23B invested in State Street Industrial Select Sector SPDR ETF in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 140 increasing their positions, 127 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 42

13% more funds holding

Funds holding: 363410 (+47)

10% more funds holding in top 10

Funds holding in top 10: 2932 (+3)

10% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 127

1% less capital invested

Capital invested by funds: $7.32B → $7.23B (-$92.3M)

7.22% less ownership

Funds ownership: 85.03%77.81% (-7.2%)

72% less call options, than puts

Call options by funds: $223M | Put options by funds: $804M

Holders
410
Holders Change
+47
Holders Change %
+12.95%
% of All Funds
10.93%
Holding in Top 10
32
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+10.34%
% of All Funds
0.85%
New
95
Increased
140
Reduced
127
Closed
42
Calls
$223M
Puts
$804M
Net Calls
-$581M
Net Calls Change
-$354M
Name Holding Trade Value Shares
Change
Change in
Stake
CK
151
Carnick & Kubik
Colorado
$1.9M -$1.05M -19,040 -36%
KeyBank National Association
152
KeyBank National Association
Ohio
$1.84M -$55.4K -1,008 -3%
CB
153
Commerce Bank
Missouri
$1.83M +$124K +2,260 +7%
ECM
154
Exchange Capital Management
Michigan
$1.83M +$1.29M +23,466 +265%
MAS
155
Madden Advisory Services
Florida
$1.83M -$23.1K -421 -1%
NB
156
NBT Bank
New York
$1.83M -$32.4K -590 -2%
TTWM
157
TCV Trust & Wealth Management
Virginia
$1.81M -$11.6K -212 -0.7%
IFWM
158
Institute for Wealth Management
Colorado
$1.73M +$364K +6,631 +28%
SWP
159
Stratos Wealth Partners
Ohio
$1.73M +$1.68M +30,500 New
CCM
160
Chilton Capital Management
Texas
$1.71M +$3.52K +64 +0.2%
AIG
161
American International Group
New York
$1.69M +$448K +8,150 +37%
BKBG
162
BHF Kleinwort Benson Group
Belgium
$1.69M +$36.3K +660 +2%
FNBOH
163
First National Bank of Hutchinson
Kansas
$1.68M -$30.6K -556 -2%
MFS
164
MSI Financial Services
Massachusetts
$1.64M -$211K -3,836 -12%
BAC
165
Boys Arnold & Co
North Carolina
$1.63M -$32.4K -590 -2%
Jane Street
166
Jane Street
New York
$1.62M +$1.58M +28,675 New
CHJWM
167
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M +$85.2K +1,550 +6%
VKH
168
Virtu KCG Holdings
New York
$1.59M +$1.17M +21,216 +307%
SSWM
169
Smith Salley Wealth Management
North Carolina
$1.51M -$122K -2,226 -8%
FNT
170
First National Trust
Pennsylvania
$1.51M -$104K -1,887 -7%
Massachusetts Financial Services
171
Massachusetts Financial Services
Massachusetts
$1.51M +$1.46M +26,647 New
HR
172
Howe & Rusling
New York
$1.51M +$19K +346 +1%
Bank of New York Mellon
173
Bank of New York Mellon
New York
$1.47M +$377K +6,867 +36%
CG
174
Colony Group
Massachusetts
$1.46M +$1.18M +21,415 +480%
FSA
175
Financial Sense Advisors
California
$1.46M +$365K +6,645 +35%

XLI Hedge Fund Activity: Q4 2014 in Review

410 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2014, worth a combined $7.23B — down 1.3% from $7.32B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 42 closed out — a net gain of 53 holders — while 140 added to existing stakes and 127 trimmed.

The largest buyer was Churchill Management, adding an estimated $134M. The largest seller was Euclid Advisors, exiting entirely with an estimated $557M sold.

  • 410 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2014, up from 363 in Q3 2014.
  • Funds reported $7.23B of State Street Industrial Select Sector SPDR ETF stock for Q4 2014, down 1.3% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2014 and 42 closed out, a net change of +53 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2014 was Churchill Management, an estimated $134M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2014 was Euclid Advisors, an estimated $557M sold.

Based on aggregated 13F filings for Q4 2014.