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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $10B invested in State Street Industrial Select Sector SPDR ETF in 2017 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 227 increasing their positions, 183 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 52

24% more repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 183

14% more capital invested

Capital invested by funds: $8.82B → $10B (+$1.23B)

12% more funds holding

Funds holding: 560627 (+67)

11% more funds holding in top 10

Funds holding in top 10: 3741 (+4)

2.84% less ownership

Funds ownership: 83.07%80.22% (-2.8%)

56% less call options, than puts

Call options by funds: $545M | Put options by funds: $1.25B

Holders
627
Holders Change
+67
Holders Change %
+11.96%
% of All Funds
14.22%
Holding in Top 10
41
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+10.81%
% of All Funds
0.93%
New
126
Increased
227
Reduced
183
Closed
52
Calls
$545M
Puts
$1.25B
Net Calls
-$700M
Net Calls Change
-$185M
Name Holding Trade Value Shares
Change
Change in
Stake
CF
151
Centaurus Financial
California
$4.2M +$4.03M +55,445 New
SFSG
152
Stearns Financial Services Group
North Carolina
$4.18M +$52.7K +724 +1%
TW
153
Transform Wealth
Colorado
$4.17M +$145K +1,992 +4%
FF
154
Friedenthal Financial
New Jersey
$4.17M -$273K -3,748 -6%
EC
155
Estate Counselors
Wisconsin
$4.12M -$5.78M -79,500 -59%
Rafferty Asset Management
156
Rafferty Asset Management
New York
$4.07M +$1.7M +23,306 +76%
NAM
157
NTV Asset Management
West Virginia
$3.99M
TF
158
TIAA FSB
Florida
$3.91M +$508K +6,980 +16%
WIC
159
Water Island Capital
New York
$3.91M +$3.76M +51,625 New
MM
160
Main Management
California
$3.88M
BB
161
Busey Bank
Illinois
$3.88M +$3.73M +51,214 New
IA
162
IFP Advisors
Florida
$3.85M -$270K -3,714 -7%
GC
163
Grace Capital
Massachusetts
$3.85M +$209K +2,870 +6%
ST
164
Sabal Trust
Florida
$3.77M -$109K -1,503 -3%
OC
165
Oppenheimer & Co
New York
$3.74M +$86.7K +1,191 +2%
OAM
166
Oppenheimer Asset Management
New York
$3.68M
JIP
167
Jaffetilchin Investment Partners
Florida
$3.67M -$1.91M -26,260 -35%
JG
168
Jefferies Group
New York
$3.63M -$2.15M -29,599 -38%
Macquarie Group
169
Macquarie Group
Australia
$3.62M +$2.91M +39,938 +507%
WHG
170
Westwood Holdings Group
Texas
$3.58M -$11.3K -155 -0.3%
GCA
171
Greenwood Capital Associates
South Carolina
$3.56M -$528K -7,251 -13%
SCA
172
Snowden Capital Advisors
New York
$3.54M +$228K +3,127 +7%
SCCM
173
Schafer Cullen Capital Management
New York
$3.5M +$2.97M +40,827 +760%
MAS
174
Madden Advisory Services
Florida
$3.42M
CPA
175
Capital Planning Advisors
California
$3.41M +$458K +6,288 +16%

XLI Hedge Fund Activity: Q4 2017 in Review

627 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q4 2017, worth a combined $10B — up 14% from $8.82B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new XLI positions and 52 closed out — a net gain of 74 holders — while 227 added to existing stakes and 183 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $359M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), cutting an estimated $234M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q4 2017, up from 560 in Q3 2017.
  • Funds reported $10B of State Street Industrial Select Sector SPDR ETF stock for Q4 2017, up 14% quarter-over-quarter.
  • 126 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q4 2017 and 52 closed out, a net change of +74 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q4 2017 was Goldman Sachs, an estimated $359M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q4 2017 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $234M sold.

Based on aggregated 13F filings for Q4 2017.