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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
GCA
151
Greenwood Capital Associates
South Carolina
$3.16M -$1.66M -23,415 -32%
GIA
152
Granite Investment Advisors
New Hampshire
$3.06M +$472K +6,656 +16%
WHG
153
Westwood Holdings Group
Texas
$3.05M
PPA
154
Parametric Portfolio Associates
Washington
$3.05M -$1.12M -15,849 -25%
JWBC
155
J.W. Burns & Co
New York
$3M -$190K -2,680 -5%
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$2.96M +$506K +7,145 +18%
CPA
157
Capital Planning Advisors
California
$2.93M -$314K -4,436 -9%
CIC
158
Carnegie Investment Counsel
Ohio
$2.88M -$1.3M -18,373 -29%
Fidelity International
159
Fidelity International
Bermuda
$2.83M +$164K +2,320 +6%
ACS
160
Archford Capital Strategies
Illinois
$2.8M -$727K -10,261 -19%
MAS
161
Madden Advisory Services
Florida
$2.78M
SPIA
162
Steward Partners Investment Advisory
New York
$2.75M +$1.06M +15,001 +54%
ASN
163
Advisory Services Network
Georgia
$2.69M +$843K +11,899 +40%
Squarepoint
164
Squarepoint
New York
$2.69M -$17.7M -249,100 -86%
DAS
165
Dynamic Advisor Solutions
Arizona
$2.66M +$679K +9,587 +34%
SCA
166
Stillwater Capital Advisors
Pennsylvania
$2.62M +$76.3K +1,077 +3%
1CP
167
1607 Capital Partners
Virginia
$2.61M +$142K +2,000 +5%
FCI
168
Financial Counselors Inc
Kansas
$2.58M -$198K -2,791 -7%
DCC
169
Dow Chemical Company
Michigan
$2.48M -$4.43M -62,513 -62%
OLA
170
Oliver Luxxe Assets
New Jersey
$2.4M +$48.9K +690 +2%
KF
171
Krilogy Financial
Missouri
$2.31M +$104K +1,473 +4%
AIC
172
Ameritas Investment Company
Nebraska
$2.28M +$2.5M +35,338 New
CAN
173
Cetera Advisor Networks
California
$2.21M -$15K -212 -0.6%
FFM
174
Fullerton Fund Management
Singapore
$2.2M -$3.15M -44,412 -57%
SGCA
175
Steel Grove Capital Advisors
Tennessee
$2.19M +$2.4M +33,918 New

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.