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State Street Industrial Select Sector SPDR ETF

636 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 265 increasing their positions, 199 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 199

20% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 79

17% more funds holding in top 10

Funds holding in top 10: 4148 (+7)

10% more capital invested

Capital invested by funds: $10B → $11B (+$978M)

8.58% more ownership

Funds ownership: 80.22%88.8% (+8.6%)

1% more funds holding

Funds holding: 627636 (+9)

48% less call options, than puts

Call options by funds: $761M | Put options by funds: $1.45B

Holders
636
Holders Change
+9
Holders Change %
+1.44%
% of All Funds
14.58%
Holding in Top 10
48
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+17.07%
% of All Funds
1.1%
New
95
Increased
265
Reduced
199
Closed
79
Calls
$761M
Puts
$1.45B
Net Calls
-$694M
Net Calls Change
+$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
176
Snowden Capital Advisors
New York
$3.71M +$235K +3,046 +7%
CF
177
Centaurus Financial
California
$3.69M -$442K -5,740 -10%
BAM
178
Bruderman Asset Management
New York
$3.68M +$389K +5,044 +11%
GCA
179
Greenwood Capital Associates
South Carolina
$3.63M +$137K +1,781 +4%
ST
180
Sabal Trust
Florida
$3.54M -$167K -2,166 -4%
WHG
181
Westwood Holdings Group
Texas
$3.52M
FFM
182
Fullerton Fund Management
Singapore
$3.51M +$3.64M +47,242 New
CPA
183
Capital Planning Advisors
California
$3.49M +$151K +1,962 +4%
HPWM
184
Highland Private Wealth Management
Washington
$3.48M +$3.6M +46,774 New
PAG
185
Private Advisory Group
Washington
$3.48M +$3.6M +46,774 New
OC
186
Oppenheimer & Co
New York
$3.47M -$202K -2,617 -5%
MAS
187
Madden Advisory Services
Florida
$3.35M -$8.48K -110 -0.2%
Fidelity International
188
Fidelity International
Bermuda
$3.3M +$214K +2,780 +7%
HSBC Holdings
189
HSBC Holdings
United Kingdom
$3.28M -$16.3M -211,740 -83%
PAMU
190
Pictet Asset Management (UK)
United Kingdom
$3.24M -$1.19M -15,500 -26%
CA
191
Cetera Advisors
Colorado
$3.19M +$202K +2,616 +6%
FAAS
192
First Allied Advisory Services
California
$3.17M +$210K +2,727 +7%
JWBC
193
J.W. Burns & Co
New York
$3.15M +$342K +4,441 +12%
FCI
194
Financial Counselors Inc
Kansas
$3.05M -$34.5K -448 -1%
KC
195
KHP Capital
Oklahoma
$2.97M +$48.2K +625 +2%
Walleye Trading
196
Walleye Trading
New York
$2.93M -$4.38M -56,788 -59%
SPC
197
Sigma Planning Corp
Michigan
$2.9M +$347K +4,506 +13%
CIC
198
Carnegie Investment Counsel
Ohio
$2.9M -$5.32K -69 -0.2%
OLA
199
Oliver Luxxe Assets
New Jersey
$2.9M -$72.1K -936 -2%
WCP
200
Welch Capital Partners
New York
$2.87M +$2.97M +38,593 New

XLI Hedge Fund Activity: Q1 2018 in Review

636 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q1 2018, worth a combined $11B — up 9.7% from $10B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new XLI positions and 79 closed out — a net gain of 16 holders — while 265 added to existing stakes and 199 trimmed.

The largest buyer was Citigroup, adding an estimated $280M. The largest seller was UBS Group, cutting an estimated $206M.

  • 636 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q1 2018, up from 627 in Q4 2017.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q1 2018, up 9.7% quarter-over-quarter.
  • 95 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q1 2018 and 79 closed out, a net change of +16 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q1 2018 was Citigroup, an estimated $280M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q1 2018 was UBS Group, an estimated $206M sold.

Based on aggregated 13F filings for Q1 2018.