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State Street Industrial Select Sector SPDR ETF

627 hedge funds and large institutions have $11B invested in State Street Industrial Select Sector SPDR ETF in 2018 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 220 increasing their positions, 232 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.96% more ownership

Funds ownership: 88.8%91.76% (+3%)

0% less capital invested

Capital invested by funds: $11B → $11B (-$44.9M)

5% less repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 232

7% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 72

1% less funds holding

Funds holding: 636627 (-9)

40% less funds holding in top 10

Funds holding in top 10: 4829 (-19)

62% less call options, than puts

Call options by funds: $753M | Put options by funds: $1.99B

Holders
627
Holders Change
-9
Holders Change %
-1.42%
% of All Funds
14.35%
Holding in Top 10
29
Holding in Top 10 Change
-19
Holding in Top 10 Change %
-39.58%
% of All Funds
0.66%
New
67
Increased
220
Reduced
232
Closed
72
Calls
$753M
Puts
$1.99B
Net Calls
-$1.24B
Net Calls Change
-$545M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
176
Oppenheimer & Co
New York
$3.03M -$325K -4,389 -9%
Susquehanna International Group
177
Susquehanna International Group
Pennsylvania
$2.98M +$1.52M +20,550 +98%
FCI
178
Financial Counselors Inc
Kansas
$2.92M -$20.6K -278 -0.7%
OLA
179
Oliver Luxxe Assets
New Jersey
$2.9M
CA
180
Cetera Advisors
Colorado
$2.87M -$218K -2,944 -7%
GIA
181
Granite Investment Advisors
New Hampshire
$2.84M +$605K +8,164 +26%
AWM
182
AE Wealth Management
Kansas
$2.83M +$1.3M +17,470 +79%
WCP
183
Welch Capital Partners
New York
$2.76M
KF
184
Krilogy Financial
Missouri
$2.71M +$217K +2,932 +8%
CPA
185
Capital Planning Advisors
California
$2.63M -$759K -10,232 -22%
SS
186
Simplicity Solutions
Minnesota
$2.6M +$1.27M +17,192 +90%
SJIM
187
St. Johns Investment Management
Florida
$2.51M +$698K +9,415 +37%
SCA
188
Stillwater Capital Advisors
Pennsylvania
$2.49M +$104K +1,404 +4%
Baird Financial Group
189
Baird Financial Group
Wisconsin
$2.48M -$15.3M -205,815 -86%
IFWM
190
Institute for Wealth Management
Colorado
$2.48M +$15.8K +213 +0.6%
TFA
191
Transamerica Financial Advisors
Florida
$2.48M -$261K -3,516 -9%
Creative Planning
192
Creative Planning
Kansas
$2.46M +$287K +3,865 +13%
CAN
193
Cetera Advisor Networks
California
$2.46M -$180K -2,431 -7%
SFP
194
Shepherd Financial Partners
Massachusetts
$2.45M +$320K +4,318 +14%
SPC
195
Sigma Planning Corp
Michigan
$2.44M -$372K -5,013 -13%
SCA
196
Snowden Capital Advisors
New York
$2.39M -$1.22M -16,512 -33%
FNT
197
First National Trust
Pennsylvania
$2.36M +$161K +2,177 +7%
ET
198
Equitable Trust
Tennessee
$2.33M +$2.41M +32,560 New
Fifth Third Bancorp
199
Fifth Third Bancorp
Ohio
$2.31M -$82.3K -1,110 -3%
TAM
200
Tocqueville Asset Management
New York
$2.3M

XLI Hedge Fund Activity: Q2 2018 in Review

627 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street Industrial Select Sector SPDR ETF (XLI) for Q2 2018, worth a combined $11B — down 0.41% from $11B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of XLI and 67 opened new positions — a net loss of 5 holders — while 232 trimmed existing stakes and 220 added.

The largest buyer was Bank of America, adding an estimated $344M. The largest seller was Citigroup, cutting an estimated $218M.

  • 627 institutional investors held State Street Industrial Select Sector SPDR ETF (XLI) as of Q2 2018, down from 636 in Q1 2018.
  • Funds reported $11B of State Street Industrial Select Sector SPDR ETF stock for Q2 2018, down 0.41% quarter-over-quarter.
  • 67 funds opened new State Street Industrial Select Sector SPDR ETF positions in Q2 2018 and 72 closed out, a net change of -5 holders.
  • The largest State Street Industrial Select Sector SPDR ETF buyer in Q2 2018 was Bank of America, an estimated $344M added.
  • The largest State Street Industrial Select Sector SPDR ETF seller in Q2 2018 was Citigroup, an estimated $218M sold.

Based on aggregated 13F filings for Q2 2018.