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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
Fidelity Investments
176
Fidelity Investments
Massachusetts
$2.17M -$1.76M -24,776 -42%
ET
177
Equitable Trust
Tennessee
$2.15M +$31K +437 +1%
LJAC
178
L.J. Altfest & Co
New York
$2.13M +$1.83M +25,792 +353%
Cerity Partners
179
Cerity Partners
New York
$2.08M +$2.29M +32,370 New
SCA
180
Snowden Capital Advisors
New York
$2.05M -$18.5K -261 -0.8%
BCM
181
Boltwood Capital Management
California
$2.02M +$547K +7,721 +33%
AIP
182
ARS Investment Partners
New York
$2.02M +$141K +1,985 +7%
VFA
183
Voya Financial Advisors
Connecticut
$1.99M +$569K +8,026 +35%
IFWM
184
Institute for Wealth Management
Colorado
$1.98M -$137K -1,932 -6%
SPC
185
Sigma Planning Corp
Michigan
$1.96M -$258K -3,644 -11%
CHJWM
186
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.95M -$35.4K -499 -2%
MTB
187
Mizuho Trust & Banking
Japan
$1.93M -$2.83M -40,000 -57%
Baird Financial Group
188
Baird Financial Group
Wisconsin
$1.92M -$21.6M -305,148 -91%
BAC
189
Boys Arnold & Co
North Carolina
$1.9M +$5.32K +75 +0.3%
Rafferty Asset Management
190
Rafferty Asset Management
New York
$1.85M -$1.81M -25,500 -47%
SJIM
191
St. Johns Investment Management
Florida
$1.84M -$348K -4,912 -15%
SIMM
192
Stillwater Investment Management (Minnesota)
Minnesota
$1.84M +$55.8K +787 +3%
TTWM
193
TCV Trust & Wealth Management
Virginia
$1.83M +$83.1K +1,172 +4%
CB
194
Commerce Bank
Missouri
$1.83M -$159K -2,245 -7%
IA
195
IFP Advisors
Florida
$1.8M -$956K -13,488 -32%
CT
196
Cambridge Trust
Massachusetts
$1.77M +$1.74M +24,577 +830%
LNB
197
Ledyard National Bank
$1.77M -$6.45K -91 -0.3%
KeyBank National Association
198
KeyBank National Association
Ohio
$1.75M -$371K -5,232 -16%
BTNA
199
Bremer Trust National Association
Minnesota
$1.73M +$1.91M +26,907 New
BA
200
BKS Advisors
Michigan
$1.73M +$1.91M +26,885 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.